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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
DPZ icon
251
Domino's
DPZ
$11B
$719K 0.01%
1,725
-30
-2% -$12.5K
WWD icon
252
Woodward
WWD
$25B
$700K 0.01%
2,316
– –
CTSH icon
253
Cognizant
CTSH
$21.5B
$685K 0.01%
8,251
– –
TPL icon
254
Texas Pacific Land
TPL
$28.9B
$669K 0.01%
2,328
– –
RKLB icon
255
Rocket Lab Corp
RKLB
$39.9B
$662K 0.01%
9,495
– –
EFG icon
256
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$661K 0.01%
5,802
– –
DHI icon
257
D.R. Horton
DHI
$41B
$651K 0.01%
4,523
-49
-1% -$7.46K
BNY
258
Bank of New York Mellon
BNY
$108B
$617K 0.01%
5,313
– –
SHOP icon
259
Shopify
SHOP
$148B
$610K 0.01%
3,790
– –
ROK icon
260
Rockwell Automation
ROK
$51.4B
$608K 0.01%
1,563
– –
INTU icon
261
Intuit
INTU
$81.1B
$607K 0.01%
916
– –
URI icon
262
United Rentals
URI
$71.1B
$601K 0.01%
743
-45
-6% -$39.1K
CMI icon
263
Cummins
CMI
$91.7B
$596K 0.01%
1,168
-13
-1% -$6.08K
MKC icon
264
McCormick & Company Non-Voting
MKC
$13.4B
$593K 0.01%
8,702
-380
-4% -$25.2K
ISRG icon
265
Intuitive Surgical
ISRG
$121B
$592K 0.01%
1,045
-15
-1% -$7.99K
CME icon
266
CME Group
CME
$92.2B
$590K 0.01%
2,160
-17
-0.8% -$4.62K
EVR icon
267
Evercore
EVR
$13.1B
$585K 0.01%
1,720
– –
TFC icon
268
Truist Financial
TFC
$63.2B
$585K 0.01%
11,878
-90
-0.8% -$4.14K
MSI icon
269
Motorola Solutions
MSI
$69.4B
$584K 0.01%
1,524
-2
-0.1% -$804
BXSL icon
270
Blackstone Secured Lending
BXSL
$5.41B
$583K 0.01%
22,150
+4,000
+22% +$107K
MLM icon
271
Martin Marietta Materials
MLM
$33.6B
$578K 0.01%
928
– –
RNR icon
272
RenaissanceRe
RNR
$13.7B
$575K 0.01%
2,044
-23
-1% -$6.05K
COF icon
273
Capital One
COF
$124B
$573K 0.01%
2,366
-1,529
-39% -$340K
PANW icon
274
Palo Alto Networks
PANW
$264B
$561K 0.01%
3,046
-738
-20% -$149K
EIX icon
275
Edison International
EIX
$30.7B
$559K 0.01%
9,311
+10
+0.1% +$574
9 10
11
12 13

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GT
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EC
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EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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.