We are live on ! Find out more
EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
+10.24%
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
$6.81B
AUM Growth
+$383M
Cap. Flow
-$153M
Cap. Flow %
-2.24%
Top 10 Hldgs %
41.5%
Holding
427
New
21
Increased
73
Reduced
186
Closed
14

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$55.5M
2
ARCC icon
Ares Capital
ARCC
+$16.1M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$13.5M
5
PGR icon
Progressive
PGR
+$10.5M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$75.6M
2
ACN icon
Accenture
ACN
+$55.6M
3
UNH icon
UnitedHealth
UNH
+$49.7M
4
FISV
Fiserv Inc
FISV
+$13.1M
5
NVDA icon
NVIDIA
NVDA
+$13M

Sector Composition

Rank Sector Weight
1 Technology 26.05%
2 Financials 21.13%
3 Consumer Discretionary 14.37%
4 Communication Services 6.49%
5 Industrials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.01T
$436M 6.4%
2,338,533
-74,655
-3% -$13M
MSFT icon
2
Microsoft
MSFT
$2.84T
$424M 6.23%
819,395
-16,648
-2% -$8.49M
AAPL icon
3
Apple
AAPL
$4.89T
$412M 6.05%
1,619,311
-26,219
-2% -$5.92M
AMZN icon
4
Amazon
AMZN
$2.5T
$253M 3.71%
1,152,251
-11,285
-1% -$2.55M
GOOG icon
5
Alphabet (Google) Class C
GOOG
$3.9T
$238M 3.49%
977,185
-6,431
-0.7% -$1.35M
MA icon
6
Mastercard
MA
$477B
$231M 3.38%
405,527
-6,891
-2% -$3.96M
BX icon
7
Blackstone
BX
$104B
$228M 3.34%
1,333,651
-24,617
-2% -$4.22M
AZO icon
8
AutoZone
AZO
$48.3B
$221M 3.25%
51,590
-1,312
-2% -$5.26M
MS icon
9
Morgan Stanley
MS
$337B
$198M 2.9%
1,244,132
-17,810
-1% -$2.63M
JPM icon
10
JPMorgan Chase
JPM
$939B
$186M 2.74%
591,010
-9,098
-2% -$2.71M
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$3.91T
$186M 2.73%
766,671
-15,023
-2% -$3.15M
HD icon
12
Home Depot
HD
$332B
$180M 2.65%
445,080
-5,662
-1% -$2.23M
CBRE icon
13
CBRE Group
CBRE
$40.8B
$161M 2.37%
1,023,385
-15,118
-1% -$2.34M
WMB icon
14
Williams Companies
WMB
$90.5B
$158M 2.32%
2,498,218
-35,011
-1% -$2.05M
TMO icon
15
Thermo Fisher Scientific
TMO
$211B
$136M 1.99%
280,298
-3,904
-1% -$1.82M
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.07T
$135M 1.98%
268,325
-3,342
-1% -$1.62M
FIX icon
17
Comfort Systems
FIX
$61B
$131M 1.93%
159,280
+610
+0.4% +$413K
BLK icon
18
Blackrock
BLK
$164B
$128M 1.87%
109,536
-594
-0.5% -$664K
CB icon
19
Chubb
CB
$140B
$123M 1.81%
436,609
+1,160
+0.3% +$319K
UBER icon
20
Uber
UBER
$134B
$109M 1.6%
1,109,748
+34,937
+3% +$3.27M
BLDR icon
21
Builders FirstSource
BLDR
$7.84B
$105M 1.55%
870,088
-3,868
-0.4% -$513K
VIK icon
22
Viking Holdings
VIK
$44.9B
$104M 1.53%
1,681,006
+2,536
+0.2% +$151K
COST icon
23
Costco
COST
$415B
$94.2M 1.38%
101,742
-2,139
-2% -$2.05M
DLN icon
24
WisdomTree US LargeCap Dividend Fund
DLN
$6.24B
$91.4M 1.34%
1,050,411
-21,956
-2% -$1.86M
CDW icon
25
CDW
CDW
$17.1B
$79.8M 1.17%
501,141
-333
-0.1% -$56.6K
1
2 3 4 5

Similar funds

GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Evercore Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Evercore Wealth Management held 427 positions worth $6.81B, up 6% from $6.43B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Evercore Wealth Management's Q3 2025 filing shows 21 new, 73 increased, 186 reduced and 14 closed positions. Its largest new stake was Mercado Libre: 23,137 shares worth $54.1M. The largest sale was Ansys, an estimated $75.6M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q3 2025 buy was Mercado Libre: 23,137 shares worth $54.1M.
  • Evercore Wealth Management added most to Ares Capital in Q3 2025, an estimated $16.1M increase.
  • Evercore Wealth Management's biggest Q3 2025 reduction was Accenture, cutting an estimated $55.6M.
  • Evercore Wealth Management fully exited Ansys in Q3 2025, selling an estimated $75.6M.
  • Evercore Wealth Management's ten largest holdings make up 41% of its $6.81B portfolio in Q3 2025.
  • Evercore Wealth Management opened 21 new positions and closed 14 in Q3 2025.
  • Evercore Wealth Management's portfolio value rose 6% quarter-over-quarter to $6.81B.

Based on Evercore Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.