Evelyn Partners Asset Management Ltd
RIA/Wealth
Evelyn Partners Asset Management Ltd is a RIA/Wealth led by Paul Robert Geddes, reporting $1.2B in AUM as of Q3 2025 with GLD as the largest holding (7% allocation).
CEOPaul Robert Geddes
- Portfolio Value
- $442.9M
- Positions
- 279
- Top Holding
- GLD at 6.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Evelyn Partners Asset Management Ltd's portfolio (40% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $30.1M | 6.79% | +$1.9M Bought | — 84.7K shares | |
ETF ETF | $28.7M | 6.49% | -$1.0M Sold | — 208.6K shares | |
Software - Infrastructure Technology | $23.5M | 5.30% | +$696.1K Bought | 0.00% 45.3K shares | |
Internet Content & Information Communication Services | $17.9M | 4.03% | -$3.0M Sold | 0.00% 73.5K shares | |
Specialty Retail Consumer Cyclical | $14.6M | 3.29% | -$101.4K Sold | 0.00% 66.3K shares | |
ETF ETF | $14.1M | 3.19% | +$333.1K Bought | — 185.1K shares | |
Financial - Credit Services Financial Services | $13.5M | 3.04% | +$489.5K Bought | 0.00% 39.5K shares | |
Medical - Devices Healthcare | $12.0M | 2.70% | +$521.0K Bought | 0.01% 32.4K shares | |
Staffing & Employment Services Industrials | $11.4M | 2.56% | +$615.8K Bought | 0.01% 38.7K shares | |
Entertainment Communication Services | $11.3M | 2.56% | +$1.2M Bought | 0.01% 99.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Evelyn Partners Asset Management Ltd's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
| Position | Shares Δ |
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Analytics
Portfolio insights and performance metrics for Evelyn Partners Asset Management Ltd
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