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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
TWLVU
451
Twelve Seas Investment Company III Units
TWLVU
– –
-13,610
Closed -$136K
KCAC.U
452
Kensington Capital Acquisition Corp VI Units
KCAC.U
– –
-16,590
Closed -$167K
MTAL.U
453
Metals Acquisition Corp II Units
MTAL.U
– –
-12,630
Closed -$127K
15 16 17 18
19

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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.