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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
+1.97%
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
$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 Miscellaneous 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BDX icon
226
Becton Dickinson
BDX
$50.6B
$841K 0.01%
3,708
-126
-3% -$29.1K
EEM icon
227
iShares MSCI Emerging Markets ETF
EEM
$30.6B
$836K 0.01%
19,987
-6,094
-23% -$270K
GLW icon
228
Corning
GLW
$124B
$820K 0.01%
17,248
-79
-0.5% -$3.74K
ANET icon
229
Arista Networks
ANET
$243B
$808K 0.01%
7,307
+3
+0% +$309
PRF icon
230
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$803K 0.01%
19,904
– –
SPH icon
231
Suburban Propane Partners
SPH
$1.13B
$782K 0.01%
45,438
– –
IWN icon
232
iShares Russell 2000 Value ETF
IWN
$14.2B
$780K 0.01%
4,749
-78
-2% -$13.3K
LIN icon
233
Linde
LIN
$213B
$779K 0.01%
1,861
+45
+2% +$20.5K
MSI icon
234
Motorola Solutions
MSI
$77.6B
$777K 0.01%
1,680
+1
+0.1% +$474
GWW icon
235
W.W. Grainger
GWW
$59.8B
$771K 0.01%
731
+50
+7% +$56.3K
XBI icon
236
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$765K 0.01%
8,492
– –
STE icon
237
Steris
STE
$20.5B
$760K 0.01%
3,696
– –
CTSH icon
238
Cognizant
CTSH
$28.5B
$753K 0.01%
9,791
-198
-2% -$15.5K
VRTX icon
239
Vertex Pharmaceuticals
VRTX
$130B
$734K 0.01%
1,823
-50
-3% -$23.2K
MKC icon
240
McCormick & Company Non-Voting
MKC
$13.4B
$732K 0.01%
9,598
– –
MCO icon
241
Moody's
MCO
$80.9B
$729K 0.01%
1,540
+1
+0.1% +$477
DD icon
242
DuPont de Nemours
DD
$17.3B
$729K 0.01%
7,612
– –
DIA icon
243
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
$728K 0.01%
1,712
– –
ED icon
244
Consolidated Edison
ED
$38.9B
$717K 0.01%
8,040
-1,512
-16% -$149K
PANW icon
245
Palo Alto Networks
PANW
$307B
$707K 0.01%
3,888
+760
+24% +$144K
VNQ icon
246
Vanguard Real Estate ETF
VNQ
$37.2B
$697K 0.01%
7,826
– –
IMXI icon
247
International Money Express
IMXI
$417M
$691K 0.01%
33,158
-121
-0.4% -$2.38K
COIN icon
248
Coinbase
COIN
$45.4B
$688K 0.01%
2,770
-243
-8% -$61.7K
PSA icon
249
Public Storage
PSA
$55.4B
$648K 0.01%
2,163
-73
-3% -$24.2K
DHI icon
250
D.R. Horton
DHI
$39.2B
$639K 0.01%
4,572
– –
8 9
10
11 12

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CIS
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AS
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AC
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HPG
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AACR
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CGPCS
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TCM
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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.