Evelyn Partners Asset Management Ltd - Portfolio overview

Evelyn Partners Asset Management Ltd has 323 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 Healthcare.

Largest reported holdings by portfolio allocation

1. GLD - SPDR GOLD TR, 6.46%
2. VT - VANGUARD INTL EQUITY INDEX F, 5.26%
3. GDX - VANECK ETF TRUST, 4.15%

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

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