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:
54.8%
Gain -0.39%
Monthly
2.05%
Yearly
27.62%
Drawdown
17.62%
$917.12M
Equity
Holdings
$917.12M
Investment
$823.27M
$461.4M
Profit -$3.71M
Realized
$367.54M
Unrealized
$93.86M
Dividends
$15.36M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.39%
Profit
-$3.71M
Win %
62%
This Week
Compared To Last Week
Gain
0.21%
Profit
$1.91M
Win %
62%
This Month
Compared to last month
Gain
2.4%
Profit
$21.45M
Win %
62%
This Year
Compared to last year
Gain
10.99%
Profit
$90.79M
Win %
61%
MBOT Microbot Medical Inc.
+4.93%
+$0.05 
VTS Vitesse Energy Inc.
+3.62%
+$189 
IDXX IDEXX Laboratories, Inc.
+2.83%
+$1,008.15 
TTE TotalEnergies SE
+2.75%
+$59,731.83 
SLB Schlumberger Limited
+2.64%
+$21,173.92 
COP ConocoPhillips
+2.46%
+$174 
MSI Motorola Solutions, Inc.
+2.43%
+$3,948.04 
FANG Diamondback Energy Inc
+2.41%
+$519.2 
EOG EOG Resources, Inc.
+2.4%
+$860.1 
PCT PureCycle Technologies, Inc.
+2.35%
+$782.4 
NOC Northrop Grumman Corporation
+2.32%
+$34,412.47 
LMT Lockheed Martin Corporation
+2.27%
+$2,084.64 
RTX RTX Corporation
+2.22%
+$7,772.95 
SHEL Shell plc
+2.2%
+$404.95 
PEP PepsiCo, Inc.
+2.15%
+$30,246.84 
PODD Insulet Corporation
+2.12%
+$1,251.62 
PM Philip Morris International Inc.
+2.12%
+$6,500.74 
UL Unilever PLC Sponsored American Depositary Receipt
+2.03%
+$387.76 
VMC Vulcan Materials Company
+1.99%
+$311.55 
IBN ICICI Bank Limited Sponsored ADR
+1.89%
+$276.39 
TJX The TJX Companies, Inc.
+1.85%
+$113,278.24 
CVX Chevron Corporation
+1.85%
+$4,877.99 
NEM Newmont Corporation
+1.85%
+$51,486.26 
CVE Cenovus Energy Inc.
+1.8%
+$115.58 
OXY Occidental Petroleum Corporation
+1.8%
+$272.5 
AMRZ Amrize Ltd.
+1.77%
+$990 
MDLZ Mondelez International, Inc.
+1.73%
+$149,273.46 
AMT American Tower Corporation
+1.72%
+$34,437.5 
VDE Vanguard Energy ETF
+1.72%
+$49,090.91 
CRH CRH plc
+1.62%
+$160,487.11 
C Citigroup Inc.
+1.58%
+$1,049.1 
AZO AutoZone Inc.
+1.58%
+$71,166.8 
RYAAY Ryanair Holdings plc American Depositary Receipt
+1.48%
+$369.6 
JPM JPMorgan Chase & Co.
+1.46%
+$160,167.39 
GE General Electric Company
+1.43%
+$28,581.18 
SW Smurfit WestRock PLC
+1.42%
+$46,640.29 
VTRS Viatris Inc.
+1.4%
+$546.98 
XOM Exxon Mobil Corporation
+1.38%
+$25,948.58 
KO The Coca-Cola Company
+1.37%
+$115,675.4 
ENPH Enphase Energy, Inc.
+1.36%
+$86.94 
MAR Marriott International Inc. - Class A
+1.35%
+$391.5 
LHX L3Harris Technologies, Inc.
+1.33%
+$1,233.27 
ROK Rockwell Automation, Inc.
+1.32%
+$5,914.8 
GD General Dynamics Corporation
+1.3%
+$113.62 
COF Capital One Financial Corporation
+1.29%
+$669.5 
BHP BHP Group Ltd.
+1.28%
+$164.3 
COST Costco Wholesale Corporation
+1.26%
+$10,016.15 
NEE NextEra Energy, Inc.
+1.25%
+$30,131.64 
OTIS Otis Worldwide Corporation
+1.25%
+$772.64 
NXPI NXP Semiconductors N.V.
+1.22%
+$1,029.3 
PNC The PNC Financial Services Group, Inc.
+1.18%
+$558.8 
AWK American Water Works Company, Inc.
+1.17%
+$271.44 
HD The Home Depot, Inc.
+1.17%
+$3,458.39 
HEI.A Heico Corporation
+1.16%
+$460.1 
BLK BlackRock, Inc.
+1.15%
+$11,673.06 
TMUS T-Mobile US, Inc.
+1.14%
+$183.86 
ACN Accenture plc Class A
+1.13%
+$61,286.14 
MRK Merck & Co., Inc.
+1.11%
+$981.91 
LIN Linde plc
+1.1%
+$64,061.44 
FERG Ferguson Enterprises Inc
+1.09%
+$34,696.89 
ZTS Zoetis Inc.
+1.05%
+$41,965.96 
APTV Aptiv PLC
+1.04%
+$270.72 
WMB The Williams Companies, Inc.
+1.04%
+$2,228.4 
SLF Sun Life Financial Inc.
+1.02%
+$624.68 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.98%
+$18.62 
ITA iShares U.S. Aerospace & Defense ETF
+0.97%
+$629.13 
PG Procter & Gamble Co
+0.96%
+$32,384.93 
VZ Verizon Communications Inc.
+0.96%
+$2,294.57 
LLY Eli Lilly and Company
+0.92%
+$103,361.04 
AAPL Apple Inc.
+0.92%
+$202,376.41 
CL Colgate-Palmolive Company
+0.9%
+$8,699.03 
AU AngloGold Ashanti plc
+0.9%
+$93.48 
TXN Texas Instruments Inc
+0.88%
+$6,739.31 
XLP Consumer Staples Select Sector SPDR Fund
+0.88%
+$228 
HON Honeywell International Inc.
+0.87%
+$734.16 
RIO Rio Tinto Plc Sponsored ADR
+0.83%
+$100.58 
SYK Stryker Corporation
+0.81%
+$167,734.28 
CLX The Clorox Company
+0.8%
+$783.15 
MKL Markel Group Inc.
+0.79%
+$488.07 
BRO Brown & Brown Inc.
+0.78%
+$213.06 
ORLY O'Reilly Automotive Inc.
+0.75%
+$331.32 
KHC The Kraft Heinz Company
+0.73%
+$119 
MRSH Marsh & McLennan Companies, Inc.
+0.73%
+$707.2 
PPTA Perpetua Resources Corp.
+0.68%
+$251.75 
NKE Nike, Inc. - Class B
+0.67%
+$728.75 
ISRG Intuitive Surgical, Inc.
+0.65%
+$66,039.26 
BNY BlackRock New York Municipal Income Trust
+0.64%
+$323.96 
CTVA Corteva Inc.
+0.62%
+$66 
DIS The Walt Disney Company
+0.61%
+$57,582.9 
SPGI S&P Global Inc.
+0.61%
+$41,071.02 
FAST Fastenal Co.
+0.6%
+$2,308.24 
ABBV AbbVie Inc.
+0.6%
+$4,121.12 
V Visa Inc. Class A
+0.6%
+$231,074.4 
ASML ASML Holding N.V. New York Registry Shares
+0.6%
+$584.1 
T AT&T Inc.
+0.6%
+$199.08 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$167,681.94 
RY Royal Bank of Canada
+0.58%
+$5,241.86 
WMT Walmart Inc.
+0.56%
+$15,386.77 
PYPL PayPal Holdings Inc
+0.56%
+$6,627.52 
CB Chubb Limited
+0.56%
+$138,460.75 
ESAB Esab Corporation
+0.55%
+$16.56 
MKC McCormick & Company, Incorporated
+0.54%
+$18,222.61 
BAC Bank of America Corporation
+0.5%
+$12,813.06 
AXP American Express Company
+0.49%
+$84.7 
FNV Franco-Nevada Corporation
+0.49%
+$49,778.82 
DXJ WisdomTree Japan Hedged Equity Fund
+0.47%
+$194.88 
JNJ Johnson & Johnson
+0.46%
+$121,140.15 
KVUE Kenvue Inc.
+0.46%
+$15.64 
AJG Arthur J. Gallagher & Co.
+0.45%
+$30,509.73 
APD Air Products and Chemicals, Inc.
+0.45%
+$1,450.86 
PFE Pfizer Inc.
+0.44%
+$894.66 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.44%
+$86.4 
CM Canadian Imperial Bank of Commerce
+0.41%
+$84.17 
KDP Keurig Dr Pepper Inc.
+0.4%
+$171.72 
BMO Bank of Montreal
+0.39%
+$320 
ADP Automatic Data Processing Inc.
+0.38%
+$63,633.69 
IP International Paper Company
+0.35%
+$1,141.94 
SOLS Sollensys Corp
+0.35%
+$11.97 
GEV GE Vernova Inc.
+0.34%
+$600.23 
GDX VanEck Gold Miners ETF
+0.31%
+$12,838.64 
VGK Vanguard FTSE Europe ETF
+0.31%
+$1,029.51 
UAA Under Armour Inc.
+0.31%
+$3.77 
MCK McKesson Corporation
+0.3%
+$156 
VTV Vanguard Value ETF
+0.29%
+$266.5 
MCD McDonald's Corporation
+0.28%
+$30,302.04 
ICE Intercontinental Exchange, Inc.
+0.28%
+$1,059.75 
CME CME Group Inc.
+0.28%
+$14,507.28 
FCX Freeport-McMoRan Inc.
+0.26%
+$1,044.73 
EWG iShares MSCI Germany ETF
+0.24%
+$25.9 
SNY Sanofi American Depositary Receipt
+0.24%
+$24.13 
WM Waste Management, Inc.
+0.23%
+$728.28 
NVDA NVIDIA Corporation
+0.18%
+$63,717.06 
CPRT Copart Inc.
+0.18%
+$30.55 
UBS UBS Group AG
+0.16%
+$908.17 
CC Chemours Co.
+0.15%
+$19.5 
BA Boeing Company
+0.15%
+$160.46 
GEHC GE HealthCare Technologies Inc.
+0.15%
+$3,860.64 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.12%
+$4,822.16 
MS Morgan Stanley
+0.12%
+$40.7 
AEM Agnico Eagle Mines Limited
+0.12%
+$3,359.37 
IEX IDEX Corporation
+0.11%
+$6,129.24 
AGI Alamos Gold Inc.
+0.11%
+$126.81 
SBUX Starbucks Corporation
+0.09%
+$14.13 
GXO GXO Logistics Inc.
+0.09%
+$2.88 
MA Mastercard Incorporated
+0.08%
+$13,701.18 
VRSK Verisk Analytics Inc.
+0.06%
+$11.55 
JXN Jackson Financial Inc.
+0.05%
+$20.22 
WPM Wheaton Precious Metals Corp.
+0.04%
+$5,105.5 
URI United Rentals, Inc.
+0.03%
+$18.2 
WST West Pharmaceutical Services, Inc.
+0.02%
+$17.2 
CAT Caterpillar Inc.
+0.02%
+$7.56 
BSX Boston Scientific Corporation
+0.01%
+$39.23 
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 
LILAV Liberty Latin America Ltd. Class A Common Stock
0%
$0 
OPTT Ocean Power Technologies Inc.
-10.28%
$0 
MRNA Moderna, Inc.
-10.11%
-$7,265.6 
PANW Palo Alto Networks, Inc.
-7.8%
-$422,685.52 
TE T1 Energy Inc.
-7%
-$87.94 
RIOT Riot Platforms, Inc.
-6.87%
-$536.76 
PLTR Palantir Technologies Inc.
-6.6%
-$23,685.97 
NOW ServiceNow, Inc.
-5.28%
-$98,046.62 
HACK Amplify Cybersecurity ETF
-4.6%
-$5,861.66 
ARM Arm Holdings plc American Depositary Receipt
-3.84%
-$1,879 
BE Bloom Energy Corporation
-3.79%
-$224.12 
AXON Axon Enterprise, Inc.
-3.76%
-$13,516.16 
ORCL Oracle Corporation
-3.57%
-$1,728 
MU Micron Technology, Inc.
-3.57%
-$101,617.31 
AMD Advanced Micro Devices, Inc.
-3.4%
-$12,909.36 
ANET Arista Networks, Inc.
-3.35%
-$532,302.57 
COIN Coinbase Global, Inc.
-3.08%
-$2,216.97 
AVGO Broadcom Inc.
-3.08%
-$165,677.84 
LRCX Lam Research Corporation
-2.9%
-$201,024.21 
CRM Salesforce Inc
-2.87%
-$12,437.87 
IBKR Interactive Brokers Group Inc.
-2.84%
-$773.48 
INDV Indivior Pharmaceuticals, Inc.
-2.68%
-$2,470.5 
NFLX Netflix, Inc.
-2.64%
-$55,822.08 
ADBE Adobe Inc.
-2.63%
-$13,120.77 
TMC TMC the metals company Inc.
-2.62%
-$3,291.47 
BILL Bill Holdings Inc.
-2.61%
-$99.22 
AMAT Applied Materials, Inc.
-2.6%
-$872.82 
DCH Dauch Corporation
-2.55%
-$19.63 
KLAC KLA Corporation
-2.44%
-$2,384.82 
META Meta Platforms Inc Class A
-2.39%
-$602,316.78 
ADSK Autodesk, Inc.
-2.17%
-$3,766.56 
MGNI Magnite, Inc.
-2.1%
-$362.05 
SOXX iShares Semiconductor ETF
-2.01%
-$371.7 
WAT Waters Corporation
-2%
-$148,094.73 
SCHW Charles Schwab Corporation
-1.98%
-$2,938.8 
MSFT Microsoft Corp.
-1.92%
-$1.22M 
INTU Intuit Inc.
-1.91%
-$126,395.81 
DNN Denison Mines Corp.
-1.91%
-$160.34 
ULTA Ulta Beauty Inc.
-1.88%
-$480.9 
VGT Vanguard Information Technology ETF
-1.81%
-$1,385.28 
CCJ Cameco Corporation
-1.81%
-$1,208 
CSCO Cisco Systems, Inc.
-1.74%
-$9,437.12 
GOOGL Alphabet Inc
-1.64%
-$921,659.04 
DE Deere & Company
-1.64%
-$15,482.14 
KEYS Keysight Technologies, Inc.
-1.64%
-$1,178.1 
GOOG Alphabet Inc
-1.55%
-$28,339.38 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$110,350 
TSLA Tesla, Inc.
-1.5%
-$3,425.44 
URA Global X Uranium ETF
-1.5%
-$18,588.42 
CQQQ Invesco China Technology ETF
-1.49%
-$14,818.12 
EW Edwards Lifesciences Corporation
-1.49%
-$260.69 
ETN Eaton Corporation plc
-1.48%
-$22,966.63 
UNH UnitedHealth Group Incorporated
-1.46%
-$39,060.98 
TMO Thermo Fisher Scientific Inc.
-1.4%
-$175,559.58 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-1.39%
-$286.25 
ETSY Etsy Inc.
-1.37%
-$695.8 
SPOT Spotify Technology S.A.
-1.33%
-$3,635.2 
BDX Becton, Dickinson and Company
-1.32%
-$6,202.86 
VUG Vanguard Growth ETF
-1.27%
-$4,122 
SF Stifel Financial Corp.
-1.26%
-$2,698.8 
STT State Street Corp
-1.24%
-$676 
CDNS Cadence Design Systems, Inc.
-1.2%
-$16,908.19 
AVEM Avantis Emerging Markets Equity ETF
-1.12%
-$29,618.25 
APH Amphenol Corporation
-1.1%
-$164,156.4 
A Agilent Technologies Inc.
-1.1%
-$449.69 
EL The Estée Lauder Companies Inc. Class A
-1.08%
-$407.16 
ARES Ares Management Corporation
-1.07%
-$164.7 
FSLR First Solar, Inc.
-1.03%
-$682.64 
QCOM QUALCOMM Incorporated
-1.01%
-$1,906.28 
AZN AstraZeneca PLC American Depositary Shares
-1%
-$829,409.77 
LILAK Liberty Latin America Ltd.
-0.98%
-$0.39 
MSCI MSCI Inc.
-0.97%
-$10,688.79 
MKC-V McCormick & Company, Incorporated
-0.95%
-$13,009.95 
HRI Herc Holdings Inc.
-0.94%
-$297.07 
MELI MercadoLibre, Inc.
-0.94%
-$208.86 
LOGI Logitech International S.A.
-0.91%
-$960 
SN SharkNinja, Inc.
-0.88%
-$194.94 
BABA Alibaba Group Holding Limited SP ADR
-0.87%
-$144.75 
AMZN Amazon.com Inc
-0.84%
-$414,326.27 
JLL Jones Lang LaSalle Inc.
-0.82%
-$5,648.27 
SAP SAP SE Sponsored ADR
-0.79%
-$134.52 
MDT Medtronic plc
-0.74%
-$213 
ETHO Amplify Etho Climate Leadership U.S. ETF
-0.74%
-$214.2 
IBM International Business Machines Corporation
-0.7%
-$156.75 
SUSA iShares MSCI USA ESG Select ETF
-0.69%
-$688.18 
CLFD Clearfield Inc.
-0.67%
-$38.8 
PBD Invesco Global Clean Energy ETF
-0.65%
-$36.26 
LULU lululemon athletica inc.
-0.65%
-$70.4 
EMR Emerson Electric Co.
-0.6%
-$144.53 
VOO Vanguard S&P 500 ETF
-0.56%
-$1,765.12 
SUNB Sunbelt Rentals Holdings, Inc.
-0.52%
-$16,637.6 
CEG Constellation Energy Corporation
-0.5%
-$106.26 
VT Vanguard Total World Stock ETF
-0.5%
-$31,285.58 
ROP Roper Technologies Inc.
-0.49%
-$8,274.42 
OMC Omnicom Group Inc.
-0.45%
-$380.33 
VSGX Vanguard ESG International Stock ETF
-0.43%
-$231.88 
UNP Union Pacific Corporation
-0.41%
-$718.61 
DHR Danaher Corporation
-0.41%
-$978.54 
VLTO Veralto Corporation
-0.41%
-$33.62 
CPA Copa Holdings S.A.
-0.4%
-$282.48 
SHW The Sherwin-Williams Company
-0.37%
-$482.5 
VO Vanguard Mid-Cap ETF
-0.37%
-$6,130.8 
BKNG Booking Holdings Inc.
-0.36%
-$68,145 
KRBN KraneShares Global Carbon Strategy ETF
-0.35%
-$132.36 
DB Deutsche Bank AG
-0.34%
-$43.01 
ALC Alcon Inc.
-0.33%
-$190.96 
VPL Vanguard FTSE Pacific ETF
-0.32%
-$9,238.87 
ABT Abbott Laboratories
-0.3%
-$809.41 
TTEK Tetra Tech, Inc.
-0.29%
-$115.5 
COPX Global X Copper Miners ETF
-0.27%
-$75.02 
PLD Prologis Inc.
-0.26%
-$6,711.87 
SIVR abrdn Physical Silver Shares ETF
-0.26%
-$1,005.62 
SGOL abrdn Physical Gold Shares ETF
-0.25%
-$5,089.9 
GLD SPDR Gold Shares
-0.24%
-$9,095.3 
GS The Goldman Sachs Group, Inc.
-0.2%
-$30,010.1 
IHI iShares U.S. Medical Devices ETF
-0.17%
-$28.8 
CEF Sprott Physical Gold and Silver Trust
-0.16%
-$12,870.72 
UA Under Armour Inc.
-0.1%
-$1.26 
B BARRICK MINING CORP Common Stock (ABR0)
-0.1%
-$1,518.72 
GIS General Mills, Inc.
-0.09%
-$4.56 
PHM PulteGroup Inc.
-0.09%
-$31.3 
NDAQ Nasdaq, Inc.
-0.06%
-$4,670.58 
RACE Ferrari N.V.
-0.05%
-$808.28 
JHG Janus Henderson Group plc
-0.04%
-$1.52 
CP Canadian Pacific Kansas City Limited
-0.01%
-$100.86 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1300 | Longs Won 746/1300 57% | Profit Factor 5.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.5M |
| Average Win $753,846.32 | Best Trade (Jun 30) $301.52M | Sharpe Ratio -13.98 |
| Average Loss -$182,262.4 | Worst Trade (Oct 15) -$19.17M | Z-Score 3.73 (99.98%) |
| Commissions $0 | Avg. Trade Length 8m 3w 6d | Expectancy $354,919.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.2% | 1.03% | 4.09% | 13.53% | 38.89% |
| Consecutive Losing Trades | 5,025 | 4,523 | 4,020 | 3,518 | 3,015 | 2,513 | 2,010 | 1,508 | 1,005 | 503 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 233 | $27,256.34 | $40,453.46 | - | $13,197.12 | 48.42% | -1.099% |
| AAPL Apple Inc. | 64,657 | $15.71M | $22.32M | - | $6.61M | 42.07% | +0.915% |
| ABBV AbbVie Inc. | 2,410 | $482,357.63 | $687,115.1 | - | $204,757.47 | 42.45% | +0.603% |
| ABT Abbott Laboratories | 2,611 | $355,122.11 | $272,510.07 | - | -$82,612.04 | -23.26% | -0.296% |
| ACN Accenture plc Class A | 24,081 | $5.99M | $5.48M | - | -$517,405.85 | -8.63% | +1.132% |
| ADBE Adobe Inc. | 1,979 | $765,635.52 | $484,934.16 | - | -$280,701.36 | -36.66% | -2.634% |
| ADP Automatic Data Processing Inc. | 58,379 | $17.21M | $16.74M | - | -$471,335.29 | -2.74% | +0.382% |
| ADSK Autodesk, Inc. | 708 | $197,986.2 | $169,806.72 | - | -$28,179.48 | -14.23% | -2.17% |
| AEM Agnico Eagle Mines Limited | 15,625 | $2.63M | $2.93M | - | $302,844.1 | 11.51% | +0.115% |
| AGI Alamos Gold Inc. | 3,623 | $126,260 | $115,990.34 | - | -$10,269.66 | -8.13% | +0.109% |
| AJG Arthur J. Gallagher & Co. | 27,000 | $5.85M | $6.78M | - | $935,550 | 16% | +0.452% |
| ALC Alcon Inc. | 868 | $64,782.5 | $57,600.48 | - | -$7,182.02 | -11.09% | -0.33% |
| AMAT Applied Materials, Inc. | 78 | $15,969.78 | $32,667.96 | - | $16,698.18 | 104.56% | -2.602% |
| AMD Advanced Micro Devices, Inc. | 675 | $109,991.53 | $366,595.87 | - | $256,604.34 | 233.29% | -3.402% |
| AMRZ Amrize Ltd. | 1,500 | $81,120 | $56,970 | - | -$24,150 | -29.77% | +1.768% |
| AMT American Tower Corporation | 11,020 | $2.06M | $2.03M | - | -$26,475.45 | -1.29% | +1.723% |
| AMZN Amazon.com Inc | 193,160 | $40.86M | $48.8M | - | $7.93M | 19.41% | -0.842% |
| ANET Arista Networks, Inc. | 85,717 | $12.48M | $15.38M | - | $2.9M | 23.25% | -3.346% |
| APD Air Products and Chemicals, Inc. | 1,095 | $308,855.7 | $326,227.87 | - | $17,372.17 | 5.62% | +0.447% |
| APH Amphenol Corporation | 182,396 | $5.56M | $14.7M | - | $9.14M | 164.32% | -1.104% |
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FAQ
Which stocks have generated the highest profits for Evelyn Partners Investment Management Services Ltd.?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $303.22M, AutoZone Inc - $36.52M, KLA Corporation - $21.71M, Intuit Inc - $8.5M, and The Goldman Sachs Group, Inc - $3.03M. 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 - $5.01M, The Walt Disney Company - $3.83M, Amazon.com Inc - $2.95M, Microsoft Corp - $2.83M, and Arista Networks, Inc - $2.58M. 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 Services Ltd.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.36M earned over time. The largest contributors to dividend income include Broadcom Inc - $1.68M, Johnson & Johnson - $920,319.02, Microsoft Corp - $589,979.08, Mondelez International, Inc - $561,228.83, and The Goldman Sachs Group, Inc - $542,294. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Evelyn Partners Investment Management Services Ltd.'s monthly returns?
Evelyn Partners Investment Management Services Ltd.'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 Services Ltd.'s strategy be considered aggressive or moderate?
Evelyn Partners Investment Management Services Ltd.'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 Services Ltd.'s strategy?
Evelyn Partners Investment Management Services Ltd.'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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