EPI
Evelyn Partners Investment Management LLP Portfolio
Invests via Evelyn Partners Investment Management LLP | Managed by Matthew Francis Dean
Invests via Evelyn Partners Investment Management LLP
Managed by Matthew Francis Dean
Automatically Tracked
Company Profile
UK-based investment manager focused on discretionary portfolio management, model portfolios and institutional advisory to high-net-worth individuals, family offices and intermediaries. Evelyn Partners Investment Management LLP operates within a broader wealth and professional services group, offering multi-asset solutions, risk-managed strategies and ESG integration across taxable and retirement accounts. The firm is positioned for clients seeking consolidated wealth planning, advisory-led distribution and outsourced CIO capabilities supported by research-driven asset allocation and compliance infrastructure.
UK-based investment manager focused on discretionary portfolio management, model portfolios and institutional advisory to high-net-worth individuals, family offices and intermediaries. Evelyn Partners Investment Management LLP operates within a broader wealth and professional services group, offering multi-asset solutions, risk-managed strategies and ESG integration across taxable and retirement accounts. The firm is positioned for clients seeking consolidated wealth planning, advisory-led distribution and outsourced CIO capabilities supported by research-driven asset allocation and compliance infrastructure.
Investment Philosophy & Strategy
Adopts a multi-asset, research-driven approach prioritising capital preservation and customised outcomes for high-net-worth, family office and intermediary clients. Emphasises discretionary portfolio management and model portfolios delivered through an outsourced-CIO framework, blending strategic asset allocation, risk budgeting and ESG integration. Focuses on advisory-led distribution, tax-aware implementation across taxable and retirement accounts, and compliance-backed governance to balance income, growth and liability-matching objectives with pragmatic liquidity and downside protection.
Adopts a multi-asset, research-driven approach prioritising capital preservation and customised outcomes for high-net-worth, family office and intermediary clients. Emphasises discretionary portfolio management and model portfolios delivered through an outsourced-CIO framework, blending strategic asset allocation, risk budgeting and ESG integration. Focuses on advisory-led distribution, tax-aware implementation across taxable and retirement accounts, and compliance-backed governance to balance income, growth and liability-matching objectives with pragmatic liquidity and downside protection.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
15.56%
Gain -0.3%
Monthly
0.73%
Yearly
9.07%
Drawdown
16.51%
$3.96B
Equity
Holdings
$3.96B
Investment
$3.52B
$318.7M
Profit -$10.12M
Realized
-$117.04M
Unrealized
$435.74M
Dividends
$45.77M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.3%
Profit
-$10.12M
Win %
64%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$10.12M
Win %
64%
This Month
Compared to last month
Gain
2.23%
Profit
$86.35M
Win %
64%
This Year
Compared to last year
Gain
11.83%
Profit
$418.68M
Win %
62%
AMZN Amazon.com Inc
+15.32%
+$44.82M 
ETN Eaton Corporation plc
+7.32%
+$709,391.98 
GOOG Alphabet Inc
+6.88%
+$3.07M 
GOOGL Alphabet Inc
+6.73%
+$20.16M 
ANET Arista Networks, Inc.
+5.46%
+$440,590.87 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$3,350.45 
FTNT Fortinet Inc.
+4.99%
+$793.1 
SOLS Sollensys Corp
+4.84%
+$4,567.54 
NEOG Neogen Corporation
+4.42%
+$282.54 
SNPS Synopsys, Inc.
+4.41%
+$246.45 
FERG Ferguson Enterprises Inc
+3.52%
+$387,963.66 
BIDU Baidu Inc.
+3.38%
+$196.02 
TWLO Twilio Inc.
+3.36%
+$12,820.02 
TT Trane Technologies plc
+3.33%
+$220.05 
META Meta Platforms Inc Class A
+3.28%
+$2.13M 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$284.69 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$116,973.6 
MSFT Microsoft Corp.
+3.02%
+$9.58M 
NVDA NVIDIA Corporation
+2.93%
+$4.95M 
HRI Herc Holdings Inc.
+2.89%
+$2,502.46 
MTD Mettler-Toledo International Inc.
+2.58%
+$1,213.46 
CVX Chevron Corporation
+2.35%
+$452,501.72 
BP BP p.l.c. Sponsored ADR
+2.26%
+$2,382 
GLW Corning Incorporated
+2.24%
+$6,726.6 
EOG EOG Resources, Inc.
+2.19%
+$98,147.83 
CDNS Cadence Design Systems, Inc.
+2.16%
+$66,895 
CSCO Cisco Systems, Inc.
+2.14%
+$392,350.23 
LNG Cheniere Energy Inc.
+2.13%
+$2,755.01 
SKYY First Trust Cloud Computing ETF
+2.12%
+$11,464.2 
TPL Texas Pacific Land Corporation
+2.11%
+$28,946.72 
BAH Booz Allen Hamilton Holding Corporation
+2.06%
+$93.06 
KEYS Keysight Technologies, Inc.
+2.04%
+$7,693.54 
OXY Occidental Petroleum Corporation
+2%
+$1,120 
GWW W.W. Grainger, Inc.
+1.97%
+$1,978.02 
JCI Johnson Controls International plc
+1.93%
+$8,242.7 
ROK Rockwell Automation, Inc.
+1.93%
+$52,342.84 
LHX L3Harris Technologies, Inc.
+1.9%
+$67,683.82 
PANW Palo Alto Networks, Inc.
+1.89%
+$299,203.65 
NMM Navios Maritime Partners L.P. Partnership Units
+1.88%
+$14.9 
CRM Salesforce Inc
+1.83%
+$79,820.51 
ORCL Oracle Corporation
+1.81%
+$1,466.85 
HCA HCA Healthcare Inc.
+1.72%
+$122.4 
EMF Templeton Emerging Markets Fund
+1.68%
+$262.5 
ZTS Zoetis Inc.
+1.66%
+$291,953.57 
LBTYA Liberty Global Plc
+1.63%
+$1.53 
SHEL Shell plc
+1.62%
+$25,426.59 
ACN Accenture plc Class A
+1.61%
+$65,474.1 
FANG Diamondback Energy Inc
+1.59%
+$372.06 
BSX Boston Scientific Corporation
+1.59%
+$123,202.83 
VZ Verizon Communications Inc.
+1.52%
+$63,720.3 
LMT Lockheed Martin Corporation
+1.5%
+$1,795.04 
PR Permian Resources Corporation
+1.48%
+$445.16 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$182 
NOC Northrop Grumman Corporation
+1.43%
+$1,930.39 
GE General Electric Company
+1.42%
+$29,536.15 
SLB Schlumberger Limited
+1.39%
+$56,187.72 
OVV Ovintiv Inc.
+1.36%
+$84 
LAR Lithium Argentina AG
+1.35%
+$24 
CIEN Ciena Corporation
+1.34%
+$1,245 
FTV Fortive Corporation
+1.25%
+$133.59 
BKU BankUnited, Inc.
+1.24%
+$330.6 
MBC MasterBrand, Inc.
+1.23%
+$6 
CMCSA Comcast Corp
+1.23%
+$874.64 
COP ConocoPhillips
+1.22%
+$4,728.45 
WFC Wells Fargo & Company
+1.19%
+$346.8 
AMAT Applied Materials, Inc.
+1.18%
+$472 
LBTYK Liberty Global plc
+1.17%
+$2.64 
CHD Church & Dwight Co., Inc.
+1.16%
+$123.17 
MSI Motorola Solutions, Inc.
+1.14%
+$17,304.26 
BG Bunge Global S.A.
+1.1%
+$1,090.4 
LND BrasilAgro - Companhia Brasileira de Propriedades Agrícolas S.A. ADR
+1.08%
+$371.36 
NOW ServiceNow, Inc.
+1.05%
+$6,483.24 
MAN ManpowerGroup Inc.
+1.04%
+$1,011.42 
VDE Vanguard Energy ETF
+1.02%
+$131.82 
ADBE Adobe Inc.
+1.01%
+$2,497.46 
LILAK Liberty Latin America Ltd.
+1%
+$0.1 
DOCU DocuSign Inc.
+0.99%
+$1.62 
SCLX Scilex Holding Company
+0.98%
+$0.33 
ADP Automatic Data Processing Inc.
+0.98%
+$15,135.9 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,251.2 
TTE TotalEnergies SE
+0.95%
+$290,519.44 
UNP Union Pacific Corporation
+0.92%
+$11,350.21 
EVLV Evolv Technologies Holdings, Inc.
+0.91%
+$949.75 
LOGI Logitech International S.A.
+0.9%
+$12,930.19 
WMB The Williams Companies, Inc.
+0.89%
+$38,060.82 
IBM International Business Machines Corporation
+0.86%
+$16,825.01 
CNQ Canadian Natural Resources Limited
+0.85%
+$722 
GEV GE Vernova Inc.
+0.85%
+$11,027.37 
CP Canadian Pacific Kansas City Limited
+0.83%
+$18,974.89 
SU Suncor Energy Inc.
+0.82%
+$2,860 
MCD McDonald's Corporation
+0.82%
+$129,334.19 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.8%
+$1,892 
EMR Emerson Electric Co.
+0.79%
+$1,888.02 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,909.98 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.79%
+$432 
TSLA Tesla, Inc.
+0.76%
+$14,336.88 
STT State Street Corp
+0.73%
+$3,276.28 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,692.47 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$19,005.16 
NAK Northern Dynasty Minerals Ltd.
+0.72%
+$12 
VOO Vanguard S&P 500 ETF
+0.71%
+$374.22 
CAT Caterpillar Inc.
+0.7%
+$23,694.89 
ROP Roper Technologies Inc.
+0.7%
+$34,590.24 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,402.55 
IVV iShares Core S&P 500 ETF
+0.69%
+$12,303.36 
CARR Carrier Global Corporation
+0.68%
+$745.5 
HSIC Henry Schein, Inc.
+0.68%
+$493 
INFY Infosys Limited
+0.67%
+$1,008 
WCN Waste Connections Inc.
+0.67%
+$492.84 
DOW Dow Inc.
+0.67%
+$784.2 
PLTR Palantir Technologies Inc.
+0.65%
+$38.4 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$28,571.4 
SYY Sysco Corporation
+0.63%
+$1,007 
BEP Brookfield Renewable Partners L.P.
+0.61%
+$5,979.6 
IVZ Invesco Ltd.
+0.61%
+$624.6 
TER Teradyne, Inc.
+0.6%
+$253 
IMO Imperial Oil Limited
+0.6%
+$485.11 
MO Altria Group, Inc.
+0.57%
+$3,553.68 
APH Amphenol Corporation
+0.55%
+$132,007.3 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$18.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,444.4 
PSX Phillips 66
+0.51%
+$1,371.57 
Q Qnity Electronics Inc.
+0.51%
+$1,292.26 
ASPI ASP Isotopes Inc.
+0.5%
+$100 
HON Honeywell International Inc.
+0.47%
+$9,829.68 
AXON Axon Enterprise, Inc.
+0.47%
+$3,813.03 
BMO Bank of Montreal
+0.47%
+$1,713.12 
KKR KKR & Co. Inc.
+0.45%
+$2,088 
CSX CSX Corporation
+0.42%
+$3,579.66 
GAM General American Investors Company, Inc.
+0.42%
+$573.75 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$536.29 
PFE Pfizer Inc.
+0.4%
+$5,571.2 
RTX RTX Corporation
+0.39%
+$7,449.12 
AVGO Broadcom Inc.
+0.37%
+$86,355.36 
PG Procter & Gamble Co
+0.37%
+$58,652.98 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$152.8 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$523,498.86 
OTIS Otis Worldwide Corporation
+0.36%
+$280.8 
PIO Invesco Global Water ETF
+0.36%
+$120 
BAC Bank of America Corporation
+0.36%
+$152,230.76 
AZO AutoZone Inc.
+0.32%
+$109,286.41 
GD General Dynamics Corporation
+0.32%
+$173.24 
MRK Merck & Co., Inc.
+0.32%
+$5,613.04 
JXN Jackson Financial Inc.
+0.31%
+$676.4 
KD Kyndryl Holdings Inc.
+0.3%
+$10.8 
VSNT Versant Media Group, Inc.
+0.28%
+$21.4 
DOV Dover Corporation
+0.27%
+$4,625.06 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$140 
JPM JPMorgan Chase & Co.
+0.27%
+$269,236.68 
VT Vanguard Total World Stock ETF
+0.26%
+$1,562.1 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$500 
CM Canadian Imperial Bank of Commerce
+0.24%
+$535.92 
LNN Lindsay Corporation
+0.23%
+$61.25 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$2.4 
SLF Sun Life Financial Inc.
+0.22%
+$184.68 
CME CME Group Inc.
+0.21%
+$14,462.29 
JNJ Johnson & Johnson
+0.21%
+$71,584.98 
URTH iShares MSCI World ETF
+0.19%
+$4,498.26 
INTU Intuit Inc.
+0.18%
+$21,570.77 
USB U.S. Bancorp
+0.17%
+$244.2 
T AT&T Inc.
+0.17%
+$1,644.32 
MS Morgan Stanley
+0.17%
+$3,391.22 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$228.75 
CB Chubb Limited
+0.15%
+$140,875.06 
DELL Dell Technologies Inc.
+0.14%
+$412.72 
TD The Toronto-Dominion Bank
+0.13%
+$5,442.24 
EA Electronic Arts Inc.
+0.13%
+$903.15 
XYL Xylem Inc.
+0.13%
+$512.25 
MMM 3M Company
+0.12%
+$46.2 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$25 
BDX Becton, Dickinson and Company
+0.1%
+$1,743.18 
ISRG Intuitive Surgical, Inc.
+0.1%
+$22,489.66 
C Citigroup Inc.
+0.1%
+$3,095.45 
WM Waste Management, Inc.
+0.1%
+$409.2 
WMT Walmart Inc.
+0.09%
+$22,246.84 
ABT Abbott Laboratories
+0.09%
+$5,510.79 
SOXX iShares Semiconductor ETF
+0.07%
+$37.8 
EPI WisdomTree India Earnings Fund
+0.07%
+$30 
VRNS Varonis Systems, Inc.
+0.05%
+$36 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$3.24 
HXL Hexcel Corporation
+0.04%
+$20 
HDV iShares Core High Dividend ETF
+0.04%
+$4 
DIS The Walt Disney Company
+0.03%
+$3,332.04 
FBIN Fortune Brands Innovations Inc.
+0.02%
+$0.6 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$7 
ILMN Illumina, Inc.
+0.01%
+$2.91 
APLS Apellis Pharmaceuticals Inc.
0%
$0 
BEIGF BeiGene Ltd.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
ORLA Orla Mining Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 TRI
TRI
0%
$0 LAC
LAC
0%
$0 G364
G3643J108
0%
$0 CMCL
CMCL
0%
$0 
OLN Olin Corporation
-16.51%
-$5,910.9 
CTVA Corteva Inc.
-11.9%
-$32,474.65 
COIN Coinbase Global, Inc.
-10.59%
-$190,468.15 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$12,525.44 
AAPL Apple Inc.
-7.35%
-$10.06M 
SYK Stryker Corporation
-6.42%
-$5.93M 
LIN Linde plc
-5.95%
-$2.71M 
BRBR BellRing Brands Inc.
-5.78%
-$303.24 
IP International Paper Company
-5.38%
-$112,204.48 
CDZI Cadiz Inc.
-4.78%
-$204.9 
AGCO AGCO Corporation
-4.64%
-$10,983.7 
SPOT Spotify Technology S.A.
-4.34%
-$53,274.48 
SHOP Shopify Inc.
-4.29%
-$35,358.75 
ADNT Adient plc
-3.84%
-$262.92 
WPM Wheaton Precious Metals Corp.
-3.84%
-$285,673.27 
AU AngloGold Ashanti plc
-3.66%
-$18,324.88 
AEM Agnico Eagle Mines Limited
-3.63%
-$694,453 
GRAL Grail, Inc.
-3.63%
-$85.14 
DCH Dauch Corporation
-3.58%
-$1,458.24 
GDX VanEck Gold Miners ETF
-3.49%
-$53.6 
PRTA Prothena Corporation plc
-3.45%
-$57.71 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$38,569.7 
SW Smurfit WestRock PLC
-3.26%
-$935,232.8 
ARVN Arvinas Inc.
-3.25%
-$397.98 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.2%
-$946.72 
CI The Cigna Group
-2.99%
-$1,756.44 
CC Chemours Co.
-2.92%
-$28.5 
AVY Avery Dennison Corporation
-2.91%
-$575.17 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$22,465.08 
APTV Aptiv PLC
-2.79%
-$29,586.06 
RYAAY Ryanair Holdings plc American Depositary Receipt
-2.76%
-$18,477.46 
IBKR Interactive Brokers Group Inc.
-2.75%
-$368,624.58 
MLM Martin Marietta Materials, Inc.
-2.75%
-$70,495.79 
AJG Arthur J. Gallagher & Co.
-2.75%
-$70.4 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$282,874.04 
VRSK Verisk Analytics Inc.
-2.75%
-$407 
EQIX Equinix, Inc.
-2.7%
-$8,023 
FIS Fidelity National Information Services, Inc.
-2.67%
-$3,687.54 
QCOM QUALCOMM Incorporated
-2.63%
-$1,596 
ASIX AdvanSix Inc.
-2.62%
-$2.16 
CWK Cushman & Wakefield Ltd.
-2.61%
-$653.4 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$9,085.02 
ABBV AbbVie Inc.
-2.51%
-$27,238.7 
RAL Ralliant Corporation
-2.43%
-$99.43 
ICE Intercontinental Exchange, Inc.
-2.42%
-$549.55 
YUM Yum! Brands, Inc.
-2.37%
-$13,771.44 
PLG Platinum Group Metals Ltd.
-2.29%
-$6.6 
BA Boeing Company
-2.15%
-$77,811.56 
NEM Newmont Corporation
-2.14%
-$366,455.95 
BUR Burford Capital Limited
-2.14%
-$94,671.27 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$685,928.76 
CCJ Cameco Corporation
-2.1%
-$4,575.05 
TRU TransUnion
-2.04%
-$160.72 
CCEP Coca-Cola Europacific Partners PLC
-2.01%
-$1,125 
KHC The Kraft Heinz Company
-2.01%
-$1,170.24 
NFLX Netflix, Inc.
-2%
-$303,110.6 
EFX Equifax Inc.
-1.99%
-$368.55 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$124.8 
PSLV Sprott Physical Silver Trust
-1.98%
-$380 
AWK American Water Works Company, Inc.
-1.93%
-$161,736.96 
NEXN Nexxen International Ltd.
-1.91%
-$25.4 
AMD Advanced Micro Devices, Inc.
-1.9%
-$1,663.2 
NWSA News Corporation
-1.89%
-$398.56 
GIS General Mills, Inc.
-1.84%
-$1,906.82 
APD Air Products and Chemicals, Inc.
-1.77%
-$20,501.91 
PHM PulteGroup Inc.
-1.76%
-$349.58 
STLA Stellantis N.V.
-1.71%
-$521 
FLO Flowers Foods, Inc.
-1.68%
-$600 
UNH UnitedHealth Group Incorporated
-1.68%
-$675,249.59 
POST Post Holdings Inc.
-1.67%
-$488.25 
AON Aon plc
-1.64%
-$10,083.53 
IRTC Irhythm Technologies Inc.
-1.6%
-$467.95 
SOLV Solventum Corporation
-1.59%
-$6.9 
LRCX Lam Research Corporation
-1.58%
-$5,292.21 
NET Cloudflare Inc.
-1.56%
-$330.75 
CPRT Copart Inc.
-1.52%
-$135 
BZH Beazer Homes USA Inc.
-1.5%
-$441 
GLD SPDR Gold Shares
-1.49%
-$94,938.49 
OPPJ WisdomTree Japan Opportunities Fund
-1.46%
-$12,323.01 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$5,152.8 
FICO Fair Isaac Corporation
-1.45%
-$82.85 
NVS Novartis AG Sponsored ADR
-1.45%
-$1,603.01 
KDP Keurig Dr Pepper Inc.
-1.43%
-$19,326.6 
IEX IDEX Corporation
-1.42%
-$681,566.12 
AMRZ Amrize Ltd.
-1.39%
-$89.01 
NKE Nike, Inc. - Class B
-1.37%
-$7,733.72 
CLH Clean Harbors Inc.
-1.35%
-$1,964.2 
DD DuPont de Nemours, Inc.
-1.32%
-$2,401.86 
FCX Freeport-McMoRan Inc.
-1.28%
-$320,133.06 
EPP iShares MSCI Pacific ex Japan ETF
-1.26%
-$2,376 
MDLZ Mondelez International, Inc.
-1.22%
-$79,813.79 
UBS UBS Group AG
-1.22%
-$18,762.9 
STE STERIS plc
-1.22%
-$4,465.12 
F Ford Motor Company
-1.21%
-$335.88 
REZI Resideo Technologies Inc.
-1.21%
-$7.14 
TJX The TJX Companies, Inc.
-1.21%
-$367,839.36 
SHW The Sherwin-Williams Company
-1.16%
-$40,274.96 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$4,127.76 
SRE Sempra
-1.15%
-$206 
NEE NextEra Energy, Inc.
-1.15%
-$468,431.94 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$328.6 
DE Deere & Company
-1.13%
-$129,145.41 
VTRS Viatris Inc.
-1.13%
-$299.4 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$82.4 
TXN Texas Instruments Inc
-1.08%
-$16,791.31 
PLD Prologis Inc.
-1.08%
-$92,690.7 
CRH CRH plc
-1.03%
-$998,449.61 
INTC Intel Corporation
-1.02%
-$6,835.5 
NDAQ Nasdaq, Inc.
-1.02%
-$415,224.99 
KO The Coca-Cola Company
-1.02%
-$894,395.7 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$4,226.88 
FOXA Fox Corporation
-1%
-$967.6 
UPS United Parcel Service, Inc.
-1%
-$353.85 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$2.85M 
EW Edwards Lifesciences Corporation
-0.98%
-$556.75 
XOM Exxon Mobil Corporation
-0.97%
-$146,428.65 
RACE Ferrari N.V.
-0.97%
-$179,810.85 
EWJ iShares MSCI Japan ETF
-0.96%
-$1,350 
ALC Alcon Inc.
-0.96%
-$5,612.59 
MCHP Microchip Technology Incorporated
-0.96%
-$6,696.02 
FTRI First Trust Indxx Global Natural Resources Income ETF
-0.96%
-$302.4 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$27,237.97 
CRSP Crispr Therapeutics AG
-0.93%
-$585 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.93%
-$26.72 
KEX Kirby Corporation
-0.91%
-$210 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$1,296.27 
DB Deutsche Bank AG
-0.89%
-$1,402.5 
JEF Jefferies Financial Group Inc.
-0.89%
-$8,622.04 
TRMB Trimble Inc.
-0.84%
-$312 
SUNB Sunbelt Rentals Holdings, Inc.
-0.84%
-$271,345.08 
GILD Gilead Sciences Inc.
-0.81%
-$819.61 
MCO Moody's Corporation
-0.81%
-$659.6 
KMB Kimberly-Clark Corporation
-0.8%
-$642.4 
WAT Waters Corporation
-0.79%
-$2,559.43 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$2,774.99 
PYPL PayPal Holdings Inc
-0.76%
-$2,550.24 
VHT Vanguard Health Care ETF
-0.76%
-$7.02 
CVS CVS Health Corporation
-0.75%
-$1,422 
SPGI S&P Global Inc.
-0.74%
-$242,245.28 
MA Mastercard Incorporated
-0.74%
-$274,512.01 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$3,413.76 
CEVA Ceva Inc.
-0.73%
-$8.88 
BLK BlackRock, Inc.
-0.73%
-$8,035.85 
MAR Marriott International Inc. - Class A
-0.71%
-$4,669.34 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$23,746.32 
AMGN Amgen Inc.
-0.64%
-$280.24 
GS The Goldman Sachs Group, Inc.
-0.63%
-$255,765.21 
AMT American Tower Corporation
-0.63%
-$34,893.42 
BALL Ball Corp.
-0.63%
-$879.04 
PM Philip Morris International Inc.
-0.61%
-$6,008.51 
ECL Ecolab Inc.
-0.61%
-$738.72 
MSCI MSCI Inc.
-0.61%
-$17,363.5 
DHR Danaher Corporation
-0.61%
-$118,616.82 
ACGL Arch Capital Group Ltd
-0.6%
-$208.62 
VLTO Veralto Corporation
-0.57%
-$3,884.22 
SBUX Starbucks Corporation
-0.57%
-$843 
EWU iShares MSCI United Kingdom ETF
-0.56%
-$256.5 
WAB Wabtec Corporation
-0.55%
-$83.2 
EMBC Embecta Corp.
-0.55%
-$0.88 
VNQ Vanguard Real Estate ETF
-0.54%
-$159.3 
COF Capital One Financial Corporation
-0.54%
-$459.91 
LLY Eli Lilly and Company
-0.53%
-$44,307.64 
INDV Indivior Pharmaceuticals, Inc.
-0.52%
-$2,861.06 
FRI First Trust S&P REIT Index Fund
-0.52%
-$511.7 
FTCS First Trust Capital Strength ETF
-0.51%
-$117.3 
ALL Allstate Corporation
-0.49%
-$1,744.62 
IWM iShares Russell 2000 ETF
-0.47%
-$3,030.18 
PEP PepsiCo, Inc.
-0.46%
-$23,050.24 
VGK Vanguard FTSE Europe ETF
-0.44%
-$3,122 
CCK Crown Holdings Inc.
-0.44%
-$910 
TRV The Travelers Companies, Inc.
-0.43%
-$815 
TEL TE Connectivity plc
-0.43%
-$289.25 
CVE Cenovus Energy Inc.
-0.43%
-$153.79 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$269,579.07 
HD The Home Depot, Inc.
-0.42%
-$2,653.55 
MELI MercadoLibre, Inc.
-0.41%
-$529.04 
ETR Entergy Corporation
-0.38%
-$205 
VGT Vanguard Information Technology ETF
-0.38%
-$3,030.64 
AXP American Express Company
-0.38%
-$4,780.24 
FDX FedEx Corporation
-0.37%
-$414 
MDT Medtronic plc
-0.37%
-$1,160 
BF-B Brown-Forman Corporation
-0.35%
-$119.6 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$138.6 
ADSK Autodesk, Inc.
-0.33%
-$383.46 
CL Colgate-Palmolive Company
-0.33%
-$8,848.2 
RY Royal Bank of Canada
-0.29%
-$19,888.77 
SDY SPDR S&P Dividend ETF
-0.28%
-$110 
CCI Crown Castle Inc.
-0.27%
-$199.5 
WDFC WD-40 Company
-0.27%
-$353.39 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.26%
-$62.4 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$50 
BX Blackstone Inc.
-0.25%
-$40,592.89 
FISV Fiserv, Inc.
-0.24%
-$32.5 
COST Costco Wholesale Corporation
-0.24%
-$25,711.22 
VB Vanguard Small-Cap ETF
-0.22%
-$105.6 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$417.99 
MKL Markel Group Inc.
-0.2%
-$29,689.51 
BKNG Booking Holdings Inc.
-0.18%
-$123,367.76 
NTRS Northern Trust Corporation
-0.17%
-$1,468.75 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$353.36 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$36 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$78.85 
MKC McCormick & Company, Incorporated
-0.12%
-$373.2 
ALB Albemarle Corporation
-0.1%
-$6.36 
TIP iShares TIPS Bond ETF
-0.1%
-$38.5 
BNS Bank of Nova Scotia
-0.08%
-$252.7 
ROKU Roku, Inc.
-0.06%
-$0.32 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$941.25 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$13.8 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$344.83 
JHG Janus Henderson Group plc
-0.04%
-$5.2 
V Visa Inc. Class A
-0.04%
-$49,258.98 
FER Ferrovial SE
-0.03%
-$5.24 
UBER Uber Technologies, Inc.
-0.01%
-$15.21 Events
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Dividends
Dividend Analysis
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| Trades 1694 | Longs Won 975/1694 57% | Profit Factor 1.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.38M |
| Average Win $829,476.17 | Best Trade (Aug 05) $142.19M | Sharpe Ratio -12.17 |
| Average Loss -$680,897.05 | Worst Trade (Aug 17) -$63.39M | Z-Score 5.22 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 5d | Expectancy $188,132.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 5,814 | 5,233 | 4,651 | 4,070 | 3,488 | 2,907 | 2,326 | 1,744 | 1,163 | 581 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 410,438 | $90.87M | $126.79M | - | $35.92M | 39.53% | -7.354% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 2,150 | $196,123 | $238,048 | - | $41,925 | 21.38% | +0.801% |
| ABBV AbbVie Inc. | 4,210 | $781,460.2 | $1.06M | - | $274,997.2 | 35.19% | -2.513% |
| ABT Abbott Laboratories | 61,231 | $8.09M | $6.47M | - | -$1.61M | -19.97% | +0.085% |
| ACGL Arch Capital Group Ltd | 342 | $31,029.86 | $34,381.26 | - | $3,351.4 | 10.8% | -0.603% |
| ACN Accenture plc Class A | 24,895 | $6.14M | $4.13M | - | -$2.01M | -32.72% | +1.611% |
| ADBE Adobe Inc. | 995 | $384,945.6 | $249,157.95 | - | -$135,787.65 | -35.27% | +1.013% |
| ADNT Adient plc | 313 | $7,537 | $6,585.52 | - | -$951.48 | -12.62% | -3.839% |
| ADP Automatic Data Processing Inc. | 5,844 | $1.72M | $1.56M | - | -$161,436.26 | -9.39% | +0.982% |
| ADSK Autodesk, Inc. | 498 | $154,165.86 | $116,631.6 | - | -$37,534.26 | -24.35% | -0.328% |
| AEM Agnico Eagle Mines Limited | 126,725 | $21.34M | $18.41M | - | -$2.93M | -13.73% | -3.635% |
| AGCO AGCO Corporation | 2,210 | $227,983.6 | $225,773.6 | - | -$2,210 | -0.97% | -4.639% |
| AGG iShares Core U.S. Aggregate Bond ETF | 200 | $20,050 | $19,474 | - | -$576 | -2.87% | -0.256% |
| AJG Arthur J. Gallagher & Co. | 10 | $3,097 | $2,494.2 | - | -$602.8 | -19.46% | -2.745% |
| ALB Albemarle Corporation | 53 | $4,297 | $6,234.92 | - | $1,937.92 | 45.1% | -0.102% |
| ALC Alcon Inc. | 8,377 | $623,306.3 | $577,510.38 | - | -$45,795.92 | -7.35% | -0.963% |
| ALL Allstate Corporation | 1,342 | $269,991 | $354,395.34 | - | $84,404.34 | 31.26% | -0.49% |
| ALNY Alnylam Pharmaceuticals Inc | 175 | $44,148.01 | $35,966 | - | -$8,182.01 | -18.53% | +0.019% |
| AMAT Applied Materials, Inc. | 80 | $16,379.43 | $40,613.6 | - | $24,234.17 | 147.95% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 180 | $25,542 | $85,707 | - | $60,165 | 235.55% | -1.904% |
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FAQ
Which stocks have generated the highest profits for Evelyn Partners Investment Management LLP?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $16.86M, Northern Trust Corporation - $16.23M, Visa Inc. Class A - $9.36M, The Coca-Cola Company - $8.98M, and Chubb Limited - $6.74M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: UnitedHealth Group Incorporated - $52.92M, Amazon.com Inc - $32.87M, Microsoft Corp - $24.79M, Alphabet Inc - $16.74M, and Apple Inc - $12.25M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Evelyn Partners Investment Management LLP's portfolio generate?
The portfolio generates substantial dividend income, with a total of $45.77M earned over time. The largest contributors to dividend income include Microsoft Corp - $2.81M, JPMorgan Chase & Co - $2.52M, The Coca-Cola Company - $2.21M, UnitedHealth Group Incorporated - $2.18M, and CRH plc - $1.63M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Evelyn Partners Investment Management LLP's monthly returns?
Evelyn Partners Investment Management LLP's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Evelyn Partners Investment Management LLP's strategy be considered aggressive or moderate?
Evelyn Partners Investment Management LLP's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Evelyn Partners Investment Management LLP's strategy?
Evelyn Partners Investment Management LLP's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
