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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
KLAC icon
276
KLA
KLAC
$220B
$504K 0.01%
7,420
-100
-1% -$7.2K
RNR icon
277
RenaissanceRe
RNR
$13.7B
$496K 0.01%
2,067
– –
IFF icon
278
International Flavors & Fragrances
IFF
$21.5B
$496K 0.01%
6,390
– –
APD icon
279
Air Products & Chemicals
APD
$64.7B
$489K 0.01%
1,659
-26
-2% -$8.02K
SCHD icon
280
Schwab US Dividend Equity ETF
SCHD
$112B
$467K 0.01%
16,709
-500
-3% -$13.9K
COIN icon
281
Coinbase
COIN
$45.4B
$465K 0.01%
2,700
-70
-3% -$16.9K
MUB icon
282
iShares National Muni Bond ETF
MUB
$44.5B
$453K 0.01%
4,297
-37
-0.9% -$3.94K
GIS icon
283
General Mills
GIS
$19.6B
$450K 0.01%
7,525
-361
-5% -$21.7K
CSX icon
284
CSX Corp
CSX
$90.1B
$448K 0.01%
15,233
– –
RSG icon
285
Republic Services
RSG
$68.3B
$447K 0.01%
1,846
-25
-1% -$5.61K
CME icon
286
CME Group
CME
$98.9B
$445K 0.01%
1,677
-215
-11% -$53K
KVUE icon
287
Kenvue
KVUE
$34.4B
$444K 0.01%
18,504
-952
-5% -$21.1K
MLM icon
288
Martin Marietta Materials
MLM
$36B
$444K 0.01%
928
– –
TT icon
289
Trane Technologies
TT
$93B
$443K 0.01%
1,316
– –
WWD icon
290
Woodward
WWD
$18.9B
$430K 0.01%
2,359
– –
FNDA icon
291
Schwab Fundamental US Small Company Index ETF
FNDA
$8.85B
$426K 0.01%
15,565
– –
WAB icon
292
Wabtec
WAB
$47B
$423K 0.01%
2,335
– –
IMXI icon
293
International Money Express
IMXI
$417M
$418K 0.01%
33,158
– –
MPC icon
294
Marathon Petroleum
MPC
$115B
$417K 0.01%
2,865
– –
SPTM icon
295
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$416K 0.01%
+6,111
New +$437K
ROOT icon
296
Root
ROOT
$830M
$413K 0.01%
+3,093
New +$354K
IWP icon
297
iShares Russell Mid-Cap Growth ETF
IWP
$19B
$411K 0.01%
3,499
– –
WBS
298
DELISTED
Webster Financial
WBS
$410K 0.01%
7,946
– –
APO icon
299
Apollo Global Management
APO
$75B
$408K 0.01%
2,981
-350
-11% -$53.8K
DLR icon
300
Digital Realty Trust
DLR
$66.5B
$408K 0.01%
2,847
+55
+2% +$8.95K
10 11
12
13 14

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CIS
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AS
Aware Super Sydney, Australia $7.06B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HPG
Harvest Portfolios Group Oakville, Ontario, Canada $7.09B AUM 20.73% 1-Year Est. Return
AACR
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CGPCS
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TCM
Tenor Capital Management New York $7.09B AUM 3.55% 1-Year Est. Return

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.