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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
GBTC icon
276
Grayscale Bitcoin Trust
GBTC
$11.4B
$561K 0.01%
6,250
– –
TT icon
277
Trane Technologies
TT
$93B
$555K 0.01%
1,316
– –
GWW icon
278
W.W. Grainger
GWW
$59.8B
$554K 0.01%
581
-100
-15% -$100K
CTSH icon
279
Cognizant
CTSH
$28.5B
$553K 0.01%
8,251
-840
-9% -$60.7K
MPC icon
280
Marathon Petroleum
MPC
$115B
$552K 0.01%
2,865
– –
MSCI icon
281
MSCI
MSCI
$39.6B
$550K 0.01%
969
-30
-3% -$17K
TFC icon
282
Truist Financial
TFC
$61.6B
$547K 0.01%
11,968
-520
-4% -$23.4K
ROK icon
283
Rockwell Automation
ROK
$46.3B
$546K 0.01%
1,563
– –
DLR icon
284
Digital Realty Trust
DLR
$66.5B
$536K 0.01%
3,102
-185
-6% -$31.6K
RNR icon
285
RenaissanceRe
RNR
$13.7B
$525K 0.01%
2,067
– –
AN icon
286
AutoNation
AN
$6.73B
$518K 0.01%
2,368
– –
CSX icon
287
CSX Corp
CSX
$90.1B
$516K 0.01%
14,540
– –
EIX icon
288
Edison International
EIX
$21B
$514K 0.01%
9,301
+60
+0.6% +$3.24K
BBY icon
289
Best Buy
BBY
$19.6B
$514K 0.01%
6,794
-81
-1% -$5.81K
OBDC icon
290
Blue Owl Capital
OBDC
$5.46B
$508K 0.01%
39,800
– –
IWO icon
291
iShares Russell 2000 Growth ETF
IWO
$14.1B
$499K 0.01%
1,560
– –
CMI icon
292
Cummins
CMI
$74.1B
$499K 0.01%
1,181
-53
-4% -$20.3K
IWP icon
293
iShares Russell Mid-Cap Growth ETF
IWP
$19B
$498K 0.01%
3,499
– –
VNQ icon
294
Vanguard Real Estate ETF
VNQ
$37.2B
$497K 0.01%
5,433
+89
+2% +$8.07K
CRWV
295
CoreWeave
CRWV
$44.6B
$493K 0.01%
3,600
– –
AMP icon
296
Ameriprise Financial
AMP
$49.4B
$489K 0.01%
995
-25
-2% -$12.8K
NOC icon
297
Northrop Grumman
NOC
$75.5B
$489K 0.01%
802
– –
VTV icon
298
Vanguard Morningstar Value ETF
VTV
$190B
$482K 0.01%
2,583
-217
-8% -$39.3K
BDX icon
299
Becton Dickinson
BDX
$50.6B
$476K 0.01%
2,542
-1,000
-28% -$186K
ISRG icon
300
Intuitive Surgical
ISRG
$133B
$474K 0.01%
1,060
– –
10 11
12
13 14

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AC
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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.