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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
-2.93%
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
$6.36B
AUM Growth
-$464M
Cap. Flow
-$131M
Cap. Flow %
-2.06%
Top 10 Hldgs %
39.23%
Holding
439
New
19
Increased
53
Reduced
190
Closed
21

Top Buys

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$75.7M
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$16.9M
3
SN icon
SharkNinja
SN
+$15.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
PGR icon
Progressive
PGR
+$8.28M

Top Sells

Rank Stock Value
1
CDW icon
CDW
CDW
+$56.4M
2
FIX icon
Comfort Systems
FIX
+$26.6M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$20.6M
4
AAPL icon
Apple
AAPL
+$18.8M
5
JPM icon
JPMorgan Chase
JPM
+$16.6M

Sector Composition

Rank Sector Weight
1 Technology 21.23%
2 Financials 19.58%
3 Consumer Discretionary 14.7%
4 Communication Services 8.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFG icon
251
iShares MSCI EAFE Growth ETF
EFG
$16.5B
$643K 0.01%
5,775
-27
-0.5% -$3.17K
CME icon
252
CME Group
CME
$90.1B
$638K 0.01%
2,160
– –
BNY
253
Bank of New York Mellon
BNY
$110B
$630K 0.01%
5,313
– –
CMI icon
254
Cummins
CMI
$91.2B
$628K 0.01%
1,168
– –
IWN icon
255
iShares Russell 2000 Value ETF
IWN
$14.4B
$626K 0.01%
3,300
-1,100
-25% -$213K
DHI icon
256
D.R. Horton
DHI
$40.4B
$621K 0.01%
4,523
– –
RKLB icon
257
Rocket Lab Corp
RKLB
$43.6B
$610K 0.01%
9,495
– –
RNR icon
258
RenaissanceRe
RNR
$13.6B
$608K 0.01%
2,044
– –
BHST
259
BioHarvest Sciences
BHST
$49.4M
$605K 0.01%
139,470
– –
BXSL icon
260
Blackstone Secured Lending
BXSL
$5.41B
$584K 0.01%
24,650
+2,500
+11% +$62.3K
CSX icon
261
CSX Corp
CSX
$92.8B
$584K 0.01%
14,222
-276
-2% -$10.8K
AWK icon
262
American Water Works
AWK
$26.1B
$574K 0.01%
4,220
– –
TMUS icon
263
T-Mobile US
TMUS
$207B
$573K 0.01%
2,728
-14
-0.5% -$2.88K
TPR icon
264
Tapestry
TPR
$29B
$564K 0.01%
4,000
– –
ROK icon
265
Rockwell Automation
ROK
$51B
$561K 0.01%
1,563
– –
WAB icon
266
Wabtec
WAB
$49.2B
$555K 0.01%
2,221
– –
OBDC icon
267
Blue Owl Capital
OBDC
$5.37B
$551K 0.01%
49,800
+10,000
+25% +$117K
TT icon
268
Trane Technologies
TT
$105B
$548K 0.01%
1,316
– –
DLR icon
269
Digital Realty Trust
DLR
$66B
$547K 0.01%
3,038
-15
-0.5% -$2.56K
NOC icon
270
Northrop Grumman
NOC
$74.6B
$547K 0.01%
802
– –
DPZ icon
271
Domino's
DPZ
$10.6B
$547K 0.01%
1,525
-200
-12% -$79K
MLM icon
272
Martin Marietta Materials
MLM
$33.1B
$546K 0.01%
928
– –
VTV icon
273
Vanguard Value ETF
VTV
$187B
$544K 0.01%
2,773
– –
URI icon
274
United Rentals
URI
$64.8B
$541K 0.01%
743
– –
NOW icon
275
ServiceNow
NOW
$98.4B
$526K 0.01%
5,030
-825
-14% -$97.1K
9 10
11
12 13

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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
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Evercore Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Evercore Wealth Management held 439 positions worth $6.36B, down 6.8% from $6.82B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q1 2026 filing shows 19 new, 53 increased, 190 reduced and 21 closed positions. Its largest new stake was Voyager Technologies: 63,494 shares worth $1.49M. The largest sale was CDW, an estimated $56.4M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q1 2026 buy was Voyager Technologies: 63,494 shares worth $1.49M.
  • Evercore Wealth Management added most to Spotify in Q1 2026, an estimated $75.7M increase.
  • Evercore Wealth Management's biggest Q1 2026 reduction was CDW, cutting an estimated $56.4M.
  • Evercore Wealth Management fully exited BorgWarner in Q1 2026, selling an estimated $1.63M.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $6.36B portfolio in Q1 2026.
  • Evercore Wealth Management opened 19 new positions and closed 21 in Q1 2026.
  • Evercore Wealth Management's portfolio value fell 6.8% quarter-over-quarter to $6.36B.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.