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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
WAB icon
276
Wabtec
WAB
$47.8B
$584K 0.01%
2,166
-55
-2% -$14.5K
CMCSA icon
277
Comcast
CMCSA
$94B
$561K 0.01%
22,852
-9,166
-29% -$237K
DLR icon
278
Digital Realty Trust
DLR
$69.9B
$558K 0.01%
3,108
+70
+2% +$13.4K
AWK icon
279
American Water Works
AWK
$28B
$555K 0.01%
4,220
– –
TFC icon
280
Truist Financial
TFC
$63.1B
$545K 0.01%
10,943
+220
+2% +$10.8K
MSCI icon
281
MSCI
MSCI
$41.7B
$543K 0.01%
969
– –
OBDC icon
282
Blue Owl Capital
OBDC
$5.62B
$541K 0.01%
49,800
– –
BBY icon
283
Best Buy
BBY
$19B
$537K 0.01%
7,080
+106
+2% +$7.04K
MLM icon
284
Martin Marietta Materials
MLM
$36.6B
$535K 0.01%
928
– –
VNQ icon
285
Vanguard Real Estate ETF
VNQ
$37.9B
$520K 0.01%
5,396
+52
+1% +$4.97K
GLNG icon
286
Golar LNG
GLNG
$5.32B
$498K 0.01%
+10,000
New +$529K
NSC icon
287
Norfolk Southern
NSC
$74B
$494K 0.01%
1,570
-97
-6% -$29.9K
CME icon
288
CME Group
CME
$101B
$477K 0.01%
2,160
– –
IFF icon
289
International Flavors & Fragrances
IFF
$22B
$467K 0.01%
5,890
-500
-8% -$37.2K
JCI icon
290
Johnson Controls International
JCI
$87.8B
$466K 0.01%
3,188
-116
-4% -$16.4K
HACK icon
291
Amplify Cybersecurity ETF
HACK
$2.88B
$457K 0.01%
4,360
– –
BIIB icon
292
Biogen
BIIB
$32.6B
$456K 0.01%
2,112
– –
ALL icon
293
Allstate
ALL
$65.6B
$456K 0.01%
1,915
– –
DFAC icon
294
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$452K 0.01%
10,182
– –
TMUS icon
295
T-Mobile US
TMUS
$195B
$445K 0.01%
2,656
-72
-3% -$13.6K
PAA icon
296
Plains All American Pipeline
PAA
$18.1B
$445K 0.01%
+20,000
New +$444K
VBR icon
297
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.5B
$444K 0.01%
1,827
– –
TECH icon
298
Bio-Techne
TECH
$11.4B
$435K 0.01%
6,160
+953
+18% +$51.5K
MKC icon
299
McCormick & Company Non-Voting
MKC
$14B
$433K 0.01%
8,582
-120
-1% -$5.89K
BXDC
300
Blackstone Digital Infrastructure Trust
BXDC
$2.05B
$433K 0.01%
+20,000
New +$434K
10 11
12
13 14

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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.