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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
+1.97%
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
$6.68B
AUM Growth
+$9.06M
Cap. Flow
+$13M
Cap. Flow %
0.2%
Top 10 Hldgs %
38.9%
Holding
441
New
24
Increased
81
Reduced
150
Closed
24

Top Buys

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$54.6M
2
VIK icon
Viking Holdings
VIK
+$51.8M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$12.2M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$8.8M
5
CROX icon
Crocs
CROX
+$7.07M

Top Sells

Rank Stock Value
1
CVX icon
Chevron
CVX
+$22.3M
2
CE icon
Celanese
CE
+$21.2M
3
MCD icon
McDonald's
MCD
+$13.4M
4
BX icon
Blackstone
BX
+$12.6M
5
CBRE icon
CBRE Group
CBRE
+$9.91M

Sector Composition

Rank Sector Weight
1 Technology 26.18%
2 Financials 18.95%
3 Consumer Discretionary 15.48%
4 Healthcare 8.41%
5 Miscellaneous 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DLR icon
276
Digital Realty Trust
DLR
$66.5B
$495K 0.01%
2,792
-23
-0.8% -$4.08K
CSX icon
277
CSX Corp
CSX
$90.1B
$492K 0.01%
15,233
– –
APD icon
278
Air Products & Chemicals
APD
$64.7B
$489K 0.01%
1,685
– –
TT icon
279
Trane Technologies
TT
$93B
$486K 0.01%
1,316
– –
MLM icon
280
Martin Marietta Materials
MLM
$36B
$479K 0.01%
928
– –
EVR icon
281
Evercore
EVR
$10.4B
$477K 0.01%
1,720
– –
KLAC icon
282
KLA
KLAC
$220B
$474K 0.01%
7,520
– –
SCHD icon
283
Schwab US Dividend Equity ETF
SCHD
$112B
$470K 0.01%
17,209
+9,670
+128% +$275K
STT icon
284
State Street
STT
$50.9B
$468K 0.01%
4,770
-4,000
-46% -$379K
GBTC icon
285
Grayscale Bitcoin Trust
GBTC
$11.4B
$463K 0.01%
6,250
– –
FNDA icon
286
Schwab Fundamental US Small Company Index ETF
FNDA
$8.85B
$462K 0.01%
+15,565
New +$475K
MUB icon
287
iShares National Muni Bond ETF
MUB
$44.5B
$462K 0.01%
4,334
-368
-8% -$39.5K
BBY icon
288
Best Buy
BBY
$19.6B
$455K 0.01%
5,300
+45
+0.9% +$4.11K
BALL icon
289
Ball Corp
BALL
$16.1B
$451K 0.01%
8,183
– –
PRM icon
290
Perimeter Solutions
PRM
$5.17B
$447K 0.01%
35,000
-30,000
-46% -$392K
AN icon
291
AutoNation
AN
$6.73B
$445K 0.01%
2,618
– –
VGK icon
292
Vanguard FTSE Europe ETF
VGK
$30.1B
$444K 0.01%
6,995
-186
-3% -$12.4K
IWP icon
293
iShares Russell Mid-Cap Growth ETF
IWP
$19B
$443K 0.01%
3,499
– –
WAB icon
294
Wabtec
WAB
$47B
$443K 0.01%
2,335
– –
SHOP icon
295
Shopify
SHOP
$167B
$441K 0.01%
4,145
+5
+0.1% +$486
CME icon
296
CME Group
CME
$98.9B
$439K 0.01%
1,892
– –
WBS
297
DELISTED
Webster Financial
WBS
$439K 0.01%
7,946
– –
CMI icon
298
Cummins
CMI
$74.1B
$430K 0.01%
1,234
– –
KVUE icon
299
Kenvue
KVUE
$34.4B
$415K 0.01%
19,456
+21
+0.1% +$476
EXPE icon
300
Expedia Group
EXPE
$35.2B
$411K 0.01%
2,207
– –
10 11
12
13 14

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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 Q4 2024 Portfolio in Review

As of Q4 2024, Evercore Wealth Management held 441 positions worth $6.68B, up 0.14% from $6.67B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q4 2024 filing shows 24 new, 81 increased, 150 reduced and 24 closed positions. Its largest new stake was Fiserv Inc: 267,653 shares worth $55M. The largest sale was Chevron, an estimated $22.3M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q4 2024 buy was Fiserv Inc: 267,653 shares worth $55M.
  • Evercore Wealth Management added most to State Street Health Care Select Sector SPDR ETF in Q4 2024, an estimated $12.2M increase.
  • Evercore Wealth Management's biggest Q4 2024 reduction was Chevron, cutting an estimated $22.3M.
  • Evercore Wealth Management fully exited CVS Health in Q4 2024, selling an estimated $1.9M.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $6.68B portfolio in Q4 2024.
  • Evercore Wealth Management opened 24 new positions and closed 24 in Q4 2024.
  • Evercore Wealth Management's portfolio value rose 0.14% quarter-over-quarter to $6.68B.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.