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Matthew Francis Dean

Evelyn Partners Investment Management Llp

Assets Managed
$3.68B
Holdings
410
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
1.68%(2Q avg: 2.26%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Evelyn Partners Investment Management Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 410 positions.

Assets under management

The assets under management (AUM) of Evelyn Partners Investment Management Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.68B in assets, with a quarterly growth rate of 1.68% and a 2-quarter average growth rate of 2.26%. The portfolio is managed by Matthew Francis Dean, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AZNCF
Astrazeneca Plc
Recent Activity
New Position
8.85%
$325.485M
1.675M shares@ $194.31 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.63%
7.08%
$260.469M
703,648 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.9%
7.04%
$258.734M
1.242M shares@ $208.28 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.04%
7.02%
$258.042M
897,350 shares@ $287.56 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.1%
4.11%
$151.097M
866,383 shares@ $174.4 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -2.67%
4.03%
$148.09M
438,201 shares@ $337.96 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.82%
3.67%
$134.871M
281,451 shares@ $479.2 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -2.81%
2.89%
$106.351M
351,875 shares@ $302.24 avg price
CRH
Crh Plc
Recent Activity
Decreased -2.63%
2.89%
$106.017M
1.009M shares@ $105.12 avg price
AAPL
Apple Inc
Recent Activity
Increased 4.72%
2.84%
$104.165M
410,438 shares@ $253.79 avg price

1-10 of 410