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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
PSA icon
276
Public Storage
PSA
$60.2B
$557K 0.01%
2,146
-1
-0% -$280
TMUS icon
277
T-Mobile US
TMUS
$193B
$557K 0.01%
2,742
-18
-0.7% -$3.82K
MSCI icon
278
MSCI
MSCI
$40B
$556K 0.01%
969
– –
EXE
279
Expand Energy Corp
EXE
$21.9B
$555K 0.01%
5,028
-15,000
-75% -$1.66M
AWK icon
280
American Water Works
AWK
$26.3B
$551K 0.01%
4,220
-44
-1% -$5.88K
NSC icon
281
Norfolk Southern
NSC
$78.8B
$547K 0.01%
1,896
– –
VTV icon
282
Vanguard Value ETF
VTV
$189B
$530K 0.01%
2,773
+190
+7% +$35.7K
CSX icon
283
CSX Corp
CSX
$98.6B
$526K 0.01%
14,498
-42
-0.3% -$1.5K
C icon
284
Citigroup
C
$222B
$516K 0.01%
4,426
– –
TT icon
285
Trane Technologies
TT
$106B
$512K 0.01%
1,316
– –
TPR icon
286
Tapestry
TPR
$28.8B
$511K 0.01%
4,000
-2
-0% -$229
VRSK icon
287
Verisk Analytics
VRSK
$26.4B
$506K 0.01%
2,260
– –
OBDC icon
288
Blue Owl Capital
OBDC
$5.35B
$495K 0.01%
39,800
– –
BDX icon
289
Becton Dickinson
BDX
$43.1B
$493K 0.01%
2,542
– –
IWP icon
290
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$479K 0.01%
3,499
– –
GWW icon
291
W.W. Grainger
GWW
$65.3B
$477K 0.01%
473
-108
-19% -$105K
WAB icon
292
Wabtec
WAB
$51.1B
$474K 0.01%
2,221
-100
-4% -$20.5K
SIVR icon
293
abrdn Physical Silver Shares ETF
SIVR
$4.04B
$473K 0.01%
7,000
-3,500
-33% -$184K
VNQ icon
294
Vanguard Real Estate ETF
VNQ
$39.9B
$473K 0.01%
5,344
-89
-2% -$8K
DLR icon
295
Digital Realty Trust
DLR
$73.7B
$472K 0.01%
3,053
-49
-2% -$8.05K
EXPE icon
296
Expedia Group
EXPE
$31.2B
$469K 0.01%
1,655
– –
MPC icon
297
Marathon Petroleum
MPC
$90.3B
$466K 0.01%
2,865
– –
AN icon
298
AutoNation
AN
$6.97B
$459K 0.01%
2,225
-143
-6% -$29.7K
STT icon
299
State Street
STT
$50.9B
$457K 0.01%
3,545
– –
NOC icon
300
Northrop Grumman
NOC
$77B
$457K 0.01%
802
– –
10 11
12
13 14

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EC
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EI
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BFG
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PCH
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OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BFS
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CA
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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.