Evelyn Partners Investment Management LLP

CIK
2065206
City
London
State / Country
X0

Top Portfolio Positions

355 positions · $3,497,740,160 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AZN
Astrazeneca PLC
Healthcare
1,675,125 $330,368,152 9.45%
MSFT
Microsoft Corp
Technology
703,648 $260,469,380 7.45%
AMZN
Amazon Com Inc
Consumer Cyclical
1,242,299 $258,733,612 7.40%
GOOGL
Alphabet Inc.
Communication Services
897,350 $258,041,966 7.38%
NVDA
Nvidia Corp
Technology
866,383 $151,097,195 4.32%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
438,201 $148,090,027 4.23%
V
Visa Inc.
Financial Services
351,875 $106,350,700 3.04%
CRH
Crh Public Ltd Co
Basic Materials
1,008,537 $106,017,409 3.03%
AAPL
Apple Inc.
Technology
410,438 $104,165,060 2.98%
SYK
Stryker Corp
Healthcare
265,451 $87,224,544 2.49%

Portfolio Trend

6 quarters · across all stocks

Holdings in GAM

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Shares Held

Position Value (USD)

5 of 5 shown
Report Date Value (USD) Shares
2026-03-31 $124,248 2,125
2025-12-31 $124,801 2,125
2025-09-30 $132,196 2,125
2025-06-30 $125,809 2,245
2024-12-31 $114,517 2,245