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:
55.36%
Gain +0.05%
Monthly
2.23%
Yearly
30.28%
Drawdown
17.62%
$921.36M
Equity
Holdings
$921.36M
Investment
$823.27M
$465.43M
Profit -$275,086.23
Realized
$367.33M
Unrealized
$98.1M
Dividends
$13.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.05%
Profit
-$275,086.23
Win %
67%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$275,086.23
Win %
67%
This Month
Compared to last month
Gain
3.63%
Profit
$32.25M
Win %
67%
This Year
Compared to last year
Gain
11.48%
Profit
$94.84M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$6.97M 
OPTT Ocean Power Technologies Inc.
+12.5%
+$0.04 
ETN Eaton Corporation plc
+7.32%
+$108,908.57 
GOOG Alphabet Inc
+6.88%
+$121,901.79 
GOOGL Alphabet Inc
+6.73%
+$3.61M 
ANET Arista Networks, Inc.
+5.46%
+$799,740.12 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$889.5 
SOLS Sollensys Corp
+4.84%
+$158.46 
FERG Ferguson Enterprises Inc
+3.52%
+$110,392.47 
META Meta Platforms Inc Class A
+3.28%
+$603,683.29 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$284.69 
ARES Ares Management Corporation
+3.2%
+$535.95 
MSFT Microsoft Corp.
+3.02%
+$1.6M 
NVDA NVIDIA Corporation
+2.93%
+$921,075.52 
HRI Herc Holdings Inc.
+2.89%
+$1,076.1 
FSLR First Solar, Inc.
+2.44%
+$1,862.42 
CVX Chevron Corporation
+2.35%
+$5,424 
VTS Vitesse Energy Inc.
+2.29%
+$105 
ORLY O'Reilly Automotive Inc.
+2.28%
+$998.98 
FAST Fastenal Co.
+2.25%
+$7,946.4 
TTEK Tetra Tech, Inc.
+2.19%
+$820.05 
EOG EOG Resources, Inc.
+2.19%
+$747.3 
CDNS Cadence Design Systems, Inc.
+2.16%
+$31,255.11 
CSCO Cisco Systems, Inc.
+2.14%
+$11,975.04 
KEYS Keysight Technologies, Inc.
+2.04%
+$1,341.9 
OXY Occidental Petroleum Corporation
+2%
+$280 
ROK Rockwell Automation, Inc.
+1.93%
+$9,614.18 
LHX L3Harris Technologies, Inc.
+1.9%
+$1,991.76 
PANW Palo Alto Networks, Inc.
+1.89%
+$90,042.15 
CRM Salesforce Inc
+1.83%
+$5,818.97 
ORCL Oracle Corporation
+1.81%
+$831.6 
ZTS Zoetis Inc.
+1.66%
+$64,484.33 
SHEL Shell plc
+1.62%
+$261.66 
ACN Accenture plc Class A
+1.61%
+$63,333.27 
FANG Diamondback Energy Inc
+1.59%
+$349.8 
BSX Boston Scientific Corporation
+1.59%
+$5,726.85 
VZ Verizon Communications Inc.
+1.52%
+$3,779.3 
SAP SAP SE Sponsored ADR
+1.51%
+$208.24 
LMT Lockheed Martin Corporation
+1.5%
+$1,484.36 
NOC Northrop Grumman Corporation
+1.43%
+$22,683.99 
GE General Electric Company
+1.42%
+$32,161.81 
SLB Schlumberger Limited
+1.39%
+$11,292.76 
KLAC KLA Corporation
+1.38%
+$1,394.41 
CQQQ Invesco China Technology ETF
+1.31%
+$15,410.85 
COP ConocoPhillips
+1.22%
+$72.5 
HACK Amplify Cybersecurity ETF
+1.2%
+$1,324.61 
AMAT Applied Materials, Inc.
+1.18%
+$460.2 
MSI Motorola Solutions, Inc.
+1.14%
+$1,755.08 
VUG Vanguard Growth ETF
+1.1%
+$3,348 
ESAB Esab Corporation
+1.1%
+$43.24 
NOW ServiceNow, Inc.
+1.05%
+$14,488.4 
VDE Vanguard Energy ETF
+1.02%
+$26,007.41 
ADBE Adobe Inc.
+1.01%
+$4,967.31 
LILAK Liberty Latin America Ltd.
+1%
+$0.39 
URI United Rentals, Inc.
+0.99%
+$690.95 
ADP Automatic Data Processing Inc.
+0.98%
+$151,201.03 
TTE TotalEnergies SE
+0.95%
+$20,402.25 
UNP Union Pacific Corporation
+0.92%
+$1,626.04 
LOGI Logitech International S.A.
+0.9%
+$910 
WMB The Williams Companies, Inc.
+0.89%
+$1,949.85 
SCHW Charles Schwab Corporation
+0.87%
+$1,437.8 
IBM International Business Machines Corporation
+0.86%
+$181.45 
GEV GE Vernova Inc.
+0.85%
+$1,603.83 
CP Canadian Pacific Kansas City Limited
+0.83%
+$7,362.78 
MCD McDonald's Corporation
+0.82%
+$96,615.64 
EMR Emerson Electric Co.
+0.79%
+$175.82 
TSLA Tesla, Inc.
+0.76%
+$1,491.51 
STT State Street Corp
+0.73%
+$435.5 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,177.3 
CAT Caterpillar Inc.
+0.7%
+$357.21 
ROP Roper Technologies Inc.
+0.7%
+$11,908.16 
PLTR Palantir Technologies Inc.
+0.65%
+$1,432.8 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$44,400 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$478.89 
APH Amphenol Corporation
+0.55%
+$40,126.66 
HON Honeywell International Inc.
+0.47%
+$454.86 
AXON Axon Enterprise, Inc.
+0.47%
+$2,120.54 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$255.2 
BMO Bank of Montreal
+0.47%
+$415 
SNY Sanofi American Depositary Receipt
+0.44%
+$48.26 
HEI.A Heico Corporation
+0.44%
+$194.36 
ENPH Enphase Energy, Inc.
+0.43%
+$33.12 
WST West Pharmaceutical Services, Inc.
+0.4%
+$294.55 
PFE Pfizer Inc.
+0.4%
+$688.2 
RTX RTX Corporation
+0.39%
+$1,573.32 
AVGO Broadcom Inc.
+0.37%
+$22,507.2 
PG Procter & Gamble Co
+0.37%
+$11,366.91 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$100,934.76 
OTIS Otis Worldwide Corporation
+0.36%
+$228.28 
BAC Bank of America Corporation
+0.36%
+$10,841.82 
SF Stifel Financial Corp.
+0.34%
+$873.6 
AZO AutoZone Inc.
+0.32%
+$14,239.18 
GD General Dynamics Corporation
+0.32%
+$31.72 
MRK Merck & Co., Inc.
+0.32%
+$249.29 
PCT PureCycle Technologies, Inc.
+0.32%
+$208.64 
JXN Jackson Financial Inc.
+0.31%
+$128.06 
JPM JPMorgan Chase & Co.
+0.27%
+$30,788.76 
VT Vanguard Total World Stock ETF
+0.26%
+$16,236.82 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$9,644.32 
KRBN KraneShares Global Carbon Strategy ETF
+0.24%
+$88.24 
CM Canadian Imperial Bank of Commerce
+0.24%
+$51.8 
SLF Sun Life Financial Inc.
+0.22%
+$139.68 
CME CME Group Inc.
+0.21%
+$10,208.88 
JNJ Johnson & Johnson
+0.21%
+$54,641.94 
MKC-V McCormick & Company, Incorporated
+0.2%
+$2,891.1 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$189.6 
INTU Intuit Inc.
+0.18%
+$11,417.81 
T AT&T Inc.
+0.17%
+$56.88 
MS Morgan Stanley
+0.17%
+$66.6 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$89 
CB Chubb Limited
+0.15%
+$37,251.05 
BDX Becton, Dickinson and Company
+0.1%
+$411.91 
ISRG Intuitive Surgical, Inc.
+0.1%
+$8,598 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$2,639.25 
C Citigroup Inc.
+0.1%
+$69.93 
WM Waste Management, Inc.
+0.1%
+$314.16 
WMT Walmart Inc.
+0.09%
+$2,313.85 
ABT Abbott Laboratories
+0.09%
+$234.99 
SOXX iShares Semiconductor ETF
+0.07%
+$12.96 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$17.55 
DIS The Walt Disney Company
+0.03%
+$2,559.24 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 TRI
TRI
0%
$0 
LILAV Liberty Latin America Ltd. Class A Common Stock
0%
$0 
CTVA Corteva Inc.
-11.9%
-$8,769.75 
COIN Coinbase Global, Inc.
-10.59%
-$6,772.12 
RIOT Riot Platforms, Inc.
-8.82%
-$982.8 
AAPL Apple Inc.
-7.35%
-$1.59M 
NXPI NXP Semiconductors N.V.
-6.53%
-$5,840 
SYK Stryker Corporation
-6.42%
-$1.57M 
LIN Linde plc
-5.95%
-$356,341.88 
MU Micron Technology, Inc.
-5.9%
-$157,884.36 
IP International Paper Company
-5.38%
-$22,077.12 
MRNA Moderna, Inc.
-5.35%
-$942.4 
SPOT Spotify Technology S.A.
-4.34%
-$11,607.03 
WPM Wheaton Precious Metals Corp.
-3.84%
-$444,178.6 
FNV Franco-Nevada Corporation
-3.81%
-$359,088.24 
DNN Denison Mines Corp.
-3.77%
-$391.93 
AU AngloGold Ashanti plc
-3.66%
-$343.14 
AEM Agnico Eagle Mines Limited
-3.63%
-$85,625 
DCH Dauch Corporation
-3.58%
-$31.71 
GDX VanEck Gold Miners ETF
-3.49%
-$127,434.1 
SW Smurfit WestRock PLC
-3.26%
-$123,576.85 
CC Chemours Co.
-2.92%
-$487.5 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$550.56 
UA Under Armour Inc.
-2.84%
-$47.88 
APTV Aptiv PLC
-2.79%
-$933.12 
RYAAY Ryanair Holdings plc American Depositary Receipt
-2.76%
-$796.8 
IBKR Interactive Brokers Group Inc.
-2.75%
-$789.33 
AJG Arthur J. Gallagher & Co.
-2.75%
-$190,079.73 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$70,594.67 
VRSK Verisk Analytics Inc.
-2.75%
-$577.5 
PPTA Perpetua Resources Corp.
-2.64%
-$1,007 
UAA Under Armour Inc.
-2.63%
-$45.18 
QCOM QUALCOMM Incorporated
-2.63%
-$4,237.39 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$36,828.96 
ABBV AbbVie Inc.
-2.51%
-$15,592.7 
ICE Intercontinental Exchange, Inc.
-2.42%
-$8,925.45 
TE T1 Energy Inc.
-2.34%
-$42.9 
BA Boeing Company
-2.15%
-$2,679.87 
NEM Newmont Corporation
-2.14%
-$49,320.95 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$170,289.8 
CCJ Cameco Corporation
-2.1%
-$1,480 
SIVR abrdn Physical Silver Shares ETF
-2.08%
-$8,404.12 
CLFD Clearfield Inc.
-2.04%
-$122.22 
KHC The Kraft Heinz Company
-2.01%
-$371 
AGI Alamos Gold Inc.
-2.01%
-$2,065.11 
NFLX Netflix, Inc.
-2%
-$42,448.04 
AWK American Water Works Company, Inc.
-1.93%
-$459.36 
AMD Advanced Micro Devices, Inc.
-1.9%
-$6,237.01 
JLL Jones Lang LaSalle Inc.
-1.85%
-$14,818.35 
GIS General Mills, Inc.
-1.84%
-$101.84 
APD Air Products and Chemicals, Inc.
-1.77%
-$5,814.45 
ETSY Etsy Inc.
-1.77%
-$834.96 
PHM PulteGroup Inc.
-1.76%
-$710.51 
UNH UnitedHealth Group Incorporated
-1.68%
-$46,570.16 
TMC TMC the metals company Inc.
-1.66%
-$2,821.26 
BHP BHP Group Ltd.
-1.64%
-$218.55 
URA Global X Uranium ETF
-1.64%
-$22,374.95 
LRCX Lam Research Corporation
-1.58%
-$117,222.97 
CPRT Copart Inc.
-1.52%
-$274.95 
GLD SPDR Gold Shares
-1.49%
-$54,963.5 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$29,012.43 
KDP Keurig Dr Pepper Inc.
-1.43%
-$572.4 
IEX IDEX Corporation
-1.42%
-$78,265.68 
AMRZ Amrize Ltd.
-1.39%
-$1,035 
NKE Nike, Inc. - Class B
-1.37%
-$1,690.7 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$1,323.96 
FCX Freeport-McMoRan Inc.
-1.28%
-$4,701.24 
CLX The Clorox Company
-1.24%
-$1,362 
MDLZ Mondelez International, Inc.
-1.22%
-$105,450.23 
UBS UBS Group AG
-1.22%
-$7,870.85 
TJX The TJX Companies, Inc.
-1.21%
-$81,154.14 
SHW The Sherwin-Williams Company
-1.16%
-$1,540.14 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$343.98 
MBOT Microbot Medical Inc.
-1.15%
-$0.02 
NEE NextEra Energy, Inc.
-1.15%
-$30,740.36 
OMC Omnicom Group Inc.
-1.14%
-$948.22 
DE Deere & Company
-1.13%
-$9,866.79 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$192 
VTRS Viatris Inc.
-1.13%
-$429 
TXN Texas Instruments Inc
-1.08%
-$8,256.73 
PLD Prologis Inc.
-1.08%
-$32,135.62 
MCK McKesson Corporation
-1.08%
-$484.64 
CRH CRH plc
-1.03%
-$119,460.09 
NDAQ Nasdaq, Inc.
-1.02%
-$75,507.71 
KO The Coca-Cola Company
-1.02%
-$82,298.7 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$28,887.78 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$846,849.9 
VMC Vulcan Materials Company
-0.98%
-$165.54 
EW Edwards Lifesciences Corporation
-0.98%
-$169.15 
XOM Exxon Mobil Corporation
-0.97%
-$16,473.51 
RACE Ferrari N.V.
-0.97%
-$15,220.02 
ALC Alcon Inc.
-0.96%
-$581.56 
SN SharkNinja, Inc.
-0.95%
-$177.84 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$946.39 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.93%
-$15.68 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$134.46 
DB Deutsche Bank AG
-0.89%
-$129.03 
SUNB Sunbelt Rentals Holdings, Inc.
-0.84%
-$25,372.34 
COPX Global X Copper Miners ETF
-0.81%
-$218.24 
WAT Waters Corporation
-0.79%
-$49,977.68 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$370 
PYPL PayPal Holdings Inc
-0.76%
-$9,112.84 
ULTA Ulta Beauty Inc.
-0.76%
-$163.8 
SPGI S&P Global Inc.
-0.74%
-$48,871.49 
MA Mastercard Incorporated
-0.74%
-$114,172.11 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$296.96 
BLK BlackRock, Inc.
-0.73%
-$7,237.85 
CPA Copa Holdings S.A.
-0.71%
-$533.28 
MAR Marriott International Inc. - Class A
-0.71%
-$198.75 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$9,969.57 
BRO Brown & Brown Inc.
-0.66%
-$188.94 
BE Bloom Energy Corporation
-0.63%
-$32.75 
GS The Goldman Sachs Group, Inc.
-0.63%
-$108,034.39 
AMT American Tower Corporation
-0.63%
-$12,122.11 
PM Philip Morris International Inc.
-0.61%
-$1,811.28 
MSCI MSCI Inc.
-0.61%
-$6,674.5 
DHR Danaher Corporation
-0.61%
-$1,238.79 
BILL Bill Holdings Inc.
-0.57%
-$21.06 
VLTO Veralto Corporation
-0.57%
-$44.28 
SBUX Starbucks Corporation
-0.57%
-$94.2 
GXO GXO Logistics Inc.
-0.56%
-$20.16 
COF Capital One Financial Corporation
-0.54%
-$293.8 
LLY Eli Lilly and Company
-0.53%
-$54,857.37 
INDV Indivior Pharmaceuticals, Inc.
-0.52%
-$576.45 
LULU lululemon athletica inc.
-0.51%
-$67.1 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$126 
MGNI Magnite, Inc.
-0.46%
-$63.27 
PEP PepsiCo, Inc.
-0.46%
-$7,013.76 
VGK Vanguard FTSE Europe ETF
-0.44%
-$1,525.2 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$73.6 
CVE Cenovus Energy Inc.
-0.43%
-$26.13 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$44,635.91 
HD The Home Depot, Inc.
-0.42%
-$1,331.64 
MELI MercadoLibre, Inc.
-0.41%
-$93.36 
VGT Vanguard Information Technology ETF
-0.38%
-$268.32 
AXP American Express Company
-0.38%
-$69.85 
MDT Medtronic plc
-0.37%
-$96 
KVUE Kenvue Inc.
-0.36%
-$12.88 
TMUS T-Mobile US, Inc.
-0.36%
-$64.89 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$44.55 
ADSK Autodesk, Inc.
-0.33%
-$545.16 
CL Colgate-Palmolive Company
-0.33%
-$3,125.4 
CEG Constellation Energy Corporation
-0.31%
-$62.37 
RY Royal Bank of Canada
-0.29%
-$2,792.63 
VTV Vanguard Value ETF
-0.27%
-$241.9 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.26%
-$59.54 
ETHO Amplify Etho Climate Leadership U.S. ETF
-0.26%
-$74.16 
A Agilent Technologies Inc.
-0.24%
-$79.22 
COST Costco Wholesale Corporation
-0.24%
-$1,853.62 
PBD Invesco Global Clean Energy ETF
-0.23%
-$13.84 
MKL Markel Group Inc.
-0.2%
-$129.88 
PODD Insulet Corporation
-0.2%
-$140.24 
BKNG Booking Holdings Inc.
-0.18%
-$39,272.31 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$81.84 
MKC McCormick & Company, Incorporated
-0.12%
-$4,462.68 
EWG iShares MSCI Germany ETF
-0.07%
-$7.77 
VO Vanguard Mid-Cap ETF
-0.05%
-$817.44 
JHG Janus Henderson Group plc
-0.04%
-$1.52 
V Visa Inc. Class A
-0.04%
-$13,478.38 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1300 | Longs Won 776/1300 59% | Profit Factor 5.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.5M |
| Average Win $723,809.66 | Best Trade (Jun 30) $301.52M | Sharpe Ratio -13.98 |
| Average Loss -$183,280.09 | Worst Trade (Aug 17) -$18.85M | Z-Score 6.8 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 1d | Expectancy $358,021.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.18% | 0.96% | 3.9% | 13.14% | 38.36% |
| Consecutive Losing Trades | 5,025 | 4,523 | 4,020 | 3,518 | 3,015 | 2,513 | 2,010 | 1,508 | 1,005 | 503 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 233 | $27,256.34 | $32,240.21 | - | $4,983.87 | 18.29% | -0.245% |
| AAPL Apple Inc. | 64,657 | $15.71M | $19.97M | - | $4.27M | 27.16% | -7.354% |
| ABBV AbbVie Inc. | 2,410 | $482,357.63 | $604,765.4 | - | $122,407.77 | 25.38% | -2.513% |
| ABT Abbott Laboratories | 2,611 | $355,122.11 | $275,982.7 | - | -$79,139.41 | -22.29% | +0.085% |
| ACN Accenture plc Class A | 24,081 | $5.99M | $4M | - | -$2M | -33.35% | +1.611% |
| ADBE Adobe Inc. | 1,979 | $765,635.52 | $495,561.39 | - | -$270,074.13 | -35.27% | +1.013% |
| ADP Automatic Data Processing Inc. | 58,379 | $17.21M | $15.56M | - | -$1.66M | -9.62% | +0.982% |
| ADSK Autodesk, Inc. | 708 | $197,986.2 | $165,813.6 | - | -$32,172.6 | -16.25% | -0.328% |
| AEM Agnico Eagle Mines Limited | 15,625 | $2.63M | $2.27M | - | -$361,296.52 | -13.73% | -3.635% |
| AGI Alamos Gold Inc. | 3,623 | $126,260 | $100,828.09 | - | -$25,431.91 | -20.14% | -2.007% |
| AJG Arthur J. Gallagher & Co. | 27,000 | $5.85M | $6.73M | - | $886,680 | 15.16% | -2.745% |
| ALC Alcon Inc. | 868 | $64,782.5 | $59,839.92 | - | -$4,942.58 | -7.63% | -0.963% |
| AMAT Applied Materials, Inc. | 78 | $15,969.78 | $39,598.26 | - | $23,628.48 | 147.96% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 675 | $109,991.53 | $321,401.24 | - | $211,409.71 | 192.21% | -1.904% |
| AMRZ Amrize Ltd. | 1,500 | $81,120 | $73,365 | - | -$7,755 | -9.56% | -1.391% |
| AMT American Tower Corporation | 11,020 | $2.06M | $1.91M | - | -$149,072.95 | -7.24% | -0.631% |
| AMZN Amazon.com Inc | 193,160 | $40.86M | $52.46M | - | $11.6M | 28.38% | +15.321% |
| ANET Arista Networks, Inc. | 85,717 | $12.48M | $15.46M | - | $2.98M | 23.92% | +5.456% |
| APD Air Products and Chemicals, Inc. | 1,095 | $308,855.7 | $322,904.56 | - | $14,048.86 | 4.55% | -1.769% |
| APH Amphenol Corporation | 91,198 | $5.56M | $7.33M | - | $1.77M | 31.77% | +0.551% |
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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 - $303.21M, AutoZone Inc - $36.52M, KLA Corporation - $21.71M, Intuit Inc - $8.47M, and The Goldman Sachs Group, Inc - $2.95M. 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 - $5.03M, The Walt Disney Company - $3.83M, Amazon.com Inc - $2.95M, Microsoft Corp - $2.94M, 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 $13.04M earned over time. The largest contributors to dividend income include Broadcom Inc - $1.67M, Johnson & Johnson - $782,167.7, Mondelez International, Inc - $490,015.87, Microsoft Corp - $482,812.02, and Stryker Corporation - $476,728.72. 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.
