Evelyn Partners Investment Management LLP New Holdings in Q3 2025

Evelyn Partners Investment Management LLP

  • $3.52 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BMO
Bank Of Montreal

Financial Services
2.06K
New
$110.44 - $130.66 $228K - $270K
2.06K $269M
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.21K
New
$71.11 - $81.68 $228K - $262K
3.21K $256M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.84K
New
$80.54 - $89.67 $229K - $255K
2.84K $250M
VT
Vanguard Total World Stk Index

ETFs
1.75K
New
$128.41 - $138.03 $225K - $242K
1.75K $241M
BNS
Bank Of Nova Scotia

Financial Services
3.69K
New
$54.5 - $64.93 $201K - $239K
3.69K $238M
SU
Suncor Energy Inc

Energy
5.2K
New
$37.83 - $43.02 $197K - $224K
5.2K $218M
INFY
Infosys LTD

Technology
12.6K
New
$15.98 - $18.96 $201K - $239K
12.6K $205M
VTI
Vanguard Total Stock Market Et

ETFs
600
New
$303.93 - $329.86 $182K - $198K
600 $197M
AAXJ
Ishares Msci All Country Asia

ETFs
2.15K
New
$82.05 - $91.87 $176K - $198K
2.15K $196M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.52K
New
$112.94 - $129.99 $171K - $197K
1.52K $194M
AXON
Axon Enterprise, Inc.

Industrials
249
New
$698.02 - $870.97 $174K - $217K
249 $179M
IEMG
Ishares Inc

ETFs
2.65K
New
N/A
2.65K $175M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
6.25K
New
$25.43 - $27.31 $159K - $171K
6.25K $171M
XLK
Technology Sector Spdr

ETFs
550
New
$250.97 - $282.66 $138K - $155K
550 $155M
EPP
Ishares Inc

ETFs
3K
New
$48.87 - $52.69 $147K - $158K
3K $155M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
4.25K
New
$28.71 - $37.46 $122K - $159K
4.25K $149M
TRV
Travelers Companies, Inc.

Financial Services
500
New
$250.62 - $279.43 $125K - $140K
500 $140M
GAM
General American Investors CO Inc

Financial Services
2.13K
New
$56.22 - $62.21 $119K - $132K
2.13K $132M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.43K
New
$49.43 - $54.52 $120K - $133K
2.43K $132M
NTR
Nutrien Ltd.

Basic Materials
2.07K
New
$55.69 - $62.11 $115K - $128K
2.07K $121M
IGM
Ishares Expanded Tech Sector E

ETFs
865
New
$110.96 - $127.67 $96K - $110K
865 $109M
Asp Isotopes Inc
10K
New
N/A
10K $96.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.6K
New
$58.97 - $60.36 $94.4K - $96.6K
1.6K $96M
EWJ
Ishares Msci Japan ETF

ETFs
1.1K
New
$71.69 - $81.49 $78.9K - $89.6K
1.1K $88.2M
FRI
First Tr S&P Reit Index Fd

ETFs
3.01K
New
$26.59 - $28.38 $80K - $85.4K
3.01K $84.6M
CRSP
Crispr Therapeutics Ag

Healthcare
1.3K
New
$48.51 - $68.14 $63.1K - $88.6K
1.3K $84.3M
IVZ
Invesco Ltd.

Financial Services
3.47K
New
$16.17 - $23.0 $56.1K - $79.8K
3.47K $79.6M
WCN
Waste Connections, Inc.

Industrials
444
New
$171.32 - $191.84 $76.1K - $85.2K
444 $78M
FEM
First Trust Emerging Markets A

ETFs
2.88K
New
$24.52 - $27.41 $70.5K - $78.8K
2.88K $77.9M
Bunge Global Sa
940
New
N/A
940 $76.4M
EW
Edwards Lifesciences Corp

Healthcare
1.91K
New
$73.75 - $81.83 $140K - $156K
1.91K $73.7M
Te Connectivity PLC
325
New
N/A
325 $71.3M
SLF
Sun Life Financial Inc

Financial Services
1.09K
New
$56.54 - $66.41 $61.7K - $72.5K
1.09K $65.5M
STLA
Stellantis N.V.

Consumer Cyclical
6.21K
New
$8.74 - $10.37 $54.3K - $64.4K
6.21K $57.3M
IMO
Imperial Oil LTD

Energy
630
New
$80.03 - $95.16 $50.4K - $60K
630 $57.1M
FXI
Ishares Tr

ETFs
1.38K
New
$36.18 - $41.62 $49.7K - $57.2K
1.38K $56.6M
VFH
Vanguard Financial ETF

ETFs
415
New
$125.23 - $132.78 $52K - $55.1K
415 $54.5M
CNQ
Canadian Natural Resources LTD

Energy
1.68K
New
$29.31 - $32.93 $49.2K - $55.3K
1.68K $53.7M
K
Kellogg CO

Consumer Defensive
570
New
$76.96 - $82.02 $43.9K - $46.8K
570 $46.8M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
500
New
$86.67 - $100.17 $43.3K - $50.1K
500 $45.2M
EPI
Wisdomtree Tr India Earnings F

ETFs
1K
New
$43.79 - $47.63 $43.8K - $47.6K
1K $44.2M
Anglogold Ashanti PLC
628
New
N/A
628 $44.2M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1.28K
New
$29.81 - $34.07 $38K - $43.4K
1.28K $41.9M
VB
Vanguard Small Cap ETF

ETFs
160
New
$237.58 - $259.17 $38K - $41.5K
160 $40.7M
TIP
Ishares Tr Tips Bd ETF

ETFs
350
New
$109.11 - $111.88 $38.2K - $39.2K
350 $38.9M
FIW
First Trust Water ETF

ETFs
400
New
$107.54 - $115.08 $43K - $46K
400 $37.5M
ACGL
Arch Capital Group Ltd.

Financial Services
412
New
$85.61 - $93.54 $35.3K - $38.5K
412 $37.4M
EMLP
First Tr Exchange Traded Iv

ETFs
955
New
$36.99 - $38.38 $35.3K - $36.7K
955 $36.6M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
250
New
$136.48 - $142.97 $34.1K - $35.7K
250 $35M
Activity Summary
Buys All Purchases 246 New Holdings 155 Increased Positions 91 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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