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Matthew Francis Dean

Evelyn Partners Asset Management Ltd

Assets Managed
$405.814M
Holdings
308
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-4.79%(2Q avg: -4.28%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Evelyn Partners Asset Management Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 308 positions.

Assets under management

The assets under management (AUM) of Evelyn Partners Asset Management 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 405.814M in assets, with a quarterly growth rate of -4.79% and a 2-quarter average growth rate of -4.28%. The portfolio is managed by Matthew Francis Dean, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLD
Spdr Gold Shares
Recent Activity
Decreased -10.95%
6.53%
$26.487M
61,557 shares@ $430.3 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Decreased -4.4%
5.32%
$21.562M
155,886 shares@ $138.32 avg price
GDX
Vaneck Gold Miners Etf
Recent Activity
Increased 0.3%
4.2%
$17.03M
185,577 shares@ $91.77 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 6.77%
3.68%
$14.901M
40,254 shares@ $370.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.65%
3.2%
$12.963M
45,081 shares@ $287.56 avg price
VPL
Vanguard Ftse Pacific Etf
Recent Activity
Increased 6.48%
2.92%
$11.827M
121,019 shares@ $97.74 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.33%
2.86%
$11.587M
55,636 shares@ $208.28 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 2.1%
2.73%
$11.042M
36,535 shares@ $302.24 avg price
VDE
Vanguard Energy Etf
Recent Activity
Increased 4.34%
2.71%
$10.98M
63,454 shares@ $173.04 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.08%
2.49%
$10.099M
39,793 shares@ $253.79 avg price

1-10 of 308