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 -0.8%
Monthly
0.67%
Yearly
8.41%
Drawdown
16.51%
$3.96B
Equity
Holdings
$3.96B
Investment
$3.52B
$316.86M
Profit -$20.43M
Realized
-$116.56M
Unrealized
$433.42M
Dividends
$55.32M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.8%
Profit
-$20.43M
Win %
62%
This Week
Compared To Last Week
Gain
0.29%
Profit
$11.27M
Win %
62%
This Month
Compared to last month
Gain
2.49%
Profit
$96.27M
Win %
62%
This Year
Compared to last year
Gain
11.78%
Profit
$416.79M
Win %
60%
ORLA Orla Mining Ltd.
+5.65%
+$1,024.64 
OVV Ovintiv Inc.
+4.23%
+$280 
PR Permian Resources Corporation
+3.47%
+$1,177.52 
FANG Diamondback Energy Inc
+3.31%
+$758.74 
BP BP p.l.c. Sponsored ADR
+3.18%
+$3,668.28 
CNQ Canadian Natural Resources Limited
+2.96%
+$2,779.7 
IMO Imperial Oil Limited
+2.93%
+$2,390.85 
IDXX IDEXX Laboratories, Inc.
+2.91%
+$191.28 
COP ConocoPhillips
+2.9%
+$13,402.71 
VRNS Varonis Systems, Inc.
+2.88%
+$2,457 
TTE TotalEnergies SE
+2.78%
+$861,056.58 
EOG EOG Resources, Inc.
+2.75%
+$129,783.12 
OXY Occidental Petroleum Corporation
+2.67%
+$1,620 
SLB Schlumberger Limited
+2.58%
+$103,286.25 
NOC Northrop Grumman Corporation
+2.52%
+$3,185.27 
RTX RTX Corporation
+2.52%
+$41,768.28 
LMT Lockheed Martin Corporation
+2.44%
+$2,701.92 
MSI Motorola Solutions, Inc.
+2.44%
+$39,031.16 
SHEL Shell plc
+2.4%
+$42,896.56 
BRBR BellRing Brands Inc.
+2.39%
+$85.78 
LNG Cheniere Energy Inc.
+2.38%
+$3,325 
CVE Cenovus Energy Inc.
+2.35%
+$887.25 
POST Post Holdings Inc.
+2.31%
+$562.27 
VSNT Versant Media Group, Inc.
+2.28%
+$152.18 
PM Philip Morris International Inc.
+2.23%
+$22,735.78 
CCI Crown Castle Inc.
+2.23%
+$1,691 
PEP PepsiCo, Inc.
+2.14%
+$98,881.93 
SU Suncor Energy Inc.
+2.13%
+$8,398 
CCEP Coca-Cola Europacific Partners PLC
+2.03%
+$1,115 
PBR Petrobras S.A. Sponsored ADR
+2.02%
+$331.5 
VDE Vanguard Energy ETF
+1.95%
+$282.75 
UL Unilever PLC Sponsored American Depositary Receipt
+1.92%
+$14,976.72 
CVX Chevron Corporation
+1.92%
+$420,965.75 
F Ford Motor Company
+1.85%
+$425.45 
IRTC Irhythm Technologies Inc.
+1.81%
+$485.1 
IBN ICICI Bank Limited Sponsored ADR
+1.77%
+$2,496.52 
TJX The TJX Companies, Inc.
+1.74%
+$482,791.68 
AMT American Tower Corporation
+1.64%
+$94,528.58 
CMCSA Comcast Corp
+1.61%
+$1,055.6 
OLN Olin Corporation
+1.61%
+$403.75 
ROK Rockwell Automation, Inc.
+1.6%
+$39,011.97 
XOM Exxon Mobil Corporation
+1.57%
+$262,231.7 
MDLZ Mondelez International, Inc.
+1.52%
+$99,507.94 
CRH CRH plc
+1.47%
+$1.22M 
MO Altria Group, Inc.
+1.46%
+$9,795.4 
FER Ferrovial SE
+1.45%
+$186.02 
NEM Newmont Corporation
+1.45%
+$299,421.33 
AMRZ Amrize Ltd.
+1.45%
+$69.66 
MLM Martin Marietta Materials, Inc.
+1.44%
+$33,445.2 
USB U.S. Bancorp
+1.42%
+$1,809.3 
AZO AutoZone Inc.
+1.39%
+$480,502.4 
GD General Dynamics Corporation
+1.38%
+$658.88 
KO The Coca-Cola Company
+1.33%
+$1.22M 
LHX L3Harris Technologies, Inc.
+1.32%
+$41,515.31 
PSX Phillips 66
+1.29%
+$4,724.39 
MCHP Microchip Technology Incorporated
+1.28%
+$8,835 
ALL Allstate Corporation
+1.28%
+$4,106.51 
EMLP First Trust North American Energy Infrastructure Fund
+1.25%
+$506.15 
MRK Merck & Co., Inc.
+1.25%
+$24,778.9 
COF Capital One Financial Corporation
+1.24%
+$1,005.29 
COST Costco Wholesale Corporation
+1.23%
+$135,323.89 
SRE Sempra
+1.23%
+$201 
SW Smurfit WestRock PLC
+1.21%
+$301,688 
TPL Texas Pacific Land Corporation
+1.21%
+$14,560.25 
HDV iShares Core High Dividend ETF
+1.2%
+$142 
VTRS Viatris Inc.
+1.15%
+$314.37 
STLA Stellantis N.V.
+1.15%
+$260.5 
WMB The Williams Companies, Inc.
+1.14%
+$47,727.06 
GE General Electric Company
+1.12%
+$20,552 
NEE NextEra Energy, Inc.
+1.11%
+$405,819.75 
AON Aon plc
+1.1%
+$5,293.02 
SYK Stryker Corporation
+1.08%
+$838,822.51 
OTIS Otis Worldwide Corporation
+1.06%
+$810 
MAR Marriott International Inc. - Class A
+1.03%
+$7,021.59 
AWK American Water Works Company, Inc.
+1.02%
+$83,012.72 
LIN Linde plc
+1.01%
+$446,432.04 
ACGL Arch Capital Group Ltd
+1%
+$338.58 
APTV Aptiv PLC
+1%
+$8,218.35 
XYL Xylem Inc.
+1%
+$3,517.45 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.98%
+$31.73 
DOV Dover Corporation
+0.97%
+$15,609.54 
ZTS Zoetis Inc.
+0.97%
+$176,098.84 
KHC The Kraft Heinz Company
+0.94%
+$485.76 
DOW Dow Inc.
+0.94%
+$1,097.88 
MKC McCormick & Company, Incorporated
+0.94%
+$2,674.6 
FERG Ferguson Enterprises Inc
+0.93%
+$103,684.63 
JPM JPMorgan Chase & Co.
+0.92%
+$887,908.2 
WTW Willis Towers Watson Public Limited Company
+0.92%
+$7,534.52 
VZ Verizon Communications Inc.
+0.9%
+$36,411.6 
ETR Entergy Corporation
+0.87%
+$455 
EMF Templeton Emerging Markets Fund
+0.85%
+$135 
MRSH Marsh & McLennan Companies, Inc.
+0.83%
+$23,197.3 
RYAAY Ryanair Holdings plc American Depositary Receipt
+0.82%
+$4,786.33 
TXN Texas Instruments Inc
+0.82%
+$12,732.4 
HXL Hexcel Corporation
+0.82%
+$367.5 
LLY Eli Lilly and Company
+0.81%
+$73,291.92 
PG Procter & Gamble Co
+0.8%
+$138,885.61 
FOXA Fox Corporation
+0.8%
+$836.4 
NKE Nike, Inc. - Class B
+0.78%
+$3,866.86 
BALL Ball Corp.
+0.78%
+$1,050.56 
TT Trane Technologies plc
+0.78%
+$53.4 
CTVA Corteva Inc.
+0.78%
+$305.5 
HD The Home Depot, Inc.
+0.78%
+$4,562.51 
ISRG Intuitive Surgical, Inc.
+0.74%
+$197,102.94 
C Citigroup Inc.
+0.73%
+$21,550.76 
AAPL Apple Inc.
+0.72%
+$1.02M 
BLK BlackRock, Inc.
+0.71%
+$8,025.79 
CI The Cigna Group
+0.7%
+$429.42 
KMB Kimberly-Clark Corporation
+0.7%
+$531.44 
WMT Walmart Inc.
+0.7%
+$183,532.8 
MKL Markel Group Inc.
+0.69%
+$98,315.49 
CCK Crown Holdings Inc.
+0.69%
+$1,365 
HON Honeywell International Inc.
+0.68%
+$12,373.29 
WFC Wells Fargo & Company
+0.68%
+$190.4 
RIO Rio Tinto Plc Sponsored ADR
+0.68%
+$256.2 
JNJ Johnson & Johnson
+0.66%
+$225,560.22 
CL Colgate-Palmolive Company
+0.66%
+$17,991.34 
FISV Fiserv, Inc.
+0.66%
+$77.5 
GEV GE Vernova Inc.
+0.64%
+$7,869.11 
ZBH Zimmer Biomet Holdings, Inc.
+0.61%
+$46.4 
ABBV AbbVie Inc.
+0.61%
+$7,241.2 
V Visa Inc. Class A
+0.59%
+$837,462.5 
BRK-B Berkshire Hathaway Inc.
+0.56%
+$827,465.94 
FTRI First Trust Indxx Global Natural Resources Income ETF
+0.56%
+$179.55 
CME CME Group Inc.
+0.53%
+$38,565.69 
BF-B Brown-Forman Corporation
+0.53%
+$179.4 
CB Chubb Limited
+0.52%
+$486,415 
NVS Novartis AG Sponsored ADR
+0.52%
+$546 
SLF Sun Life Financial Inc.
+0.48%
+$389.88 
TRV The Travelers Companies, Inc.
+0.46%
+$880 
EWU iShares MSCI United Kingdom ETF
+0.45%
+$204.25 
APD Air Products and Chemicals, Inc.
+0.44%
+$5,057.87 
CARR Carrier Global Corporation
+0.44%
+$426 
AJG Arthur J. Gallagher & Co.
+0.44%
+$10.9 
PLG Platinum Group Metals Ltd.
+0.43%
+$1.1 
AU AngloGold Ashanti plc
+0.43%
+$2,404.76 
FTCS First Trust Capital Strength ETF
+0.42%
+$96.6 
SPGI S&P Global Inc.
+0.42%
+$140,454.46 
PFE Pfizer Inc.
+0.41%
+$6,685.44 
SDY SPDR S&P Dividend ETF
+0.39%
+$150 
T AT&T Inc.
+0.38%
+$3,699.72 
CPRT Copart Inc.
+0.32%
+$27 
DXJ WisdomTree Japan Hedged Equity Fund
+0.32%
+$1,520.19 
PHM PulteGroup Inc.
+0.29%
+$50.05 
TD The Toronto-Dominion Bank
+0.28%
+$11,564.76 
PYPL PayPal Holdings Inc
+0.27%
+$898.38 
ACN Accenture plc Class A
+0.27%
+$14,812.52 
RY Royal Bank of Canada
+0.26%
+$16,954.08 
BNY BlackRock New York Municipal Income Trust
+0.26%
+$343.12 
KDP Keurig Dr Pepper Inc.
+0.23%
+$3,435.84 
BSX Boston Scientific Corporation
+0.23%
+$16,877.1 
DIS The Walt Disney Company
+0.22%
+$26,656.32 
ALNY Alnylam Pharmaceuticals Inc
+0.21%
+$87.5 
ADP Automatic Data Processing Inc.
+0.21%
+$3,447.96 
VNQ Vanguard Real Estate ETF
+0.19%
+$51.62 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.18%
+$375 
CHD Church & Dwight Co., Inc.
+0.17%
+$19.62 
ROKU Roku, Inc.
+0.15%
+$0.96 
FRI First Trust S&P REIT Index Fund
+0.15%
+$136.35 
LND BrasilAgro - Companhia Brasileira de Propriedades Agrícolas S.A. ADR
+0.14%
+$46.42 
ICE Intercontinental Exchange, Inc.
+0.14%
+$31.18 
BZH Beazer Homes USA Inc.
+0.14%
+$40.5 
AMGN Amgen Inc.
+0.13%
+$65.2 
ABT Abbott Laboratories
+0.12%
+$7,347.72 
GAM General American Investors Company, Inc.
+0.11%
+$148.75 
MCD McDonald's Corporation
+0.11%
+$15,284.88 
WM Waste Management, Inc.
+0.1%
+$409.2 
BG Bunge Global S.A.
+0.09%
+$94 
STIP iShares 0-5 Year TIPS Bond ETF
+0.09%
+$1,600.12 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.08%
+$45.65 
TIP iShares TIPS Bond ETF
+0.08%
+$29.75 
VGK Vanguard FTSE Europe ETF
+0.08%
+$546.35 
IP International Paper Company
+0.07%
+$1,209.2 
CAT Caterpillar Inc.
+0.06%
+$1,922.34 
GEHC GE HealthCare Technologies Inc.
+0.06%
+$5,893.2 
GDX VanEck Gold Miners ETF
+0.02%
+$0.4 
BMO Bank of Montreal
+0.02%
+$61.92 
BMY Bristol-Myers Squibb Company
+0.02%
+$53.39 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.01%
+$3.1 
APLS Apellis Pharmaceuticals Inc.
0%
$0 
BEIGF BeiGene Ltd.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 TRI
TRI
0%
$0 LAC
LAC
0%
$0 G364
G3643J108
0%
$0 CMCL
CMCL
0%
$0 
TWLO Twilio Inc.
-11.13%
-$60,839.98 
GRAL Grail, Inc.
-9.88%
-$441.87 
FTNT Fortinet Inc.
-7.71%
-$1,445.61 
PANW Palo Alto Networks, Inc.
-7.63%
-$1.38M 
CRWD CrowdStrike Holdings, Inc.
-6.97%
-$353,409.6 
PLTR Palantir Technologies Inc.
-6.89%
-$662.88 
NET Cloudflare Inc.
-6.8%
-$1,613.62 
CIEN Ciena Corporation
-5.25%
-$4,678.75 
NOW ServiceNow, Inc.
-5.02%
-$41,693.94 
BUR Burford Capital Limited
-4.86%
-$168,304.48 
SKYY First Trust Cloud Computing ETF
-4.6%
-$29,567.6 
MAN ManpowerGroup Inc.
-4.59%
-$3,764.73 
ARM Arm Holdings plc American Depositary Receipt
-4.42%
-$16,234.05 
INTC Intel Corporation
-4.23%
-$29,620.5 
CEVA Ceva Inc.
-4.21%
-$45.51 
AXON Axon Enterprise, Inc.
-4.19%
-$27,109.5 
COIN Coinbase Global, Inc.
-3.81%
-$77,088.97 
AMD Advanced Micro Devices, Inc.
-3.74%
-$3,789 
ORCL Oracle Corporation
-3.68%
-$3,143.25 
INDV Indivior Pharmaceuticals, Inc.
-3.68%
-$16,848.8 
DOCU DocuSign Inc.
-3.61%
-$8.4 
LRCX Lam Research Corporation
-3.5%
-$10,933.46 
ANET Arista Networks, Inc.
-3.48%
-$305,060.58 
SNPS Synopsys, Inc.
-3.3%
-$231.9 
QTEC First Trust NASDAQ-100 Technology Index Fund
-3.23%
-$1,776.25 
GLW Corning Incorporated
-3.22%
-$9,901.18 
IBKR Interactive Brokers Group Inc.
-3.16%
-$402,674.09 
AVGO Broadcom Inc.
-3.06%
-$631,772.82 
NEOG Neogen Corporation
-3.02%
-$204.98 
DCH Dauch Corporation
-2.94%
-$1,041.6 
CRSP Crispr Therapeutics AG
-2.91%
-$1,950 
AMAT Applied Materials, Inc.
-2.83%
-$972.8 
META Meta Platforms Inc Class A
-2.82%
-$2.5M 
DELL Dell Technologies Inc.
-2.78%
-$9,698.92 
LBTYK Liberty Global plc
-2.6%
-$4.52 
NFLX Netflix, Inc.
-2.56%
-$386,154.6 
CRM Salesforce Inc
-2.56%
-$152,165.89 
IGM iShares Expanded Tech Sector ETF
-2.55%
-$3,637.32 
ADBE Adobe Inc.
-2.55%
-$6,387.9 
TER Teradyne, Inc.
-2.48%
-$980.95 
LNN Lindsay Corporation
-2.41%
-$654.15 
RAL Ralliant Corporation
-2.31%
-$96.69 
TSLA Tesla, Inc.
-2.29%
-$50,452.87 
SOXX iShares Semiconductor ETF
-2.28%
-$1,230.6 
NOK Nokia Corporation Sponsored ADR
-2.25%
-$79.12 
SOLV Solventum Corporation
-2.24%
-$9.82 
PRTA Prothena Corporation plc
-2.23%
-$37.81 
ADSK Autodesk, Inc.
-2.22%
-$2,709.12 
XLK State Street Technology Select Sector SPDR ETF
-2.19%
-$4,554 
LBTYA Liberty Global Plc
-2.18%
-$1.57 
ARE Alexandria Real Estate Equities, Inc.
-2.17%
-$110.4 
IVZ Invesco Ltd.
-2.15%
-$2,151.4 
MSFT Microsoft Corp.
-2.11%
-$8M 
VGT Vanguard Information Technology ETF
-2.09%
-$18,042.88 
INTU Intuit Inc.
-2.08%
-$260,360.22 
LILAK Liberty Latin America Ltd.
-2.08%
-$0.21 
CCJ Cameco Corporation
-2.03%
-$4,179.37 
SHOP Shopify Inc.
-2%
-$24,043.95 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-1.99%
-$429.6 
NAK Northern Dynasty Minerals Ltd.
-1.97%
-$21.72 
CSCO Cisco Systems, Inc.
-1.95%
-$345,526.54 
BIDU Baidu Inc.
-1.93%
-$86.13 
AGCO AGCO Corporation
-1.93%
-$4,530.5 
ETN Eaton Corporation plc
-1.9%
-$191,192.79 
Q Qnity Electronics Inc.
-1.89%
-$4,417.64 
CMG Chipotle Mexican Grill, Inc.
-1.88%
-$17,059.67 
GOOGL Alphabet Inc
-1.86%
-$5.82M 
GOOG Alphabet Inc
-1.79%
-$823,633.3 
STT State Street Corp
-1.76%
-$7,212.77 
QQQ Invesco QQQ Trust, Series 1
-1.76%
-$82,368 
CWK Cushman & Wakefield Ltd.
-1.72%
-$363 
TRMB Trimble Inc.
-1.71%
-$676 
KEYS Keysight Technologies, Inc.
-1.68%
-$6,904.92 
WAT Waters Corporation
-1.62%
-$6,163.19 
TRU TransUnion
-1.62%
-$117.6 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-1.61%
-$3,827 
NEXN Nexxen International Ltd.
-1.61%
-$18.41 
BX Blackstone Inc.
-1.6%
-$221,987.5 
DE Deere & Company
-1.57%
-$194,477.7 
UNH UnitedHealth Group Incorporated
-1.54%
-$599,796.52 
ARVN Arvinas Inc.
-1.54%
-$162.14 
EW Edwards Lifesciences Corporation
-1.53%
-$884.25 
MELI MercadoLibre, Inc.
-1.51%
-$1,901.28 
ALB Albemarle Corporation
-1.47%
-$76.32 
AMZN Amazon.com Inc
-1.44%
-$4.55M 
HRI Herc Holdings Inc.
-1.41%
-$1,037.75 
IWM iShares Russell 2000 ETF
-1.4%
-$8,392.97 
APH Amphenol Corporation
-1.4%
-$684,045.6 
FICO Fair Isaac Corporation
-1.37%
-$52.7 
LAR Lithium Argentina AG
-1.36%
-$19.5 
EEM iShares MSCI Emerging Markets ETF
-1.34%
-$5,005.2 
LOGI Logitech International S.A.
-1.34%
-$19,963.65 
EQIX Equinix, Inc.
-1.33%
-$3,771.52 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-1.29%
-$756 
HCA HCA Healthcare Inc.
-1.27%
-$107.28 
CDNS Cadence Design Systems, Inc.
-1.26%
-$38,099.6 
SPOT Spotify Technology S.A.
-1.26%
-$15,792 
BABA Alibaba Group Holding Limited SP ADR
-1.25%
-$785.35 
UBER Uber Technologies, Inc.
-1.25%
-$1,353.69 
IEMG iShares Core MSCI Emerging Markets ETF
-1.22%
-$4,567.58 
WDFC WD-40 Company
-1.2%
-$1,376.55 
BDX Becton, Dickinson and Company
-1.17%
-$23,276.48 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$5,222.88 
VB Vanguard Small-Cap ETF
-1.13%
-$522.4 
CLH Clean Harbors Inc.
-1.12%
-$1,644.5 
VWO Vanguard FTSE Emerging Markets ETF
-1.11%
-$2,633.1 
ASIX AdvanSix Inc.
-1.09%
-$0.72 
EVLV Evolv Technologies Holdings, Inc.
-1.08%
-$854.77 
MSCI MSCI Inc.
-1.05%
-$30,063.79 
KEX Kirby Corporation
-1.05%
-$252 
EMBC Embecta Corp.
-1.01%
-$2.86 
QCOM QUALCOMM Incorporated
-0.97%
-$693.88 
TMO Thermo Fisher Scientific Inc.
-0.94%
-$717,594.41 
HSIC Henry Schein, Inc.
-0.93%
-$688.5 
EMR Emerson Electric Co.
-0.91%
-$2,359.98 
ASPI ASP Isotopes Inc.
-0.91%
-$100 
FDX FedEx Corporation
-0.88%
-$939.6 
STE STERIS plc
-0.87%
-$3,098.55 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.85%
-$4,044.61 
BAH Booz Allen Hamilton Holding Corporation
-0.85%
-$41.58 
AZN AstraZeneca PLC American Depositary Shares
-0.83%
-$2.31M 
UPS United Parcel Service, Inc.
-0.8%
-$262.86 
INFY Infosys Limited
-0.78%
-$1,197 
CC Chemours Co.
-0.78%
-$5.7 
MCO Moody's Corporation
-0.78%
-$637.5 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$21,122.59 
SHW The Sherwin-Williams Company
-0.77%
-$26,042.62 
NMM Navios Maritime Partners L.P. Partnership Units
-0.76%
-$6.8 
VOO Vanguard S&P 500 ETF
-0.76%
-$414.26 
FIS Fidelity National Information Services, Inc.
-0.75%
-$809.46 
IVV iShares Core S&P 500 ETF
-0.75%
-$13,889.27 
GS The Goldman Sachs Group, Inc.
-0.74%
-$259,713.78 
JCI Johnson Controls International plc
-0.74%
-$3,231.85 
IBM International Business Machines Corporation
-0.73%
-$15,151.48 
JEF Jefferies Financial Group Inc.
-0.73%
-$5,806.68 
VT Vanguard Total World Stock ETF
-0.73%
-$4,419.6 
SYY Sysco Corporation
-0.72%
-$1,130.5 
SCLX Scilex Holding Company
-0.71%
-$0.1 
MDT Medtronic plc
-0.69%
-$2,392.5 
DB Deutsche Bank AG
-0.67%
-$935 
BKNG Booking Holdings Inc.
-0.66%
-$399,107.5 
SUNB Sunbelt Rentals Holdings, Inc.
-0.66%
-$224,638.14 
EFX Equifax Inc.
-0.65%
-$110.25 
URTH iShares MSCI World ETF
-0.64%
-$15,397.89 
BKU BankUnited, Inc.
-0.63%
-$153.7 
VLTO Veralto Corporation
-0.63%
-$4,567.56 
GILD Gilead Sciences Inc.
-0.63%
-$754.51 
NWSA News Corporation
-0.61%
-$139.12 
MS Morgan Stanley
-0.6%
-$10,362 
ILMN Illumina, Inc.
-0.6%
-$465.6 
PSLV Sprott Physical Silver Trust
-0.59%
-$110 
MMM 3M Company
-0.59%
-$213.4 
PIO Invesco Global Water ETF
-0.58%
-$195 
KD Kyndryl Holdings Inc.
-0.57%
-$20.25 
NVDA NVIDIA Corporation
-0.57%
-$1.07M 
JXN Jackson Financial Inc.
-0.56%
-$1,317.2 
CSX CSX Corporation
-0.56%
-$4,646.74 
BEP Brookfield Renewable Partners L.P.
-0.54%
-$4,634.19 
KKR KKR & Co. Inc.
-0.54%
-$2,180.8 
NVO Novo Nordisk A/S Sponsored ADR
-0.54%
-$580.65 
MTD Mettler-Toledo International Inc.
-0.53%
-$297.16 
YUM Yum! Brands, Inc.
-0.53%
-$2,961.6 
UNP Union Pacific Corporation
-0.52%
-$6,333.95 
VPL Vanguard FTSE Pacific ETF
-0.48%
-$2,037.28 
ECL Ecolab Inc.
-0.47%
-$589.68 
VHT Vanguard Health Care ETF
-0.42%
-$4.2 
MOAT VanEck Morningstar Wide Moat Fund
-0.41%
-$4.6 
ROP Roper Technologies Inc.
-0.41%
-$19,965.82 
WAB Wabtec Corporation
-0.41%
-$61.36 
EPI WisdomTree India Earnings Fund
-0.41%
-$170 
CDZI Cadiz Inc.
-0.39%
-$20.49 
FTV Fortive Corporation
-0.38%
-$40.26 
GLD SPDR Gold Shares
-0.38%
-$24,663.61 
RSP Invesco S&P 500 Equal Weight ETF
-0.36%
-$749.67 
SGOL abrdn Physical Gold Shares ETF
-0.36%
-$1,310.8 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.35%
-$103.5 
SOLS Sollensys Corp
-0.34%
-$336.81 
EWJ iShares MSCI Japan ETF
-0.34%
-$480 
ALC Alcon Inc.
-0.33%
-$1,842.94 
B BARRICK MINING CORP Common Stock (ABR0)
-0.32%
-$1,217.58 
CEF Sprott Physical Gold and Silver Trust
-0.32%
-$103,686.7 
NDAQ Nasdaq, Inc.
-0.31%
-$124,139.43 
REZI Resideo Technologies Inc.
-0.3%
-$0.85 
IEX IDEX Corporation
-0.3%
-$143,703.7 
MBC MasterBrand, Inc.
-0.29%
-$1.2 
DHR Danaher Corporation
-0.29%
-$66,784.26 
GWW W.W. Grainger, Inc.
-0.27%
-$267.51 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.27%
-$61.87 
PLD Prologis Inc.
-0.26%
-$19,359.45 
SBUX Starbucks Corporation
-0.22%
-$295.05 
RACE Ferrari N.V.
-0.21%
-$39,595.08 
EPP iShares MSCI Pacific ex Japan ETF
-0.2%
-$363 
UBS UBS Group AG
-0.19%
-$2,597.94 
FCX Freeport-McMoRan Inc.
-0.19%
-$51,378.59 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-0.18%
-$58.2 
WCN Waste Connections Inc.
-0.18%
-$133.2 
TEL TE Connectivity plc
-0.16%
-$113.75 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$31 
MA Mastercard Incorporated
-0.14%
-$56,194.17 
FBIN Fortune Brands Innovations Inc.
-0.14%
-$3.3 
GIS General Mills, Inc.
-0.14%
-$128.07 
AVY Avery Dennison Corporation
-0.14%
-$27.12 
OPPJ WisdomTree Japan Opportunities Fund
-0.12%
-$1,039.29 
FPE First Trust Preferred Securities and Income ETF
-0.12%
-$25 
DD DuPont de Nemours, Inc.
-0.11%
-$195.82 
CVS CVS Health Corporation
-0.1%
-$162 
BNS Bank of Nova Scotia
-0.09%
-$288.8 
FLO Flowers Foods, Inc.
-0.08%
-$25 
BA Boeing Company
-0.08%
-$2,452.05 
CP Canadian Pacific Kansas City Limited
-0.07%
-$1,689.55 
CM Canadian Imperial Bank of Commerce
-0.07%
-$153.12 
AEM Agnico Eagle Mines Limited
-0.06%
-$15,207 
BAC Bank of America Corporation
-0.06%
-$20,758.74 
ADNT Adient plc
-0.06%
-$3.13 
VRSK Verisk Analytics Inc.
-0.05%
-$6.48 
JHG Janus Henderson Group plc
-0.04%
-$5.2 
WPM Wheaton Precious Metals Corp.
-0.03%
-$2,626.88 
AXP American Express Company
-0.03%
-$338.76 
NTRS Northern Trust Corporation
-0.01%
-$68.85 Events
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Dividends
Dividend Analysis
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| Trades 1694 | Longs Won 959/1694 56% | Profit Factor 1.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.46M |
| Average Win $870,269.79 | Best Trade (Oct 15) $121.01M | Sharpe Ratio -16.61 |
| Average Loss -$704,395.07 | Worst Trade (Oct 15) -$54.06M | Z-Score 1.8 (92.76%) |
| Commissions $0 | Avg. Trade Length 9m 2w 1d | Expectancy $187,047.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 5,618 | 5,056 | 4,494 | 3,933 | 3,371 | 2,809 | 2,247 | 1,685 | 1,124 | 562 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 410,438 | $90.87M | $141.39M | - | $50.52M | 55.6% | +0.725% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 2,150 | $196,123 | $233,447 | - | $37,324 | 19.03% | -1.613% |
| ABBV AbbVie Inc. | 4,210 | $781,460.2 | $1.2M | - | $418,895 | 53.6% | +0.607% |
| ABT Abbott Laboratories | 61,231 | $8.09M | $6.42M | - | -$1.67M | -20.65% | +0.115% |
| ACGL Arch Capital Group Ltd | 342 | $31,029.86 | $34,302.6 | - | $3,272.74 | 10.55% | +0.997% |
| ACN Accenture plc Class A | 24,895 | $6.14M | $5.61M | - | -$524,911.08 | -8.55% | +0.265% |
| ADBE Adobe Inc. | 995 | $384,945.6 | $244,023.75 | - | -$140,921.85 | -36.61% | -2.551% |
| ADNT Adient plc | 313 | $7,537 | $5,687.21 | - | -$1,849.79 | -24.54% | -0.055% |
| ADP Automatic Data Processing Inc. | 5,844 | $1.72M | $1.67M | - | -$45,841.88 | -2.67% | +0.207% |
| ADSK Autodesk, Inc. | 498 | $154,165.86 | $119,380.56 | - | -$34,785.3 | -22.56% | -2.219% |
| AEM Agnico Eagle Mines Limited | 126,725 | $21.34M | $23.75M | - | $2.41M | 11.31% | -0.064% |
| AGCO AGCO Corporation | 2,210 | $227,983.6 | $230,171.5 | - | $2,187.9 | 0.96% | -1.93% |
| AGG iShares Core U.S. Aggregate Bond ETF | 200 | $20,050 | $19,051 | - | -$999 | -4.98% | -0.162% |
| AJG Arthur J. Gallagher & Co. | 10 | $3,097 | $2,511.9 | - | -$585.1 | -18.89% | +0.436% |
| ALB Albemarle Corporation | 53 | $4,297 | $5,127.22 | - | $830.22 | 19.32% | -1.467% |
| ALC Alcon Inc. | 8,377 | $623,306.3 | $555,897.72 | - | -$67,408.58 | -10.81% | -0.33% |
| ALL Allstate Corporation | 1,342 | $269,991 | $325,649.72 | - | $55,658.72 | 20.62% | +1.277% |
| ALNY Alnylam Pharmaceuticals Inc | 175 | $44,148.01 | $41,042.75 | - | -$3,105.26 | -7.03% | +0.214% |
| AMAT Applied Materials, Inc. | 80 | $16,379.43 | $33,428 | - | $17,048.57 | 104.09% | -2.828% |
| AMD Advanced Micro Devices, Inc. | 180 | $25,542 | $97,412.4 | - | $71,870.4 | 281.38% | -3.744% |
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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, The Coca-Cola Company - $9.51M, Visa Inc. Class A - $9.36M, and Chubb Limited - $7.01M. 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 - $52.7M, Amazon.com Inc - $32.87M, Microsoft Corp - $24.15M, Alphabet Inc - $16.54M, 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 $55.32M earned over time. The largest contributors to dividend income include Microsoft Corp - $3.45M, JPMorgan Chase & Co - $2.99M, The Coca-Cola Company - $2.74M, UnitedHealth Group Incorporated - $2.4M, and CRH plc - $2.02M. 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.
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