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Portfolio (Quarterly) Guide ↗

Evelyn Partners Investment Management (Europe) Ltd

· CIK 0002065055
13F Portfolio $291M AUM 187 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 9 Added 53 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ROP ROPER TECHNOLOGIES INC Industrials 450 $200K 0.07% SOLD
2 PFE PFIZER INC Healthcare 625 $16K 0.01% SOLD
3 VTRS VIATRIS INC Healthcare 71 $884.0 SOLD
Sector Allocation
Financial Services 46.2%
Technology 17.6%
Communication Services 12.0%
Healthcare 9.7%
Consumer Cyclical 7.5%
Consumer Defensive 3.8%
Industrials 1.3%
Basic Materials 1.2%
Energy 0.6%
Real Estate 0.1%