Evelyn Partners Investment Management Services Ltd - Portfolio overview

Evelyn Partners Investment Management Services Ltd has 301 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 Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. AZN - ASTRAZENECA PLC, 11.37%
2. GOOGL - ALPHABET INC, 5.43%
3. MSFT - MICROSOFT CORP, 5.12%

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

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