Evelyn Partners Investment Management (Europe) Ltd - Portfolio overview

Evelyn Partners Investment Management (Europe) Ltd has 192 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 Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. GLD - SPDR GOLD TR, 8.14%
2. CRH - CRH PLC, 7.97%
3. URTH - ISHARES INC, 6.49%

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

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