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EPIM
Evelyn Partners Investment Management Portfolio holdings
AUM
$3.68B
1-Year Est. Return
21.15%
This Fund
S&P 500
This Quarter
Est. Return
+2.9%
1 Year Est. Return
+21.15%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$3.08B
AUM Growth
–
Cap. Flow
+$3.1B
Cap. Flow
% of AUM
100.67%
Top 10 Holdings %
Top 10 Hldgs %
47.77%
Holding
416
New
416
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$255M |
| 2 |
Amazon
AMZN
|
+$231M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$204M |
| 4 |
CRH
CRH
|
+$115M |
| 5 |
Visa
V
|
+$114M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.83% |
| 2 | Financials | 19.56% |
| 3 | Consumer Discretionary | 15.26% |
| 4 | Healthcare | 13.88% |
| 5 | Communication Services | 10.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
DuPont de Nemours
DD
$19.5B
| $299K | 0.01% |
+3,123
| New | +$325K |
|
177
Canadian Imperial Bank of Commerce
CM
$110B
| $285K | 0.01% |
+4,509
| New | +$287K |
|
178
Infosys
INFY
$49.7B
| $276K | 0.01% |
+12,600
| New | +$282K |
|
179
AstraZeneca
AZN
$246B
| $275K | 0.01% |
+2,099
| New | +$294K |
|
180
Realty Income
O
$59.2B
| $267K | 0.01% |
+5,000
| New | +$291K |
|
181
Bank of Montreal
BMO
$129B
| $262K | 0.01% |
+2,700
| New | +$255K |
|
182
Allstate
ALL
$64.7B
| $259K | 0.01% |
+1,342
| New | +$261K |
|
183
abrdn Physical Gold Shares ETF
SGOL
$7.53B
| $251K | 0.01% |
+10,000
| New | +$254K |
|
184
State Street
STT
$52.2B
| $241K | 0.01% |
+2,455
| New | +$232K |
|
185
Oracle
ORCL
$442B
| $234K | 0.01% |
+1,405
| New | +$250K |
|
186
Jackson Financial
JXN
$8.85B
| $229K | 0.01% |
+2,634
| New | +$257K |
|
187
US Bancorp
USB
$101B
| $226K | 0.01% |
+4,720
| New | +$232K |
|
188
Church & Dwight Co
CHD
$24B
| $222K | 0.01% |
+2,122
| New | +$224K |
|
189
Twilio
TWLO
$37.9B
| $216K | 0.01% |
+2,000
| New | +$183K |
|
190
Scotiabank
BNS
$110B
| $214K | 0.01% |
+3,985
| New | +$215K |
|
191
Keysight
KEYS
$60.6B
| $212K | 0.01% |
+1,320
| New | +$213K |
|
192
Western Digital
WDC
$157B
| $209K | 0.01% |
+6,132
| New | +$308K |
|
193
AGCO
AGCO
$7.11B
| $207K | 0.01% |
+2,210
| New | +$214K |
|
194
Comcast
CMCSA
$90.4B
| $203K | 0.01% |
+5,421
| New | +$225K |
|
195
Phillips 66
PSX
$90B
| $199K | 0.01% |
+1,751
| New | +$223K |
|
196
Arch Capital
ACGL
$33.2B
| $196K | 0.01% |
+2,124
| New | +$214K |
|
197
Intel
INTC
$509B
| $196K | 0.01% |
+9,760
| New | +$220K |
|
198
WisdomTree Japan Hedged Equity Fund
DXJ
$7.53B
| $187K | 0.01% |
+1,692
| New | +$185K |
|
|
NVO
199
Novo Nordisk
NVO
$203B
| $186K | 0.01% |
+2,160
| New | +$234K |
|
200
Suncor Energy
SU
$74.7B
| $185K | 0.01% |
+5,200
| New | +$200K |
|
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Evelyn Partners Investment Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Evelyn Partners Investment Management, which disclosed 416 positions worth $3.08B. Its ten largest holdings account for 48% of the portfolio.
Its largest position is Microsoft: 598,858 shares worth $252M.
By sector, the portfolio is most concentrated in Technology at 22% of assets, followed by Financials and Consumer Discretionary.
- Evelyn Partners Investment Management's largest Q4 2024 buy was Microsoft: 598,858 shares worth $252M.
- Evelyn Partners Investment Management's ten largest holdings make up 48% of its $3.08B portfolio in Q4 2024.
- Evelyn Partners Investment Management disclosed 416 positions in Q4 2024, its first 13F filing on record.
Based on Evelyn Partners Investment Management's 13F filing for Q4 2024, filed 11 Dec 2025.