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Matthew Francis Dean

Evelyn Partners Investment Management (europe) Ltd

Assets Managed
$290.604M
Holdings
187
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-5.74%(2Q avg: 0.54%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Evelyn Partners Investment Management (europe) Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 187 positions.

Assets under management

The assets under management (AUM) of Evelyn Partners Investment Management (europe) Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 290.604M in assets, with a quarterly growth rate of -5.74% and a 2-quarter average growth rate of 0.54%. The portfolio is managed by Matthew Francis Dean, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLD
Spdr Gold Shares
Recent Activity
Decreased -0.4%
8.16%
$23.687M
55,050 shares@ $430.3 avg price
CRH
Crh Plc
Recent Activity
Decreased -2.79%
7.98%
$23.181M
220,519 shares@ $105.12 avg price
URTH
Ishares Msci World Etf
Recent Activity
Increased 0.77%
6.51%
$18.892M
104,945 shares@ $180.03 avg price
FTCS
First Trust Capital Strength
Recent Activity
Decreased -3.29%
5.55%
$16.128M
173,872 shares@ $92.77 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.72%
4.88%
$14.153M
21,762 shares@ $650.34 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.64%
4.65%
$13.508M
28,188 shares@ $479.21 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Decreased -1.45%
4.18%
$12.121M
17,372 shares@ $697.73 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.58%
3.93%
$11.392M
39,616 shares@ $287.57 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.81%
3.71%
$10.756M
29,057 shares@ $370.18 avg price
SDY
Spdr S&p Dividend Etf
Recent Activity
Decreased -2.71%
3.62%
$10.496M
71,922 shares@ $145.95 avg price

1-10 of 187