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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
+10.24%
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
$6.81B
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 Miscellaneous 10.31%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IOT icon
226
Samsara
IOT
$24.4B
$931K 0.01%
+25,000
New +$929K
SO icon
227
Southern Company
SO
$98.9B
$923K 0.01%
9,743
-1,025
-10% -$95.7K
STE icon
228
Steris
STE
$20.5B
$915K 0.01%
3,696
– –
JEF icon
229
Jefferies Financial Group
JEF
$11.3B
$900K 0.01%
13,753
+645
+5% +$39.3K
DELL icon
230
Dell
DELL
$346B
$881K 0.01%
6,217
+462
+8% +$59.9K
MO icon
231
Altria Group
MO
$117B
$872K 0.01%
13,198
+411
+3% +$26K
SPH icon
232
Suburban Propane Partners
SPH
$1.13B
$847K 0.01%
45,438
– –
LIN icon
233
Linde
LIN
$213B
$844K 0.01%
1,777
-20
-1% -$9.47K
DE icon
234
Deere & Co
DE
$184B
$835K 0.01%
1,826
-250
-12% -$123K
COF icon
235
Capital One
COF
$127B
$828K 0.01%
3,895
+1,984
+104% +$434K
VRTX icon
236
Vertex Pharmaceuticals
VRTX
$130B
$825K 0.01%
2,106
-22
-1% -$9.19K
JEPI icon
237
JPMorgan Equity Premium Income ETF
JEPI
$45.2B
$818K 0.01%
14,334
– –
ED icon
238
Consolidated Edison
ED
$38.9B
$816K 0.01%
8,120
+100
+1% +$10K
DIA icon
239
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
$794K 0.01%
1,712
– –
GDXJ icon
240
VanEck Junior Gold Miners ETF
GDXJ
$8.92B
$792K 0.01%
8,000
-975
-11% -$74.9K
DFAX icon
241
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.4B
$785K 0.01%
25,000
– –
PRM icon
242
Perimeter Solutions
PRM
$5.17B
$784K 0.01%
35,000
– –
GBDC icon
243
Golub Capital BDC
GBDC
$3.23B
$780K 0.01%
56,976
+7,138
+14% +$105K
IWN icon
244
iShares Russell 2000 Value ETF
IWN
$14.2B
$778K 0.01%
4,400
-49
-1% -$8.27K
DHI icon
245
D.R. Horton
DHI
$39.2B
$775K 0.01%
4,572
– –
PANW icon
246
Palo Alto Networks
PANW
$307B
$770K 0.01%
3,784
– –
DD icon
247
DuPont de Nemours
DD
$17.3B
$769K 0.01%
7,864
+252
+3% +$23.7K
KLAC icon
248
KLA
KLAC
$220B
$766K 0.01%
7,100
– –
COR icon
249
Cencora
COR
$61.7B
$763K 0.01%
2,440
– –
DPZ icon
250
Domino's
DPZ
$10.3B
$758K 0.01%
1,755
-18
-1% -$8.17K
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 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.