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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
-2.57%
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
$6.22B
AUM Growth
-$451M
Cap. Flow
-$199M
Cap. Flow %
-3.19%
Top 10 Hldgs %
37.4%
Holding
438
New
21
Increased
38
Reduced
231
Closed
22

Top Buys

Rank Stock Value
1
UBER icon
Uber
UBER
+$71.2M
2
PGR icon
Progressive
PGR
+$56.7M
3
FIX icon
Comfort Systems
FIX
+$51M
4
VIK icon
Viking Holdings
VIK
+$16.7M
5
NVDA icon
NVIDIA
NVDA
+$13.5M

Top Sells

Rank Stock Value
1
ABT icon
Abbott
ABT
+$80.2M
2
MCD icon
McDonald's
MCD
+$67M
3
BWA icon
BorgWarner
BWA
+$33.7M
4
CE icon
Celanese
CE
+$25.7M
5
STZ icon
Constellation Brands
STZ
+$20.6M

Sector Composition

Rank Sector Weight
1 Technology 25.89%
2 Financials 20.36%
3 Consumer Discretionary 14.59%
4 Miscellaneous 8.84%
5 Healthcare 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GWW icon
251
W.W. Grainger
GWW
$59.8B
$673K 0.01%
681
-50
-7% -$51.7K
VRSK icon
252
Verisk Analytics
VRSK
$23.4B
$673K 0.01%
2,260
-11
-0.5% -$3.17K
IWN icon
253
iShares Russell 2000 Value ETF
IWN
$14.2B
$672K 0.01%
4,449
-300
-6% -$48.5K
MSI icon
254
Motorola Solutions
MSI
$77.6B
$668K 0.01%
1,525
-155
-9% -$69.2K
DFAX icon
255
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.4B
$655K 0.01%
25,000
– –
PSA icon
256
Public Storage
PSA
$55.4B
$647K 0.01%
2,163
– –
PANW icon
257
Palo Alto Networks
PANW
$307B
$646K 0.01%
3,784
-104
-3% -$19.2K
JEF icon
258
Jefferies Financial Group
JEF
$11.3B
$641K 0.01%
11,963
-4,700
-28% -$319K
OBDC icon
259
Blue Owl Capital
OBDC
$5.46B
$632K 0.01%
+43,100
New +$647K
AWK icon
260
American Water Works
AWK
$27.4B
$623K 0.01%
4,220
-80
-2% -$10.5K
INTU icon
261
Intuit
INTU
$88B
$601K 0.01%
979
-22
-2% -$13.2K
SLB icon
262
SLB Ltd
SLB
$80.4B
$590K 0.01%
14,111
+45
+0.3% +$1.84K
EFG icon
263
iShares MSCI EAFE Growth ETF
EFG
$16.4B
$588K 0.01%
5,877
– –
DHI icon
264
D.R. Horton
DHI
$39.2B
$581K 0.01%
4,572
– –
MSCI icon
265
MSCI
MSCI
$39.6B
$565K 0.01%
999
– –
EXE
266
Expand Energy Corp
EXE
$21.8B
$560K 0.01%
5,035
– –
ANET icon
267
Arista Networks
ANET
$243B
$558K 0.01%
7,203
-104
-1% -$10.5K
JEPI icon
268
JPMorgan Equity Premium Income ETF
JEPI
$45.2B
$533K 0.01%
9,334
– –
ISRG icon
269
Intuitive Surgical
ISRG
$133B
$524K 0.01%
1,057
+8
+0.8% +$4.42K
VTV icon
270
Vanguard Morningstar Value ETF
VTV
$190B
$523K 0.01%
3,025
– –
TFC icon
271
Truist Financial
TFC
$61.6B
$519K 0.01%
12,613
+10
+0.1% +$446
GDXJ icon
272
VanEck Junior Gold Miners ETF
GDXJ
$8.92B
$513K 0.01%
8,975
– –
VYM icon
273
Vanguard High Dividend Yield ETF
VYM
$81.9B
$513K 0.01%
3,981
– –
AMP icon
274
Ameriprise Financial
AMP
$49.4B
$513K 0.01%
1,060
-5
-0.5% -$2.62K
NSC icon
275
Norfolk Southern
NSC
$71.9B
$508K 0.01%
2,143
– –
9 10
11
12 13

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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 Q1 2025 Portfolio in Review

As of Q1 2025, Evercore Wealth Management held 438 positions worth $6.22B, down 6.8% from $6.68B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Evercore Wealth Management withdrew a net $199M in Q1 2025, closing 22 positions and reducing 231 holdings. Its most notable exit was WisdomTree US Total Dividend Fund, an estimated $1.2M position sold in full.

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

Against the trend, Evercore Wealth Management opened a new position in Comfort Systems worth $40.8M.

  • Evercore Wealth Management's largest Q1 2025 buy was Comfort Systems: 126,533 shares worth $40.8M.
  • Evercore Wealth Management added most to Uber in Q1 2025, an estimated $71.2M increase.
  • Evercore Wealth Management's biggest Q1 2025 reduction was Abbott, cutting an estimated $80.2M.
  • Evercore Wealth Management fully exited WisdomTree US Total Dividend Fund in Q1 2025, selling an estimated $1.2M.
  • Evercore Wealth Management's ten largest holdings make up 37% of its $6.22B portfolio in Q1 2025.
  • Evercore Wealth Management opened 21 new positions and closed 22 in Q1 2025.
  • Evercore Wealth Management's portfolio value fell 6.8% quarter-over-quarter to $6.22B.

Based on Evercore Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.