Evelyn Partners Investment Management Services LTD has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $751 Billion distributed in 250 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $67.8B, Amazon Com Inc with a value of $51.8B, Visa Inc. with a value of $42.5B, Alphabet Inc. with a value of $40.6B, and Berkshire Hathaway Inc Class B with a value of $36.4B.
Examining the 13F form we can see an increase of $175B in the current position value, from $576B to 751B.
Evelyn Partners Investment Management Services LTD is based out at London,
Below you can find more details about Evelyn Partners Investment Management Services LTD portfolio as well as his latest detailed transactions.
Portfolio value
$751 Billion
Technology: $167 Billion
Financial Services: $147 Billion
Healthcare: $113 Billion
Consumer Cyclical: $101 Billion
Communication Services: $89.7 Billion
Consumer Defensive: $64.1 Billion
Industrials: $32.2 Billion
Basic Materials: $4.82 Billion
Other: $10.4 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
