Evelyn Partners Asset Management Ltd

Q1 2025 13F-HR/A Holdings

Location
London, X0
Holdings as of
3/31/2025
Date filed
12/8/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
248
Total value ($000)
$358,981
Net value change ($000)
-12,511 (-3.4%)
New positions
7
Sold out positions
4
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 12/11/2025 Next filing: 11/26/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SGOL 3,309 114.9%
IWV 2,564 NEW
GDX 2,256 38.4%
IAU 1,904 67.0%
VT 1,330 5.2%
ZTS 994 16.6%
BRK-B 775 20.8%
ACWI 733 73.3%
VDE 655 9.5%
AZO 585 7.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,657 -18.1%
GOOGL -3,514 -22.7%
AMZN -3,066 -21.9%
PYPL -2,311 -31.2%
DIS -2,168 -21.6%
ADBE -1,691 -21.7%
WAT -1,602 -15.3%
MA -1,079 -10.5%
INTU -1,077 -10.9%
IWM -942 -37.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type