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Home > Institutional Investor > Evelyn Partners Asset Management Ltd > Profile

Instuitional Investor - Evelyn Partners Asset Management Ltd

Fund Profile
Filing Period:
Fund Name: Evelyn Partners Asset Management Ltd
Portfolio Value $222,265,111
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 83,696 $20,815,613 9.37%
2.
Amazon Com Inc
 AMZN 200,055 $14,681,054 6.61%
3.
Alphabet Inc.
 GOOGL 160,404 $14,133,998 6.36%
4.
Visa Inc.
 V 70,460 $12,508,412 5.63%
5.
Stryker Corp
 SYK 57,202 $11,318,299 5.09%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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