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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 | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $252M | 8.19% |
+598,858
| New | +$255M |
|
|
2
Amazon
AMZN
$2.97T
| $248M | 8.05% |
+1,130,120
| New | +$231M |
|
|
3
Alphabet (Google) Class A
GOOGL
$4.33T
| $221M | 7.16% |
+1,165,450
| New | +$204M |
|
4
Apple
AAPL
$4.48T
| $121M | 3.93% |
+483,503
| New | +$114M |
|
|
5
Visa
V
$675B
| $120M | 3.89% |
+379,598
| New | +$114M |
|
6
Berkshire Hathaway Class B
BRK.B
$1.16T
| $112M | 3.62% |
+246,150
| New | +$114M |
|
|
7
CRH
CRH
$66.6B
| $111M | 3.6% |
+1,198,827
| New | +$115M |
|
8
NVIDIA
NVDA
$5.37T
| $107M | 3.48% |
+798,825
| New | +$110M |
|
9
UnitedHealth
UNH
$374B
| $91.4M | 2.97% |
+180,669
| New | +$103M |
|
10
Stryker
SYK
$130B
| $88.6M | 2.88% |
+246,096
| New | +$91.2M |
|
11
TSMC
TSM
$2.18T
| $77.9M | 2.53% |
+394,590
| New | +$76.4M |
|
12
Thermo Fisher Scientific
TMO
$220B
| $72.8M | 2.36% |
+139,852
| New | +$76.9M |
|
13
Chubb
CB
$134B
| $61.9M | 2.01% |
+223,921
| New | +$63.6M |
|
14
Zoetis
ZTS
$29.7B
| $61.5M | 1.99% |
+377,244
| New | +$67.5M |
|
15
JPMorgan Chase
JPM
$954B
| $55M | 1.79% |
+229,458
| New | +$53.4M |
|
16
Booking.com
BKNG
$157B
| $54.5M | 1.77% |
+274,300
| New | +$52.7M |
|
|
SW
17
Smurfit Westrock
SW
$24.9B
| $45.8M | 1.49% |
+850,281
| New | +$43.3M |
|
18
Meta Platforms (Facebook)
META
$1.52T
| $45.2M | 1.47% |
+77,227
| New | +$45.3M |
|
19
Coca-Cola
KO
$373B
| $45.1M | 1.46% |
+724,962
| New | +$47.3M |
|
20
McDonald's
MCD
$193B
| $43.8M | 1.42% |
+151,201
| New | +$45.1M |
|
21
IDEX
IEX
$17.2B
| $41.1M | 1.33% |
+196,292
| New | +$43M |
|
22
Goldman Sachs
GS
$303B
| $40.7M | 1.32% |
+71,141
| New | +$39.7M |
|
23
Mastercard
MA
$494B
| $36.2M | 1.17% |
+68,708
| New | +$35.6M |
|
24
Linde
LIN
$226B
| $32.6M | 1.06% |
+77,804
| New | +$35.5M |
|
25
Bank of America
BAC
$446B
| $30.7M | 1% |
+698,979
| New | +$30.8M |
|
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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.