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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
+2.64%
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
$6.82B
AUM Growth
+$9.37M
Cap. Flow
-$75.6M
Cap. Flow %
-1.11%
Top 10 Hldgs %
42.17%
Holding
439
New
26
Increased
54
Reduced
199
Closed
19

Top Buys

Rank Stock Value
1
SN icon
SharkNinja
SN
+$53M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.1M
3
ARCC icon
Ares Capital
ARCC
+$11M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$8.39M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.16M

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$30.7M
2
NVDA icon
NVIDIA
NVDA
+$13.7M
3
UNH icon
UnitedHealth
UNH
+$12.7M
4
AAPL icon
Apple
AAPL
+$11.5M
5
EOG icon
EOG Resources
EOG
+$8.28M

Sector Composition

Rank Sector Weight
1 Technology 24.44%
2 Financials 20.94%
3 Consumer Discretionary 14.29%
4 Communication Services 8.05%
5 Healthcare 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XAR icon
226
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.07B
$873K 0.01%
3,618
-2,625
-42% -$624K
KLAC icon
227
KLA
KLAC
$275B
$863K 0.01%
7,100
– –
PCT icon
228
PureCycle Technologies
PCT
$1.17B
$859K 0.01%
100,000
+50,000
+100% +$531K
LRCX icon
229
Lam Research
LRCX
$382B
$855K 0.01%
4,994
-160
-3% -$24.9K
DE icon
230
Deere & Co
DE
$170B
$850K 0.01%
1,826
– –
SPH icon
231
Suburban Propane Partners
SPH
$1.23B
$842K 0.01%
45,438
– –
KMB icon
232
Kimberly-Clark
KMB
$36.4B
$836K 0.01%
8,291
-44
-0.5% -$4.81K
COR icon
233
Cencora
COR
$60.3B
$824K 0.01%
2,440
– –
DIA icon
234
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$823K 0.01%
1,712
– –
ED icon
235
Consolidated Edison
ED
$41.6B
$820K 0.01%
8,261
+141
+2% +$14K
DFAX icon
236
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
$818K 0.01%
25,000
– –
TEL icon
237
TE Connectivity
TEL
$58.8B
$799K 0.01%
3,510
-5,412
-61% -$1.25M
IWN icon
238
iShares Russell 2000 Value ETF
IWN
$14.4B
$797K 0.01%
4,400
– –
HOOD icon
239
Robinhood
HOOD
$85.2B
$791K 0.01%
6,991
– –
DELL icon
240
Dell
DELL
$283B
$784K 0.01%
6,229
+12
+0.2% +$1.69K
SO icon
241
Southern Company
SO
$110B
$776K 0.01%
8,902
-841
-9% -$76.8K
GBDC icon
242
Golub Capital BDC
GBDC
$3.33B
$773K 0.01%
56,976
– –
MCO icon
243
Moody's
MCO
$81.7B
$768K 0.01%
1,504
– –
MO icon
244
Altria Group
MO
$122B
$764K 0.01%
13,255
+57
+0.4% +$3.44K
LIN icon
245
Linde
LIN
$237B
$758K 0.01%
1,777
– –
Q
246
Qnity Electronics Inc
Q
$28.3B
$747K 0.01%
+9,146
New +$777K
JEF icon
247
Jefferies Financial Group
JEF
$12.9B
$741K 0.01%
11,963
-1,790
-13% -$103K
JEPI icon
248
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$735K 0.01%
12,834
-1,500
-10% -$85.7K
PRF icon
249
Invesco FTSE RAFI US 1000 ETF
PRF
$9.73B
$726K 0.01%
15,473
– –
BHST
250
BioHarvest Sciences
BHST
$43.5M
$724K 0.01%
+139,470
New +$1.12M
8 9
10
11 12

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EI
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BFG
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PCH
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OMC
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BFS
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CA
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Evercore Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Evercore Wealth Management held 439 positions worth $6.82B, up 0.14% from $6.81B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Evercore Wealth Management's Q4 2025 filing shows 26 new, 54 increased, 199 reduced and 19 closed positions. Its largest new stake was SharkNinja: 537,662 shares worth $60.2M. The largest sale was Fiserv Inc, an estimated $30.7M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q4 2025 buy was SharkNinja: 537,662 shares worth $60.2M.
  • Evercore Wealth Management added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $15.1M increase.
  • Evercore Wealth Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $13.7M.
  • Evercore Wealth Management fully exited Fiserv Inc in Q4 2025, selling an estimated $30.7M.
  • Evercore Wealth Management's ten largest holdings make up 42% of its $6.82B portfolio in Q4 2025.
  • Evercore Wealth Management opened 26 new positions and closed 19 in Q4 2025.
  • Evercore Wealth Management's portfolio value rose 0.14% quarter-over-quarter to $6.82B.

Based on Evercore Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.