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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
+13.55%
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
$7.07B
AUM Growth
+$708M
Cap. Flow
+$4.94M
Cap. Flow %
0.07%
Top 10 Hldgs %
39.19%
Holding
453
New
35
Increased
81
Reduced
176
Closed
20

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$86M
2
APH icon
Amphenol
APH
+$72.2M
3
NOW icon
ServiceNow
NOW
+$57.8M
4
CASY icon
Casey's General Stores
CASY
+$30.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$13.8M

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$44.9M
2
MELI icon
Mercado Libre
MELI
+$39.9M
3
FIX icon
Comfort Systems
FIX
+$39.8M
4
AMT icon
American Tower
AMT
+$28.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$25.8M

Sector Composition

Rank Sector Weight
1 Technology 23.48%
2 Financials 18.61%
3 Consumer Discretionary 14.63%
4 Miscellaneous 13.26%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHI icon
251
D.R. Horton
DHI
$39.9B
$737K 0.01%
4,523
– –
IWN icon
252
iShares Russell 2000 Value ETF
IWN
$14.6B
$730K 0.01%
3,300
– –
EFG icon
253
iShares MSCI EAFE Growth ETF
EFG
$17B
$730K 0.01%
5,864
+89
+2% +$10.7K
CDW icon
254
CDW
CDW
$19.1B
$727K 0.01%
5,167
-5,984
-54% -$751K
MPC icon
255
Marathon Petroleum
MPC
$109B
$723K 0.01%
2,828
– –
ZTS icon
256
Zoetis
ZTS
$31.3B
$696K 0.01%
9,683
-1,992
-17% -$188K
TEL icon
257
TE Connectivity
TEL
$60.4B
$693K 0.01%
3,435
-75
-2% -$16K
COR icon
258
Cencora
COR
$63.2B
$683K 0.01%
2,415
-25
-1% -$7.21K
COF icon
259
Capital One
COF
$135B
$674K 0.01%
3,362
+1,000
+42% +$191K
MCO icon
260
Moody's
MCO
$85.5B
$674K 0.01%
1,489
– –
RNR icon
261
RenaissanceRe
RNR
$13.7B
$648K 0.01%
2,044
– –
TT icon
262
Trane Technologies
TT
$98.5B
$646K 0.01%
1,316
– –
GWW icon
263
W.W. Grainger
GWW
$62.4B
$643K 0.01%
473
– –
BN icon
264
Brookfield
BN
$90B
$640K 0.01%
15,037
-9,710
-39% -$434K
EIX icon
265
Edison International
EIX
$21.8B
$634K 0.01%
8,521
-930
-10% -$66.3K
XBI icon
266
State Street SPDR S&P Biotech ETF
XBI
$11.4B
$632K 0.01%
3,992
– –
BHST
267
BioHarvest Sciences
BHST
$41.3M
$619K 0.01%
216,343
+76,873
+55% +$293K
MSI icon
268
Motorola Solutions
MSI
$77.5B
$618K 0.01%
1,489
-35
-2% -$14.7K
HOOD icon
269
Robinhood
HOOD
$110B
$609K 0.01%
6,071
-920
-13% -$77K
C icon
270
Citigroup
C
$231B
$606K 0.01%
4,328
-48
-1% -$6.25K
VTV icon
271
Vanguard Morningstar Value ETF
VTV
$194B
$604K 0.01%
2,773
– –
STT icon
272
State Street
STT
$53.4B
$601K 0.01%
3,545
– –
JEF icon
273
Jefferies Financial Group
JEF
$12.7B
$598K 0.01%
11,963
– –
TPR icon
274
Tapestry
TPR
$24.4B
$586K 0.01%
4,000
– –
CSX icon
275
CSX Corp
CSX
$91.5B
$584K 0.01%
12,292
-1,930
-14% -$87.1K
9 10
11
12 13

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CGPCS
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TCM
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Evercore Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Evercore Wealth Management held 453 positions worth $7.07B, up 11% from $6.36B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q2 2026 filing shows 35 new, 81 increased, 176 reduced and 20 closed positions. Its largest new stake was Casey's General Stores: 37,619 shares worth $29.9M. The largest sale was Adobe, an estimated $44.9M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q2 2026 buy was Casey's General Stores: 37,619 shares worth $29.9M.
  • Evercore Wealth Management added most to Broadcom in Q2 2026, an estimated $86M increase.
  • Evercore Wealth Management's biggest Q2 2026 reduction was Adobe, cutting an estimated $44.9M.
  • Evercore Wealth Management fully exited White Mountains Insurance in Q2 2026, selling an estimated $439K.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $7.07B portfolio in Q2 2026.
  • Evercore Wealth Management opened 35 new positions and closed 20 in Q2 2026.
  • Evercore Wealth Management's portfolio value rose 11% quarter-over-quarter to $7.07B.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.