Evelyn Partners Investment Management
$3.7B Assets Reported
426 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | 1,675,125 | $325M | 8.8% |
| MSFT | MICROSOFT CORP | 703,648 | $260M | 7.1% |
| AMZN | AMAZON COM INC | 1,242,299 | $259M | 7.0% |
| GOOGL | ALPHABET INC | 897,350 | $258M | 7.0% |
| NVDA | NVIDIA CORPORATION | 866,383 | $151M | 4.1% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 438,201 | $148M | 4.0% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 281,451 | $135M | 3.7% |
| V | VISA INC | 351,875 | $106M | 2.9% |
| CRH | CRH PLC | 1,008,537 | $106M | 2.9% |
| AAPL | APPLE INC | 410,438 | $104M | 2.8% |
Track Evelyn Partners Investment Management's 13F portfolio: $3.7B in reported holdings, 426 positions. Top holdings, AUM, and quarterly changes on SentiSense.