Evelyn Partners Asset Management Ltd

Q4 2024 13F-HR Holdings

Location
London, X0
Holdings as of
12/31/2024
Date filed
12/11/2025
Form type
13F-HR
Num holdings
245
Total value ($000)
$371,492
Net value change ($000)
—
New positions
245
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 12/8/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
VT 25,760 —
GLD 23,365 —
MSFT 20,159 —
GOOGL 15,477 —
AMZN 13,983 —
V 13,457 —
SYK 12,051 —
ADP 11,958 —
WAT 10,452 —
MA 10,296 —
Top Reduces (Value $000, Stocks/ETFs)
—
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type