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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
URI icon
251
United Rentals
URI
$61.6B
$752K 0.01%
788
-105
-12% -$93.6K
TPL icon
252
Texas Pacific Land
TPL
$25.6B
$725K 0.01%
2,328
– –
MCO icon
253
Moody's
MCO
$80.9B
$717K 0.01%
1,504
– –
PRF icon
254
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$700K 0.01%
15,473
-4,185
-21% -$183K
MSI icon
255
Motorola Solutions
MSI
$77.6B
$698K 0.01%
1,526
+2
+0.1% +$901
LRCX icon
256
Lam Research
LRCX
$339B
$690K 0.01%
5,154
– –
REGN icon
257
Regeneron Pharmaceuticals
REGN
$79.7B
$670K 0.01%
1,191
-160
-12% -$90.5K
EFG icon
258
iShares MSCI EAFE Growth ETF
EFG
$16.4B
$661K 0.01%
5,802
-75
-1% -$8.36K
TMUS icon
259
T-Mobile US
TMUS
$194B
$661K 0.01%
2,760
+252
+10% +$61K
PCT icon
260
PureCycle Technologies
PCT
$1.12B
$658K 0.01%
50,000
– –
INTU icon
261
Intuit
INTU
$88B
$626K 0.01%
916
-63
-6% -$45.4K
PSA icon
262
Public Storage
PSA
$55.4B
$620K 0.01%
2,147
-16
-0.7% -$4.59K
MU icon
263
Micron Technology
MU
$1.05T
$616K 0.01%
3,684
-67
-2% -$8.57K
BSX icon
264
Boston Scientific
BSX
$63.6B
$614K 0.01%
6,284
-4,250
-40% -$440K
MKC icon
265
McCormick & Company Non-Voting
MKC
$13.4B
$608K 0.01%
9,082
– –
AWK icon
266
American Water Works
AWK
$27.4B
$594K 0.01%
4,264
+44
+1% +$6.22K
CME icon
267
CME Group
CME
$98.9B
$588K 0.01%
2,177
– –
WWD icon
268
Woodward
WWD
$18.9B
$585K 0.01%
2,316
-43
-2% -$10.7K
MLM icon
269
Martin Marietta Materials
MLM
$36B
$585K 0.01%
928
– –
EVR icon
270
Evercore
EVR
$10.4B
$580K 0.01%
1,720
– –
BNY
271
Bank of New York Mellon
BNY
$105B
$579K 0.01%
5,313
+1,400
+36% +$143K
XBI icon
272
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$570K 0.01%
5,692
-2,800
-33% -$252K
NSC icon
273
Norfolk Southern
NSC
$71.9B
$570K 0.01%
1,896
-250
-12% -$69.5K
VRSK icon
274
Verisk Analytics
VRSK
$23.4B
$568K 0.01%
2,260
– –
SHOP icon
275
Shopify
SHOP
$167B
$563K 0.01%
3,790
– –
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 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.