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Home > Institutional Investor > Evelyn Partners Investment Management Services Ltd > Profile

Instuitional Investor - Evelyn Partners Investment Management Services Ltd

Fund Profile
Filing Period:
Fund Name: Evelyn Partners Investment Management Services Ltd
Portfolio Value $850,001,127
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Astrazeneca Plc
 498,147 $96,792,269 11.39%
2.
Alphabet Inc.
 GOOGL 160,848 $46,253,451 5.44%
3.
Microsoft Corp
 MSFT 117,766 $43,593,440 5.13%
4.
Amazon Com Inc
 AMZN 193,160 $40,229,433 4.73%
5.
Visa Inc.
 V 96,281 $29,099,969 3.42%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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