EPI
Evelyn Partners Investment Management Services Ltd. Portfolio
Invests via Evelyn Partners Investment Management Services Ltd. | Managed by Matthew Francis Dean
Invests via Evelyn Partners Investment Management Services Ltd.
Managed by Matthew Francis Dean
Automatically Tracked
Company Profile
UK-based discretionary investment manager providing wealth management and advisory solutions to private clients, intermediaries and charitable trusts. Evelyn Partners Investment Management Services Ltd. operates as part of a broader professional services group, offering multi-asset portfolio construction, model portfolios, tax-aware investing and custodial relationships. The firm competes in the mid–to–upper market for HNW and intermediary channels, emphasising due diligence, risk-managed allocation and integration with financial planning and accountancy services.
UK-based discretionary investment manager providing wealth management and advisory solutions to private clients, intermediaries and charitable trusts. Evelyn Partners Investment Management Services Ltd. operates as part of a broader professional services group, offering multi-asset portfolio construction, model portfolios, tax-aware investing and custodial relationships. The firm competes in the mid–to–upper market for HNW and intermediary channels, emphasising due diligence, risk-managed allocation and integration with financial planning and accountancy services.
Investment Philosophy & Strategy
Delivers a risk-aware, multi-asset wealth management approach focused on tax-efficient, bespoke solutions for high-net-worth individuals, intermediaries and trusts. Portfolio construction emphasizes diversified, outcome-oriented allocation combining strategic core holdings with tactical tilts, model portfolios and active manager selection under a disciplined due-diligence framework. Capital deployment prioritises capital preservation, income generation and long-term real returns through robust risk controls, integrated financial-planning inputs and custody oversight, targeting durable, tax-aware wealth outcomes across medium-to-long investment horizons.
Delivers a risk-aware, multi-asset wealth management approach focused on tax-efficient, bespoke solutions for high-net-worth individuals, intermediaries and trusts. Portfolio construction emphasizes diversified, outcome-oriented allocation combining strategic core holdings with tactical tilts, model portfolios and active manager selection under a disciplined due-diligence framework. Capital deployment prioritises capital preservation, income generation and long-term real returns through robust risk controls, integrated financial-planning inputs and custody oversight, targeting durable, tax-aware wealth outcomes across medium-to-long investment horizons.
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:
36.39%
Gain
Monthly
1.69%
Yearly
22.29%
Drawdown
18.06%
$871.04M
Equity
Holdings
$871.04M
Investment
$823.27M
$412.53M
Profit -$9.27M
Realized
$364.75M
Unrealized
$47.78M
Dividends
$13.59M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$9.27M
Win %
62%
This Week
Compared To Last Week
Gain
-1.11%
Profit
-$9.75M
Win %
62%
This Month
Compared to last month
Gain
0.79%
Profit
$6.85M
Win %
62%
This Year
Compared to last year
Gain
5.41%
Profit
$44.73M
Win %
61%
BE Bloom Energy Corporation
+6.58%
+$340.25 
MU Micron Technology, Inc.
+4.02%
+$104,858.79 
LOGI Logitech International S.A.
+3.35%
+$3,355 
GE General Electric Company
+2.79%
+$61,702.1 
ORCL Oracle Corporation
+2.58%
+$1,155.6 
CSCO Cisco Systems, Inc.
+2.54%
+$13,749.12 
TTE TotalEnergies SE
+2.5%
+$48,424.57 
GEV GE Vernova Inc.
+2.44%
+$4,882.9 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+2.42%
+$39.69 
UAA Under Armour Inc.
+2.28%
+$41.41 
CB Chubb Limited
+2.27%
+$548,925.85 
PANW Palo Alto Networks, Inc.
+2.2%
+$114,126.6 
UA Under Armour Inc.
+2.19%
+$39.06 
SHEL Shell plc
+2.07%
+$313.28 
CC Chemours Co.
+2.05%
+$346.12 
NOC Northrop Grumman Corporation
+2.04%
+$31,484.01 
UNH UnitedHealth Group Incorporated
+2.04%
+$56,845.88 
ETN Eaton Corporation plc
+1.77%
+$26,967.47 
ARM Arm Holdings plc American Depositary Receipt
+1.71%
+$894 
CVE Cenovus Energy Inc.
+1.65%
+$90.45 
CAT Caterpillar Inc.
+1.65%
+$909.09 
XOM Exxon Mobil Corporation
+1.63%
+$25,625.46 
FANG Diamondback Energy Inc
+1.6%
+$335.5 
SOLS Sollensys Corp
+1.5%
+$49.82 
ABT Abbott Laboratories
+1.49%
+$3,838.17 
FNV Franco-Nevada Corporation
+1.43%
+$120,192.45 
JNJ Johnson & Johnson
+1.38%
+$355,688.1 
CM Canadian Imperial Bank of Commerce
+1.36%
+$303.4 
ABBV AbbVie Inc.
+1.34%
+$8,194 
EMR Emerson Electric Co.
+1.34%
+$277.14 
ITA iShares U.S. Aerospace & Defense ETF
+1.3%
+$940.57 
RTX RTX Corporation
+1.3%
+$4,729.31 
OXY Occidental Petroleum Corporation
+1.29%
+$172.5 
AU AngloGold Ashanti plc
+1.27%
+$110.58 
CVX Chevron Corporation
+1.26%
+$2,783.99 
AGI Alamos Gold Inc.
+1.26%
+$1,286.16 
PM Philip Morris International Inc.
+1.21%
+$3,515.15 
HEI.A Heico Corporation
+1.15%
+$495.36 
ENPH Enphase Energy, Inc.
+1.05%
+$89.01 
GLD SPDR Gold Shares
+1.03%
+$36,772.8 
LMT Lockheed Martin Corporation
+1.02%
+$900.42 
SGOL abrdn Physical Gold Shares ETF
+0.99%
+$19,087.12 
CEF Sprott Physical Gold and Silver Trust
+0.97%
+$75,244.18 
VTS Vitesse Energy Inc.
+0.96%
+$45 
BHP BHP Group Ltd.
+0.92%
+$114.7 
HACK Amplify Cybersecurity ETF
+0.9%
+$1,027.36 
B BARRICK MINING CORP Common Stock (ABR0)
+0.89%
+$11,770.08 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
+0.87%
+$208.39 
VDE Vanguard Energy ETF
+0.87%
+$21,544.6 
COP ConocoPhillips
+0.87%
+$49 
MRK Merck & Co., Inc.
+0.85%
+$662.72 
KEYS Keysight Technologies, Inc.
+0.82%
+$539.7 
SUNB Sunbelt Rentals Holdings, Inc.
+0.82%
+$25,164.37 
FCX Freeport-McMoRan Inc.
+0.82%
+$2,785.92 
LLY Eli Lilly and Company
+0.74%
+$76,961.58 
LHX L3Harris Technologies, Inc.
+0.72%
+$787.44 
GD General Dynamics Corporation
+0.68%
+$65 
CTVA Corteva Inc.
+0.66%
+$474.37 
SIVR abrdn Physical Silver Shares ETF
+0.62%
+$2,370.39 
AWK American Water Works Company, Inc.
+0.6%
+$139.2 
APD Air Products and Chemicals, Inc.
+0.59%
+$1,916.25 
VTRS Viatris Inc.
+0.58%
+$214.5 
MCK McKesson Corporation
+0.53%
+$233.09 
EOG EOG Resources, Inc.
+0.52%
+$169.2 
GDX VanEck Gold Miners ETF
+0.52%
+$17,593.5 
AMT American Tower Corporation
+0.51%
+$9,477.2 
JPM JPMorgan Chase & Co.
+0.5%
+$55,845.9 
BMO Bank of Montreal
+0.49%
+$450 
MKL Markel Group Inc.
+0.49%
+$328.1 
CP Canadian Pacific Kansas City Limited
+0.48%
+$4,538.7 
HON Honeywell International Inc.
+0.48%
+$434.91 
AMD Advanced Micro Devices, Inc.
+0.47%
+$1,586.26 
UNP Union Pacific Corporation
+0.47%
+$852.6 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.47%
+$72 
CEG Constellation Energy Corporation
+0.42%
+$81.62 
DE Deere & Company
+0.42%
+$3,645.71 
RY Royal Bank of Canada
+0.42%
+$4,120.2 
MSI Motorola Solutions, Inc.
+0.41%
+$601.64 
INDV Indivior Pharmaceuticals, Inc.
+0.37%
+$411.75 
SLF Sun Life Financial Inc.
+0.37%
+$232.8 
SN SharkNinja, Inc.
+0.36%
+$63.84 
VZ Verizon Communications Inc.
+0.33%
+$782.86 
AEM Agnico Eagle Mines Limited
+0.32%
+$6,875 
RIO Rio Tinto Plc Sponsored ADR
+0.31%
+$38.48 
JXN Jackson Financial Inc.
+0.3%
+$126.37 
LRCX Lam Research Corporation
+0.28%
+$22,446.9 
WBD Warner Bros. Discovery, Inc.
+0.28%
+$25.73 
BAC Bank of America Corporation
+0.27%
+$8,131.36 
KRBN KraneShares Global Carbon Strategy ETF
+0.26%
+$93.75 
IBN ICICI Bank Limited Sponsored ADR
+0.25%
+$37.35 
WST West Pharmaceutical Services, Inc.
+0.25%
+$197.8 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$66,204.52 
BA Boeing Company
+0.24%
+$295.58 
VTV Vanguard Value ETF
+0.23%
+$209.1 
ULTA Ulta Beauty Inc.
+0.21%
+$43.26 
T AT&T Inc.
+0.18%
+$56.74 
ASML ASML Holding N.V. New York Registry Shares
+0.15%
+$158.71 
NEE NextEra Energy, Inc.
+0.09%
+$2,434.88 
PCT PureCycle Technologies, Inc.
+0.08%
+$52.16 
APH Amphenol Corporation
+0.08%
+$5,471.42 
MKC-V McCormick & Company, Incorporated
+0.08%
+$1,156.44 
ARES Ares Management Corporation
+0.02%
+$2.7 
TJX The TJX Companies, Inc.
+0.01%
+$845.36 
JHG Janus Henderson Group plc
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.52%
-$1.2M 
CDNS Cadence Design Systems, Inc.
-9.05%
-$143,230.9 
NFLX Netflix, Inc.
-7.36%
-$159,180.15 
AXON Axon Enterprise, Inc.
-5.69%
-$26,558.22 
CQQQ Invesco China Technology ETF
-5.17%
-$64,962.66 
META Meta Platforms Inc Class A
-4.67%
-$1.06M 
GEHC GE HealthCare Technologies Inc.
-4.02%
-$97,067.52 
RYAAY Ryanair Holdings plc American Depositary Receipt
-3.29%
-$1,046.4 
CPRT Copart Inc.
-3.27%
-$565.17 
IBM International Business Machines Corporation
-3.25%
-$675.45 
SYK Stryker Corporation
-2.98%
-$693,047.25 
IHI iShares U.S. Medical Devices ETF
-2.93%
-$489.6 
KO The Coca-Cola Company
-2.88%
-$224,035.35 
NDAQ Nasdaq, Inc.
-2.68%
-$196,942.79 
OMC Omnicom Group Inc.
-2.53%
-$2,219.46 
BKNG Booking Holdings Inc.
-2.42%
-$515,130 
A Agilent Technologies Inc.
-2.41%
-$765.4 
MELI MercadoLibre, Inc.
-2.39%
-$533.04 
MGNI Magnite, Inc.
-2.34%
-$326.89 
OTIS Otis Worldwide Corporation
-2.33%
-$1,536.5 
MSFT Microsoft Corp.
-2.29%
-$1.08M 
TTEK Tetra Tech, Inc.
-2.28%
-$843.15 
GOOG Alphabet Inc
-2.27%
-$42,562.09 
GOOGL Alphabet Inc
-2.27%
-$1.29M 
FAST Fastenal Co.
-2.21%
-$7,795.04 
WAT Waters Corporation
-2.17%
-$137,229.98 
SAP SAP SE Sponsored ADR
-2.08%
-$254.98 
EW Edwards Lifesciences Corporation
-2.05%
-$358.2 
DIS The Walt Disney Company
-2.05%
-$174,028.32 
DXJ WisdomTree Japan Hedged Equity Fund
-2.04%
-$828.24 
ACN Accenture plc Class A
-2.02%
-$70,436.93 
IDXX IDEXX Laboratories, Inc.
-2.01%
-$754 
AMAT Applied Materials, Inc.
-1.98%
-$865.8 
V Visa Inc. Class A
-1.96%
-$688,409.15 
BNY BlackRock New York Municipal Income Trust
-1.9%
-$1,089.36 
DB Deutsche Bank AG
-1.89%
-$265.88 
ESAB Esab Corporation
-1.87%
-$78.89 
TSLA Tesla, Inc.
-1.87%
-$4,613.6 
PLTR Palantir Technologies Inc.
-1.86%
-$4,486.45 
COIN Coinbase Global, Inc.
-1.83%
-$1,145.63 
NKE Nike, Inc. - Class B
-1.77%
-$2,302.85 
MA Mastercard Incorporated
-1.75%
-$259,774.88 
CPA Copa Holdings S.A.
-1.75%
-$1,330.56 
ADP Automatic Data Processing Inc.
-1.73%
-$259,494.07 
MBOT Microbot Medical Inc.
-1.68%
-$0.03 
ICE Intercontinental Exchange, Inc.
-1.67%
-$5,557.8 
ROK Rockwell Automation, Inc.
-1.64%
-$8,130.2 
MKC McCormick & Company, Incorporated
-1.63%
-$63,965.08 
KLAC KLA Corporation
-1.62%
-$1,988 
CRH CRH plc
-1.59%
-$202,117.23 
CCJ Cameco Corporation
-1.58%
-$1,104 
SPGI S&P Global Inc.
-1.55%
-$113,183.93 
SBUX Starbucks Corporation
-1.53%
-$260.62 
SPOT Spotify Technology S.A.
-1.53%
-$3,735.04 
BABA Alibaba Group Holding Limited SP ADR
-1.51%
-$267 
BSX Boston Scientific Corporation
-1.45%
-$5,060.02 
WMB The Williams Companies, Inc.
-1.45%
-$3,342.6 
RACE Ferrari N.V.
-1.43%
-$21,489.35 
HRI Herc Holdings Inc.
-1.41%
-$550.8 
TMO Thermo Fisher Scientific Inc.
-1.41%
-$138,243.87 
ZTS Zoetis Inc.
-1.4%
-$55,016.35 
INTU Intuit Inc.
-1.39%
-$82,127.1 
TXN Texas Instruments Inc
-1.39%
-$11,059.03 
AXP American Express Company
-1.35%
-$269.5 
LULU lululemon athletica inc.
-1.35%
-$176 
STT State Street Corp
-1.32%
-$799.5 
MSCI MSCI Inc.
-1.31%
-$15,961.59 
URI United Rentals, Inc.
-1.3%
-$907.73 
ROP Roper Technologies Inc.
-1.3%
-$20,707.9 
PEP PepsiCo, Inc.
-1.28%
-$19,616.61 
MAR Marriott International Inc. - Class A
-1.21%
-$337.12 
CRM Salesforce Inc
-1.2%
-$3,647.85 
VUG Vanguard Growth ETF
-1.2%
-$3,744 
VRSK Verisk Analytics Inc.
-1.2%
-$253.05 
PHM PulteGroup Inc.
-1.19%
-$482.02 
SHW The Sherwin-Williams Company
-1.18%
-$1,540.14 
UBS UBS Group AG
-1.16%
-$7,507.58 
COF Capital One Financial Corporation
-1.15%
-$631.8 
CLX The Clorox Company
-1.15%
-$1,282.55 
NVDA NVIDIA Corporation
-1.11%
-$372,623.79 
GIS General Mills, Inc.
-1.11%
-$65.36 
JLL Jones Lang LaSalle Inc.
-1.11%
-$8,261.95 
AJG Arthur J. Gallagher & Co.
-1.1%
-$76,139.73 
HD The Home Depot, Inc.
-1.09%
-$3,630.82 
CME CME Group Inc.
-1.07%
-$47,130.17 
LILA Liberty Latin America Ltd.
-1%
-$0.08 
BDX Becton, Dickinson and Company
-0.97%
-$3,779.88 
GS The Goldman Sachs Group, Inc.
-0.97%
-$178,056.96 
GXO GXO Logistics Inc.
-0.96%
-$37.8 
DHR Danaher Corporation
-0.96%
-$2,050.77 
COPX Global X Copper Miners ETF
-0.96%
-$243.81 
WM Waste Management, Inc.
-0.95%
-$3,291.54 
APTV Aptiv PLC
-0.94%
-$322.56 
BILL Bill Holdings Inc.
-0.94%
-$34.02 
SF Stifel Financial Corp.
-0.94%
-$2,308.8 
ALC Alcon Inc.
-0.94%
-$572.88 
MCD McDonald's Corporation
-0.91%
-$109,790 
PPTA Perpetua Resources Corp.
-0.9%
-$312.17 
VMC Vulcan Materials Company
-0.9%
-$164.3 
C Citigroup Inc.
-0.9%
-$634.84 
AAPL Apple Inc.
-0.88%
-$189,768.94 
LILAK Liberty Latin America Ltd.
-0.87%
-$0.31 
QQQ Invesco QQQ Trust, Series 1
-0.87%
-$61,300 
QCOM QUALCOMM Incorporated
-0.87%
-$1,571.76 
BRO Brown & Brown Inc.
-0.84%
-$235.17 
BLK BlackRock, Inc.
-0.82%
-$8,063.23 
COST Costco Wholesale Corporation
-0.81%
-$6,260.1 
AMRZ Amrize Ltd.
-0.8%
-$615 
MRNA Moderna, Inc.
-0.78%
-$148.96 
AMZN Amazon.com Inc
-0.75%
-$363,140.8 
VSGX Vanguard ESG International Stock ETF
-0.75%
-$409.2 
IEX IDEX Corporation
-0.73%
-$39,604.32 
KDP Keurig Dr Pepper Inc.
-0.72%
-$286.2 
LIN Linde plc
-0.69%
-$42,452.48 
KHC The Kraft Heinz Company
-0.67%
-$122.5 
IBKR Interactive Brokers Group Inc.
-0.66%
-$193.37 
IP International Paper Company
-0.66%
-$2,379 
MICC The Magnum Ice Cream Company N.V.
-0.64%
-$9,202.68 
VLTO Veralto Corporation
-0.63%
-$48.79 
PNC The PNC Financial Services Group, Inc.
-0.62%
-$349.8 
ADSK Autodesk, Inc.
-0.61%
-$934.56 
SUSA iShares MSCI USA ESG Select ETF
-0.6%
-$587.76 
VOO Vanguard S&P 500 ETF
-0.6%
-$1,850.24 
PODD Insulet Corporation
-0.55%
-$386.75 
VT Vanguard Total World Stock ETF
-0.55%
-$33,859.71 
AVEM Avantis Emerging Markets Equity ETF
-0.54%
-$14,369.25 
TMUS T-Mobile US, Inc.
-0.52%
-$104.03 
CLFD Clearfield Inc.
-0.52%
-$31.04 
MDT Medtronic plc
-0.5%
-$126 
ADBE Adobe Inc.
-0.49%
-$2,295.66 
NXPI NXP Semiconductors N.V.
-0.48%
-$470.85 
MRSH Marsh & McLennan Companies, Inc.
-0.44%
-$416 
CL Colgate-Palmolive Company
-0.41%
-$4,063.02 
VPL Vanguard FTSE Pacific ETF
-0.41%
-$11,711.25 
VGT Vanguard Information Technology ETF
-0.41%
-$293.28 
SCHW Charles Schwab Corporation
-0.41%
-$663.6 
ORLY O'Reilly Automotive Inc.
-0.31%
-$135.54 
URA Global X Uranium ETF
-0.31%
-$4,130.76 
PBD Invesco Global Clean Energy ETF
-0.3%
-$18.68 
UL Unilever PLC Sponsored American Depositary Receipt
-0.29%
-$53.28 
AZO AutoZone Inc.
-0.28%
-$12,562.15 
FERG Ferguson Enterprises Inc
-0.28%
-$9,003.15 
WMT Walmart Inc.
-0.28%
-$7,404.16 
SLB Schlumberger Limited
-0.26%
-$1,992.84 
AVGO Broadcom Inc.
-0.25%
-$14,848.5 
TE T1 Energy Inc.
-0.25%
-$6.43 
MDLZ Mondelez International, Inc.
-0.24%
-$20,542.2 
ETHO Amplify Etho Climate Leadership U.S. ETF
-0.23%
-$66.92 
PLD Prologis Inc.
-0.23%
-$7,118.65 
XLP Consumer Staples Select Sector SPDR Fund
-0.23%
-$60 
NOW ServiceNow, Inc.
-0.23%
-$2,997.6 
FSLR First Solar, Inc.
-0.22%
-$172.51 
ANET Arista Networks, Inc.
-0.21%
-$30,858.12 
NEM Newmont Corporation
-0.19%
-$4,210.32 
PG Procter & Gamble Co
-0.19%
-$6,219.63 
SW Smurfit WestRock PLC
-0.18%
-$6,378.16 
DNN Denison Mines Corp.
-0.17%
-$17.82 
AZN AstraZeneca PLC American Depositary Shares
-0.17%
-$144,462.63 
WPM Wheaton Precious Metals Corp.
-0.16%
-$17,358.7 
SOXX iShares Semiconductor ETF
-0.16%
-$30.96 
RIOT Riot Platforms, Inc.
-0.16%
-$15.12 
EL The Estée Lauder Companies Inc. Class A
-0.16%
-$45.63 
EWG iShares MSCI Germany ETF
-0.11%
-$11.65 
SNY Sanofi American Depositary Receipt
-0.1%
-$11.43 
DCH Dauch Corporation
-0.09%
-$0.76 
PFE Pfizer Inc.
-0.06%
-$103.23 
OPTT Ocean Power Technologies Inc.
-0.05%
$0 
VO Vanguard Mid-Cap ETF
-0.04%
-$715.26 
KVUE Kenvue Inc.
-0.03%
-$0.92 
ETSY Etsy Inc.
-0.02%
-$8.52 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.02%
-$602.77 
VGK Vanguard FTSE Europe ETF
-0.01%
-$38.13 
TMC TMC the metals company Inc.
-0.01%
-$14.11 
MS Morgan Stanley
-0.01%
-$1.94 Events
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Dividends
Dividend Analysis
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| Trades 1300 | Longs Won 691/1300 53% | Profit Factor 4.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.5M |
| Average Win $754,117.49 | Best Trade (Jun 30) $301.52M | Sharpe Ratio -13.98 |
| Average Loss -$178,264.51 | Worst Trade (Jul 15) -$14.85M | Z-Score -1 (68.2%) |
| Commissions $0 | Avg. Trade Length 7m 2w 5d | Expectancy $317,332.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | 0.01% | 0.09% | 0.51% | 2.06% | 6.64% | 18.32% | 44.88% |
| Consecutive Losing Trades | 4,878 | 4,390 | 3,902 | 3,415 | 2,927 | 2,439 | 1,951 | 1,463 | 976 | 488 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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