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EWM

Evercore Wealth Management Portfolio holdings

AUM $7.07B
1-Year Est. Return 24.72%
This Fund
S&P 500
This Quarter Est. Return
+13.55%
1 Year Est. Return
+24.72%
3 Year Est. Return
+84.8%
5 Year Est. Return
+111.3%
10 Year Est. Return
+497.59%
AUM
$7.07B
AUM Growth
+$708M
Cap. Flow
+$4.94M
Cap. Flow %
0.07%
Top 10 Hldgs %
39.19%
Holding
453
New
35
Increased
81
Reduced
176
Closed
20

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$86M
2
APH icon
Amphenol
APH
+$72.2M
3
NOW icon
ServiceNow
NOW
+$57.8M
4
CASY icon
Casey's General Stores
CASY
+$30.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$13.8M

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$44.9M
2
MELI icon
Mercado Libre
MELI
+$39.9M
3
FIX icon
Comfort Systems
FIX
+$39.8M
4
AMT icon
American Tower
AMT
+$28.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$25.8M

Sector Composition

Rank Sector Weight
1 Technology 23.48%
2 Financials 18.61%
3 Consumer Discretionary 14.63%
4 Miscellaneous 13.26%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.56T
$430M 6.09%
2,151,462
-31,467
-1% -$6.47M
AAPL icon
2
Apple
AAPL
$4.67T
$427M 6.04%
1,474,930
-29,408
-2% -$8.41M
MSFT icon
3
Microsoft
MSFT
$3.71T
$292M 4.14%
783,550
-651
-0.1% -$263K
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.1T
$288M 4.08%
815,308
-72,117
-8% -$25.8M
AMZN icon
5
Amazon
AMZN
$2.79T
$266M 3.76%
1,113,972
-8,215
-0.7% -$2.06M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.14T
$242M 3.43%
677,951
-36,057
-5% -$13M
MS icon
7
Morgan Stanley
MS
$342B
$227M 3.22%
1,088,168
-89,225
-8% -$17.7M
FIX icon
8
Comfort Systems
FIX
$56.7B
$223M 3.15%
112,392
-21,916
-16% -$39.8M
MA icon
9
Mastercard
MA
$507B
$200M 2.83%
389,561
-2,501
-0.6% -$1.25M
WMB icon
10
Williams Companies
WMB
$90.7B
$175M 2.47%
2,347,956
-22,678
-1% -$1.67M
JPM icon
11
JPMorgan Chase
JPM
$953B
$170M 2.41%
519,610
-12,523
-2% -$3.89M
AZO icon
12
AutoZone
AZO
$48.7B
$165M 2.33%
51,587
+162
+0.3% +$538K
BX icon
13
Blackstone
BX
$102B
$159M 2.25%
1,349,169
+3,504
+0.3% +$421K
VIK icon
14
Viking Holdings
VIK
$38.3B
$153M 2.17%
1,465,035
-207,181
-12% -$17.9M
HD icon
15
Home Depot
HD
$320B
$151M 2.14%
429,314
-2,885
-0.7% -$939K
CB icon
16
Chubb
CB
$132B
$142M 2.01%
416,081
-4,489
-1% -$1.46M
TMO icon
17
Thermo Fisher Scientific
TMO
$227B
$133M 1.88%
265,163
-1,590
-0.6% -$763K
CBRE icon
18
CBRE Group
CBRE
$42.8B
$132M 1.87%
982,835
-4,246
-0.4% -$585K
BRK.B icon
19
Berkshire Hathaway Class B
BRK.B
$1.08T
$126M 1.78%
251,501
-6,157
-2% -$2.96M
GNRC icon
20
Generac Holdings
GNRC
$11.1B
$108M 1.53%
370,495
-15,654
-4% -$3.92M
SN icon
21
SharkNinja
SN
$24.4B
$108M 1.52%
707,286
+36,875
+6% +$4.42M
BLK icon
22
Blackrock
BLK
$174B
$102M 1.44%
105,813
-357
-0.3% -$369K
VOO icon
23
Vanguard S&P 500 ETF
VOO
$1.05T
$100M 1.42%
146,121
+20,657
+16% +$13.8M
DLN icon
24
WisdomTree US LargeCap Dividend Fund
DLN
$6.36B
$99.7M 1.41%
1,035,464
-10,966
-1% -$1.04M
APH icon
25
Amphenol
APH
$204B
$98.2M 1.39%
1,113,634
+1,002,022
+898% +$72.2M
1
2 3 4 5

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Evercore Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Evercore Wealth Management held 453 positions worth $7.07B, up 11% from $6.36B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q2 2026 filing shows 35 new, 81 increased, 176 reduced and 20 closed positions. Its largest new stake was Casey's General Stores: 37,619 shares worth $29.9M. The largest sale was Adobe, an estimated $44.9M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q2 2026 buy was Casey's General Stores: 37,619 shares worth $29.9M.
  • Evercore Wealth Management added most to Broadcom in Q2 2026, an estimated $86M increase.
  • Evercore Wealth Management's biggest Q2 2026 reduction was Adobe, cutting an estimated $44.9M.
  • Evercore Wealth Management fully exited White Mountains Insurance in Q2 2026, selling an estimated $439K.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $7.07B portfolio in Q2 2026.
  • Evercore Wealth Management opened 35 new positions and closed 20 in Q2 2026.
  • Evercore Wealth Management's portfolio value rose 11% quarter-over-quarter to $7.07B.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.