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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
-2.57%
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
$6.22B
AUM Growth
-$451M
Cap. Flow
-$184M
Cap. Flow %
-2.95%
Top 10 Hldgs %
37.4%
Holding
438
New
21
Increased
38
Reduced
231
Closed
22

Top Buys

Rank Stock Value
1
UBER icon
Uber
UBER
+$71.2M
2
PGR icon
Progressive
PGR
+$56.7M
3
FIX icon
Comfort Systems
FIX
+$51M
4
VIK icon
Viking Holdings
VIK
+$16.7M
5
NVDA icon
NVIDIA
NVDA
+$13.5M

Top Sells

Rank Stock Value
1
ABT icon
Abbott
ABT
+$80.2M
2
MCD icon
McDonald's
MCD
+$67M
3
BWA icon
BorgWarner
BWA
+$33.7M
4
CE icon
Celanese
CE
+$25.7M
5
STZ icon
Constellation Brands
STZ
+$20.6M

Sector Composition

Rank Sector Weight
1 Technology 25.89%
2 Financials 20.36%
3 Consumer Discretionary 14.59%
4 Healthcare 7.8%
5 Energy 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$378M 6.07%
1,702,132
-47,218
-3% -$10.9M
MSFT icon
2
Microsoft
MSFT
$2.84T
$323M 5.19%
860,807
-10,153
-1% -$4.14M
NVDA icon
3
NVIDIA
NVDA
$5.01T
$268M 4.3%
2,469,113
+106,557
+5% +$13.5M
MA icon
4
Mastercard
MA
$477B
$231M 3.71%
421,088
-15,807
-4% -$8.61M
AMZN icon
5
Amazon
AMZN
$2.5T
$227M 3.64%
1,191,053
-29,537
-2% -$6.41M
AZO icon
6
AutoZone
AZO
$48.3B
$208M 3.34%
54,538
-2,974
-5% -$10.3M
BX icon
7
Blackstone
BX
$104B
$190M 3.05%
1,358,171
-41,273
-3% -$6.7M
UNH icon
8
UnitedHealth
UNH
$382B
$174M 2.8%
332,723
-11,927
-3% -$6.1M
HD icon
9
Home Depot
HD
$332B
$169M 2.71%
460,394
-7,399
-2% -$2.88M
WMB icon
10
Williams Companies
WMB
$90.5B
$161M 2.58%
2,690,985
-71,224
-3% -$4.08M
GOOG icon
11
Alphabet (Google) Class C
GOOG
$3.9T
$156M 2.51%
999,388
-24,483
-2% -$4.48M
JPM icon
12
JPMorgan Chase
JPM
$939B
$156M 2.51%
636,215
-14,658
-2% -$3.74M
BRK.B icon
13
Berkshire Hathaway Class B
BRK.B
$1.07T
$146M 2.35%
274,679
-4,763
-2% -$2.32M
MS icon
14
Morgan Stanley
MS
$337B
$145M 2.33%
1,241,998
-32,424
-3% -$4.18M
TMO icon
15
Thermo Fisher Scientific
TMO
$211B
$144M 2.32%
289,694
-8,389
-3% -$4.54M
CBRE icon
16
CBRE Group
CBRE
$40.8B
$138M 2.22%
1,056,221
-46,988
-4% -$6.39M
CB icon
17
Chubb
CB
$140B
$134M 2.15%
443,665
-10,187
-2% -$2.83M
GOOGL icon
18
Alphabet (Google) Class A
GOOGL
$3.91T
$125M 2%
806,848
-12,853
-2% -$2.33M
ACN icon
19
Accenture
ACN
$89.9B
$117M 1.88%
374,566
-8,533
-2% -$3.01M
BLDR icon
20
Builders FirstSource
BLDR
$7.84B
$110M 1.77%
881,000
+35,674
+4% +$5.19M
COST icon
21
Costco
COST
$415B
$107M 1.72%
113,206
-1,266
-1% -$1.23M
BLK icon
22
Blackrock
BLK
$164B
$106M 1.71%
112,475
-3,187
-3% -$3.12M
TJX icon
23
TJX Companies
TJX
$170B
$104M 1.68%
857,893
-19,107
-2% -$2.32M
AMT icon
24
American Tower
AMT
$77.7B
$95.1M 1.53%
437,197
-16,173
-4% -$3.17M
DLN icon
25
WisdomTree US LargeCap Dividend Fund
DLN
$6.24B
$86.6M 1.39%
1,091,046
-43,030
-4% -$3.43M
1
2 3 4 5

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Evercore Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Evercore Wealth Management held 438 positions worth $6.22B, down 6.8% from $6.68B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Evercore Wealth Management's Q1 2025 filing shows 21 new, 38 increased, 231 reduced and 22 closed positions. Its largest new stake was Comfort Systems: 126,533 shares worth $40.8M. The largest sale was Abbott, an estimated $80.2M.

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

  • Evercore Wealth Management's largest Q1 2025 buy was Comfort Systems: 126,533 shares worth $40.8M.
  • Evercore Wealth Management added most to Uber in Q1 2025, an estimated $71.2M increase.
  • Evercore Wealth Management's biggest Q1 2025 reduction was Abbott, cutting an estimated $80.2M.
  • Evercore Wealth Management fully exited WisdomTree US Total Dividend Fund in Q1 2025, selling an estimated $1.2M.
  • Evercore Wealth Management's ten largest holdings make up 37% of its $6.22B portfolio in Q1 2025.
  • Evercore Wealth Management opened 21 new positions and closed 22 in Q1 2025.
  • Evercore Wealth Management's portfolio value fell 6.8% quarter-over-quarter to $6.22B.

Based on Evercore Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.