Evelyn Partners Asset Management LTD Portfolio Holdings

Evelyn Partners Asset Management LTD

  • $222 Billion
  • Q2 2025

Evelyn Partners Asset Management LTD has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $222 Billion distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $20.8B, Amazon Com Inc with a value of $14.7B, Alphabet Inc. with a value of $14.1B, Visa Inc. with a value of $12.5B, and Stryker Corp with a value of $11.3B.

Examining the 13F form we can see an increase of $62.3B in the current position value, from $160B to 222B.

Evelyn Partners Asset Management LTD is based out at London,

Below you can find more details about Evelyn Partners Asset Management LTD portfolio as well as his latest detailed transactions.

Portfolio value $222 Billion
Technology: $53.6 Billion
Healthcare: $38.2 Billion
Financial Services: $34.8 Billion
Communication Services: $34.5 Billion
Consumer Cyclical: $26.6 Billion
Consumer Defensive: $16.9 Billion
Industrials: $12.1 Billion
Basic Materials: $1.83 Billion
Other: $1.13 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$20.8 Billion 9.37% of portfolio
83,696
Q2 2025 Added 124,819.4%
$2.26T
$14.7 Billion 6.61% of portfolio
200,055
Q2 2025 Added 354.96%
$1.21T
$14.1 Billion 6.36% of portfolio
160,404
Q2 2025 Added 139,381.73%
$551B
$12.5 Billion 5.63% of portfolio
70,460
Q2 2025 Added 102.98%
$142B
$11.3 Billion 5.09% of portfolio
57,202
Q2 2025 Added 2,368.8%
$124B
$11.3 Billion 5.07% of portfolio
109,560
Q2 2025 Added 17,429.6%
$201B
$10.7 Billion 4.81% of portfolio
27,168
Q2 2025 Added 2,039.21%
$207B
$10.3 Billion 4.61% of portfolio
164,060
Q2 2025 Added 343.06%
$548B
$9.23 Billion 4.15% of portfolio
32,848
Q2 2025 Added 110.52%
$75.9B
$8.44 Billion 3.8% of portfolio
6,819
Q2 2025 Added 581.9%
$17.1B
$8.23 Billion 3.7% of portfolio
47,132
Q2 2025 Added 329.49%
$157B
$7.46 Billion 3.36% of portfolio
38,556
Q2 2025 Added 8,662.73%
$70.1B
$6.29 Billion 2.83% of portfolio
40,342
Q2 2025 Reduced 10.47%
$78.6B
$6.27 Billion 2.82% of portfolio
168,724
Q2 2025 New
$91.7B
$5.81 Billion 2.62% of portfolio
214,366
Q2 2025 New
$295B
$5.78 Billion 2.6% of portfolio
7,210
Q2 2025 New
$155B
$5.4 Billion 2.43% of portfolio
88,327
Q2 2025 New
$621B
$4.09 Billion 1.84% of portfolio
16,850
Q2 2025 Added 1,492.63%
$368B
$3.92 Billion 1.76% of portfolio
49,192
Q2 2025 New
$1.78T
$3.11 Billion 1.4% of portfolio
4,207
Q2 2025 Added 28.34%
$1.27T
$3.01 Billion 1.35% of portfolio
13,285
Q2 2025 New
Arista Networks Inc
-
$2.65 Billion 1.19% of portfolio
-
Q2 2025 Added 361.41%
$456B
$2.49 Billion 1.12% of portfolio
15,741
Q2 2025 Added 65.59%
$63.5B
$2.09 Billion 0.94% of portfolio
20,695
Q2 2025 Added 19,423.58%
$452B
$1.89 Billion 0.85% of portfolio
12,397
Q2 2025 Added 594.51%
$70.9B
$1.87 Billion 0.84% of portfolio
20,570
Q2 2025 Added 1,450.11%
$169B
$1.71 Billion 0.77% of portfolio
3,145
Q2 2025 Reduced 69.77%
$217B
$1.68 Billion 0.76% of portfolio
291
Q2 2025 Reduced 92.77%
$84.1B
$1.57 Billion 0.71% of portfolio
23,317
Q2 2025 Added 111.7%
$233B
$1.55 Billion 0.7% of portfolio
22,131
Q2 2025 New
$3.69T
$1.34 Billion 0.6% of portfolio
6,518
Q2 2025 Reduced 71.97%
$222B
$1.34 Billion 0.6% of portfolio
4,588
Q2 2025 Reduced 2.8%
$202B
$1.29 Billion 0.58% of portfolio
9,786
Q2 2025 New
$254B
$1.07 Billion 0.48% of portfolio
1,517
Q2 2025 Added 681.96%
$102B
$911 Million 0.41% of portfolio
15,616
Q2 2025 Added 7,163.26%
$381B
$900 Million 0.41% of portfolio
19,028
Q2 2025 Added 3,097.98%
$293B
$885 Million 0.4% of portfolio
12,761
Q2 2025 Added 7.22%
$187B
$603 Million 0.27% of portfolio
1,487
Q2 2025 Reduced 87.91%
$1.24T
$574 Million 0.26% of portfolio
3,237
Q2 2025 Added 4,395.83%
$139B
$569 Million 0.26% of portfolio
4,618
Q2 2025 Reduced 69.28%
$51B
$572 Million 0.26% of portfolio
7,672
Q2 2025 Added 16.68%
$306B
$521 Million 0.23% of portfolio
7,357
Q2 2025 Reduced 56.98%
$442B
$481 Million 0.22% of portfolio
4,466
Q2 2025 Added 79.07%
$121B
$430 Million 0.19% of portfolio
8,904
Q2 2025 Added 24.53%
$141B
$302 Million 0.14% of portfolio
4,352
Q2 2025 Reduced 1.25%
$545B
$281 Million 0.13% of portfolio
210
Q2 2025 Reduced 91.47%
$4.21B
$256 Million 0.12% of portfolio
2,300
Q2 2025 New
$351B
$276 Million 0.12% of portfolio
1,488
Q2 2025 Reduced 83.45%
$38.7B
$255 Million 0.11% of portfolio
1,049
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $222 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 41 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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