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
$172B
$214 Million 0.1% of portfolio
208
Q2 2025 Reduced 88.88%
$229B
$192 Million 0.09% of portfolio
1,317
Q2 2025 Reduced 82.4%
$859B
$206 Million 0.09% of portfolio
709
Q2 2025 Added 21.61%
$94.4B
$204 Million 0.09% of portfolio
2,878
Q2 2025 Reduced 89.28%
$36B
$173 Million 0.08% of portfolio
2,521
Q2 2025 Added 1.45%
$57.5B
$130 Million 0.06% of portfolio
1,250
Q2 2025 Reduced 0.08%
$123B
$138 Million 0.06% of portfolio
925
Q2 2025 Reduced 75.11%
$439B
$124 Million 0.06% of portfolio
125
Q2 2025 Reduced 0.79%
$15.3B
$120 Million 0.05% of portfolio
4,543
Q2 2025 Reduced 94.55%
$40.8B
$119 Million 0.05% of portfolio
383
Q1 2025 New
$49.5B
$81.4 Million 0.04% of portfolio
510
Q2 2025 Reduced 97.81%
$102B
$83.5 Million 0.04% of portfolio
455
Q2 2025 Reduced 18.17%
$232B
$85.4 Million 0.04% of portfolio
313
Q2 2025 Added 195.28%
$250B
$92 Million 0.04% of portfolio
653
Q2 2025 Reduced 98.58%
$405B
$70.4 Million 0.03% of portfolio
192
Q2 2025 Reduced 98.88%
$39.5B
$61.4 Million 0.03% of portfolio
84
Q2 2025 New
$95.3B
$63.4 Million 0.03% of portfolio
287
Q2 2025 Added 925.0%
$55.6B
$76.7 Million 0.03% of portfolio
884
Q2 2025 Reduced 49.77%
$1.88B
$36.6 Million 0.02% of portfolio
3,200
Q2 2025 New
$108B
$42.6 Million 0.02% of portfolio
465
Q2 2025 Reduced 98.97%
$177B
$51.1 Million 0.02% of portfolio
246
Q2 2025 New
$1.53B
$47.2 Million 0.02% of portfolio
1,026
Q2 2025 New
$6.58B
$46.2 Million 0.02% of portfolio
875
Q2 2025 New
$229B
$38.9 Million 0.02% of portfolio
286
Q2 2025 Reduced 98.76%
$245B
$48.7 Million 0.02% of portfolio
156
Q2 2025 Reduced 96.53%
$281B
$55.1 Million 0.02% of portfolio
564
Q2 2025 Reduced 96.33%
$14.4B
$42.6 Million 0.02% of portfolio
250
Q2 2025 New
$22.5B
$46.1 Million 0.02% of portfolio
503
Q2 2025 New
$47.2B
$34.6 Million 0.02% of portfolio
387
Q2 2025 Added 268.57%
$45.1B
$52.2 Million 0.02% of portfolio
405
Q2 2025 Added 1.25%
$33.7B
$33.5 Million 0.02% of portfolio
534
Q2 2025 Added 3.69%
$21.7B
$34.9 Million 0.02% of portfolio
666
Q2 2025 New
$203M
$33.4 Million 0.02% of portfolio
7,100
Q2 2025 New
$71.7B
$39 Million 0.02% of portfolio
49
Q2 2025 New
$179B
$33.2 Million 0.01% of portfolio
364
Q2 2025 New
$258B
$19.4 Million 0.01% of portfolio
276
Q2 2025 Reduced 63.2%
$138B
$32.7 Million 0.01% of portfolio
1,350
Q2 2025 New
$23.5B
$24.9 Million 0.01% of portfolio
106
Q2 2025 Reduced 55.27%
$89.4B
$31.5 Million 0.01% of portfolio
63
Q2 2025 Reduced 94.05%
$53.1B
$30.6 Million 0.01% of portfolio
99
Q2 2025 Reduced 93.97%
$32.6B
$25.6 Million 0.01% of portfolio
73
Q2 2025 Reduced 94.7%
$0
$14.9 Million 0.01% of portfolio
2,823
Q2 2025 New
$50.1B
$32.1 Million 0.01% of portfolio
229
Q2 2025 New
$75.3B
$24.5 Million 0.01% of portfolio
750
Q2 2025 Added 87.03%
$14.8B
$22 Million 0.01% of portfolio
406
Q2 2025 Reduced 1.93%
$150B
$20.9 Million 0.01% of portfolio
106
Q2 2025 Reduced 97.99%
$55B
$29.8 Million 0.01% of portfolio
231
Q2 2025 Added 7.44%
$22.7B
$19 Million 0.01% of portfolio
86
Q2 2025 New
$141B
$29.9 Million 0.01% of portfolio
839
Q2 2025 Reduced 9.1%

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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