Evercore Wealth Management Portfolio holdings
Evercore Wealth Management is the wealth management business of Evercore, an investment banking advisory firm that holds a majority stake in it. Founded in September 2008, it serves multi-generational families, executives, business owners, foundations and endowments, and its affiliate Evercore Trust Company offers trust and custody services. Client portfolios are invested mainly in stocks and bonds the firm manages itself, along with its own mutual funds and outside managers. It also advises a mutual fund, the Evercore Equity Fund, and a private equity fund.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$86M |
| 2 |
Amphenol
APH
|
+$72.2M |
| 3 |
ServiceNow
NOW
|
+$57.8M |
| 4 |
Casey's General Stores
CASY
|
+$30.3M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$13.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Adobe
ADBE
|
+$44.9M |
| 2 |
Mercado Libre
MELI
|
+$39.9M |
| 3 |
Comfort Systems
FIX
|
+$39.8M |
| 4 |
American Tower
AMT
|
+$28.9M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.08T
| $430M | 6.09% |
2,151,462
-31,467
| -1% | -$6.47M |
2019 Q1
29 quarters
|
|
2
Apple
AAPL
$5.06T
| $427M | 6.04% |
1,474,930
-29,408
| -2% | -$8.41M |
2013 Q2
52 quarters
|
|
3
Microsoft
MSFT
$3.96T
| $292M | 4.14% |
783,550
-651
| -0.1% | -$263K |
2013 Q2
52 quarters
|
|
|
4
Alphabet (Google) Class C
GOOG
$3.5T
| $288M | 4.08% |
815,308
-72,117
| -8% | -$25.8M |
2013 Q2
52 quarters
|
|
5
Amazon
AMZN
$2.93T
| $266M | 3.76% |
1,113,972
-8,215
| -0.7% | -$2.06M |
2013 Q2
52 quarters
|
|
6
Alphabet (Google) Class A
GOOGL
$3.53T
| $242M | 3.43% |
677,951
-36,057
| -5% | -$13M |
2015 Q4
42 quarters
|
|
7
Morgan Stanley
MS
$293B
| $227M | 3.22% |
1,088,168
-89,225
| -8% | -$17.7M |
2019 Q1
29 quarters
|
|
|
8
Comfort Systems
FIX
$38.9B
| $223M | 3.15% |
112,392
-21,916
| -16% | -$39.8M |
2025 Q1
5 quarters
|
|
9
Mastercard
MA
$574B
| $200M | 2.83% |
389,561
-2,501
| -0.6% | -$1.25M |
2013 Q2
52 quarters
|
|
10
Williams Companies
WMB
$83.1B
| $175M | 2.47% |
2,347,956
-22,678
| -1% | -$1.67M |
2020 Q4
22 quarters
|
|
11
JPMorgan Chase
JPM
$908B
| $170M | 2.41% |
519,610
-12,523
| -2% | -$3.89M |
2013 Q2
52 quarters
|
|
12
AutoZone
AZO
$52.3B
| $165M | 2.33% |
51,587
+162
| +0.3% | +$538K |
2013 Q2
52 quarters
|
|
13
Blackstone
BX
$98.1B
| $159M | 2.25% |
1,349,169
+3,504
| +0.3% | +$421K |
2013 Q2
52 quarters
|
|
14
Viking Holdings
VIK
$38.9B
| $153M | 2.17% |
1,465,035
-207,181
| -12% | -$17.9M |
2024 Q4
6 quarters
|
|
15
Home Depot
HD
$350B
| $151M | 2.14% |
429,314
-2,885
| -0.7% | -$939K |
2013 Q2
52 quarters
|
|
16
Chubb
CB
$139B
| $142M | 2.01% |
416,081
-4,489
| -1% | -$1.46M |
2016 Q1
41 quarters
|
|
17
Thermo Fisher Scientific
TMO
$267B
| $133M | 1.88% |
265,163
-1,590
| -0.6% | -$763K |
2013 Q2
52 quarters
|
|
18
CBRE Group
CBRE
$39.8B
| $132M | 1.87% |
982,835
-4,246
| -0.4% | -$585K |
2013 Q4
50 quarters
|
|
19
Berkshire Hathaway Class B
BRK.B
$1.24T
| $126M | 1.78% |
251,501
-6,157
| -2% | -$2.96M |
2013 Q2
52 quarters
|
|
20
Generac Holdings
GNRC
$10.7B
| $108M | 1.53% |
370,495
-15,654
| -4% | -$3.92M |
2022 Q2
16 quarters
|
|
21
SharkNinja
SN
$31.9B
| $108M | 1.52% |
707,286
+36,875
| +6% | +$4.42M |
2025 Q4
2 quarters
|
|
22
Blackrock
BLK
$189B
| $102M | 1.44% |
105,813
-357
| -0.3% | -$369K |
2013 Q2
52 quarters
|
|
|
23
Vanguard S&P 500 ETF
VOO
$1.04T
| $100M | 1.42% |
146,121
+20,657
| +16% | +$13.8M |
2016 Q1
41 quarters
|
|
24
WisdomTree US LargeCap Dividend Fund
DLN
$6.36B
| $100M | 1.41% |
1,035,464
-10,966
| -1% | -$1.04M |
2015 Q1
45 quarters
|
|
|
25
Amphenol
APH
$197B
| $98.2M | 1.39% |
1,113,634
+1,002,022
| +898% | +$72.2M |
2013 Q2
52 quarters
|
|
Similar funds
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.