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Matthew Francis Dean

Evelyn Partners Investment Management Services Ltd

Assets Managed
$850.001M
Holdings
281
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
6.48%(2Q avg: 6.83%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Evelyn Partners Investment Management Services Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 281 positions.

Assets under management

The assets under management (AUM) of Evelyn Partners Investment Management Services Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 850.001M in assets, with a quarterly growth rate of 6.48% and a 2-quarter average growth rate of 6.83%. The portfolio is managed by Matthew Francis Dean, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AZNCF
Astrazeneca Plc
Recent Activity
New Position
11.39%
$96.792M
498,147 shares@ $194.31 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 2.5%
5.45%
$46.253M
160,848 shares@ $287.57 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 10.44%
5.13%
$43.593M
117,766 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 7.01%
4.74%
$40.229M
193,160 shares@ $208.27 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -0.95%
3.43%
$29.1M
96,281 shares@ $302.24 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 15.65%
3.31%
$28.132M
161,309 shares@ $174.41 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 9.28%
3.06%
$26.004M
54,266 shares@ $479.2 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 5.33%
2.97%
$25.201M
103,098 shares@ $244.44 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -19.28%
2.95%
$25.045M
74,109 shares@ $337.96 avg price
SYK
Stryker Corp
Recent Activity
Increased 0.22%
2.72%
$23.061M
70,182 shares@ $328.59 avg price

1-10 of 281