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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
-2.93%
1 Year Est. Return
+20.35%
3 Year Est. Return
+78.32%
5 Year Est. Return
+103.32%
10 Year Est. Return
+431.52%
AUM
$6.36B
AUM Growth
-$464M
Cap. Flow
-$131M
Cap. Flow %
-2.06%
Top 10 Hldgs %
39.23%
Holding
439
New
19
Increased
53
Reduced
190
Closed
21

Top Buys

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$75.7M
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$16.9M
3
SN icon
SharkNinja
SN
+$15.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
PGR icon
Progressive
PGR
+$8.28M

Top Sells

Rank Stock Value
1
CDW icon
CDW
CDW
+$56.4M
2
FIX icon
Comfort Systems
FIX
+$26.6M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$20.6M
4
AAPL icon
Apple
AAPL
+$18.8M
5
JPM icon
JPMorgan Chase
JPM
+$16.6M

Sector Composition

Rank Sector Weight
1 Technology 21.23%
2 Financials 19.58%
3 Consumer Discretionary 14.7%
4 Communication Services 8.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACN icon
51
Accenture
ACN
$85.7B
$19.2M 0.3%
96,981
-35,811
-27% -$8.34M
ABBV icon
52
AbbVie
ABBV
$448B
$17.8M 0.28%
81,879
-2,021
-2% -$448K
EFA icon
53
iShares MSCI EAFE ETF
EFA
$77.1B
$17.4M 0.27%
179,232
-1,269
-0.7% -$127K
NEE icon
54
NextEra Energy
NEE
$186B
$16.2M 0.26%
174,857
+2,189
+1% +$195K
VEA icon
55
Vanguard FTSE Developed Markets ETF
VEA
$228B
$15.4M 0.24%
240,254
+21,294
+10% +$1.41M
IBM icon
56
IBM
IBM
$193B
$15.2M 0.24%
62,801
+5,196
+9% +$1.41M
CSCO icon
57
Cisco
CSCO
$442B
$13.6M 0.21%
175,229
-7,081
-4% -$554K
TSLA icon
58
Tesla
TSLA
$1.4T
$13.4M 0.21%
36,111
-325
-0.9% -$134K
PEP icon
59
PepsiCo
PEP
$185B
$13M 0.2%
83,696
-8,607
-9% -$1.34M
XOM icon
60
ExxonMobil
XOM
$640B
$12.8M 0.2%
75,605
-5,744
-7% -$838K
ROP icon
61
Roper Technologies
ROP
$34B
$12.6M 0.2%
35,693
-3,178
-8% -$1.17M
MCK icon
62
McKesson
MCK
$95.3B
$12.1M 0.19%
14,007
-130
-0.9% -$116K
VWO icon
63
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$11.3M 0.18%
208,764
+66,679
+47% +$3.74M
RSP icon
64
Invesco S&P 500 Equal Weight ETF
RSP
$95.7B
$11.2M 0.18%
58,520
+7,015
+14% +$1.39M
IWB icon
65
iShares Russell 1000 ETF
IWB
$48.3B
$11.2M 0.18%
31,495
+17,385
+123% +$6.48M
VGK icon
66
Vanguard FTSE Europe ETF
VGK
$30.2B
$11.1M 0.18%
135,194
+63,090
+87% +$5.42M
ADP icon
67
Automatic Data Processing
ADP
$97.2B
$11.1M 0.17%
54,432
-571
-1% -$131K
MRK icon
68
Merck
MRK
$315B
$11M 0.17%
91,797
-1,303
-1% -$150K
MCD icon
69
McDonald's
MCD
$187B
$10.8M 0.17%
34,791
-3,218
-8% -$1.03M
RTX icon
70
RTX Corp
RTX
$262B
$10.6M 0.17%
55,101
-9,201
-14% -$1.83M
KO icon
71
Coca-Cola
KO
$354B
$10.2M 0.16%
134,452
-404
-0.3% -$30.5K
V icon
72
Visa
V
$672B
$10.2M 0.16%
33,611
-1,345
-4% -$432K
AVGO icon
73
Broadcom
AVGO
$1.89T
$9.87M 0.16%
31,885
-623
-2% -$205K
SYK icon
74
Stryker
SYK
$119B
$9.87M 0.16%
30,029
-100
-0.3% -$35.9K
IJH icon
75
iShares Core S&P Mid-Cap ETF
IJH
$123B
$9.81M 0.15%
145,222
-7,088
-5% -$492K
1 2
3
4 5

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BFG
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Evercore Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Evercore Wealth Management held 439 positions worth $6.36B, down 6.8% from $6.82B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q1 2026 filing shows 19 new, 53 increased, 190 reduced and 21 closed positions. Its largest new stake was Voyager Technologies: 63,494 shares worth $1.49M. The largest sale was CDW, an estimated $56.4M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q1 2026 buy was Voyager Technologies: 63,494 shares worth $1.49M.
  • Evercore Wealth Management added most to Spotify in Q1 2026, an estimated $75.7M increase.
  • Evercore Wealth Management's biggest Q1 2026 reduction was CDW, cutting an estimated $56.4M.
  • Evercore Wealth Management fully exited BorgWarner in Q1 2026, selling an estimated $1.63M.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $6.36B portfolio in Q1 2026.
  • Evercore Wealth Management opened 19 new positions and closed 21 in Q1 2026.
  • Evercore Wealth Management's portfolio value fell 6.8% quarter-over-quarter to $6.36B.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.