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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
+1.97%
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
$6.68B
AUM Growth
+$9.06M
Cap. Flow
+$13M
Cap. Flow %
0.2%
Top 10 Hldgs %
38.9%
Holding
441
New
24
Increased
81
Reduced
150
Closed
24

Top Buys

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$54.6M
2
VIK icon
Viking Holdings
VIK
+$51.8M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$12.2M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$8.8M
5
CROX icon
Crocs
CROX
+$7.07M

Top Sells

Rank Stock Value
1
CVX icon
Chevron
CVX
+$22.3M
2
CE icon
Celanese
CE
+$21.2M
3
MCD icon
McDonald's
MCD
+$13.4M
4
BX icon
Blackstone
BX
+$12.6M
5
CBRE icon
CBRE Group
CBRE
+$9.91M

Sector Composition

Rank Sector Weight
1 Technology 26.18%
2 Financials 18.95%
3 Consumer Discretionary 15.48%
4 Healthcare 8.41%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$438M 6.56%
1,749,350
-15,004
-0.9% -$3.54M
MSFT icon
2
Microsoft
MSFT
$2.84T
$367M 5.5%
870,960
-2,778
-0.3% -$1.18M
NVDA icon
3
NVIDIA
NVDA
$5.01T
$317M 4.75%
2,362,556
-40,227
-2% -$5.54M
AMZN icon
4
Amazon
AMZN
$2.5T
$268M 4.01%
1,220,590
-1,199
-0.1% -$245K
BX icon
5
Blackstone
BX
$104B
$241M 3.61%
1,399,444
-72,487
-5% -$12.6M
MA icon
6
Mastercard
MA
$477B
$230M 3.45%
436,895
-1,916
-0.4% -$992K
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.9T
$195M 2.92%
1,023,871
-6,942
-0.7% -$1.23M
AZO icon
8
AutoZone
AZO
$48.3B
$184M 2.76%
57,512
-379
-0.7% -$1.2M
HD icon
9
Home Depot
HD
$332B
$182M 2.73%
467,793
-173
-0% -$70.7K
UNH icon
10
UnitedHealth
UNH
$382B
$174M 2.61%
344,650
-3,027
-0.9% -$1.72M
MS icon
11
Morgan Stanley
MS
$337B
$160M 2.4%
1,274,422
-8,364
-0.7% -$1.03M
JPM icon
12
JPMorgan Chase
JPM
$939B
$156M 2.34%
650,873
-5,275
-0.8% -$1.23M
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$3.91T
$155M 2.32%
819,701
+6,047
+0.7% +$1.06M
TMO icon
14
Thermo Fisher Scientific
TMO
$211B
$155M 2.32%
298,083
-911
-0.3% -$501K
WMB icon
15
Williams Companies
WMB
$90.5B
$149M 2.24%
2,762,209
-20,769
-0.7% -$1.12M
CBRE icon
16
CBRE Group
CBRE
$40.8B
$145M 2.17%
1,103,209
-75,685
-6% -$9.91M
ACN icon
17
Accenture
ACN
$89.9B
$135M 2.02%
383,099
-7,499
-2% -$2.7M
BRK.B icon
18
Berkshire Hathaway Class B
BRK.B
$1.07T
$127M 1.9%
279,442
-3,874
-1% -$1.79M
CB icon
19
Chubb
CB
$140B
$125M 1.88%
453,852
+2,921
+0.6% +$829K
BLDR icon
20
Builders FirstSource
BLDR
$7.84B
$121M 1.81%
845,326
+8,341
+1% +$1.48M
BLK icon
21
Blackrock
BLK
$164B
$119M 1.78%
115,662
-413
-0.4% -$419K
TJX icon
22
TJX Companies
TJX
$170B
$106M 1.59%
877,000
+1,191
+0.1% +$142K
COST icon
23
Costco
COST
$415B
$105M 1.57%
114,472
-1,327
-1% -$1.23M
ADBE icon
24
Adobe
ADBE
$89.5B
$104M 1.55%
232,786
-844
-0.4% -$418K
CDW icon
25
CDW
CDW
$17.1B
$91.2M 1.37%
524,066
-12,051
-2% -$2.34M
1
2 3 4 5

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Evercore Wealth Management's Q4 2024 Portfolio in Review

As of Q4 2024, Evercore Wealth Management held 441 positions worth $6.68B, up 0.14% from $6.67B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q4 2024 filing shows 24 new, 81 increased, 150 reduced and 24 closed positions. Its largest new stake was Fiserv Inc: 267,653 shares worth $55M. The largest sale was Chevron, an estimated $22.3M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q4 2024 buy was Fiserv Inc: 267,653 shares worth $55M.
  • Evercore Wealth Management added most to State Street Health Care Select Sector SPDR ETF in Q4 2024, an estimated $12.2M increase.
  • Evercore Wealth Management's biggest Q4 2024 reduction was Chevron, cutting an estimated $22.3M.
  • Evercore Wealth Management fully exited CVS Health in Q4 2024, selling an estimated $1.9M.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $6.68B portfolio in Q4 2024.
  • Evercore Wealth Management opened 24 new positions and closed 24 in Q4 2024.
  • Evercore Wealth Management's portfolio value rose 0.14% quarter-over-quarter to $6.68B.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.