Evelyn Partners Investment Management LLP - Portfolio overview

Evelyn Partners Investment Management LLP has 435 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AZN - ASTRAZENECA PLC, 8.90%
2. MSFT - MICROSOFT CORP, 7.12%
3. AMZN - AMAZON COM INC, 7.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.