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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
-2.93%
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
$6.36B
AUM Growth
-$464M
Cap. Flow
-$131M
Cap. Flow %
-2.06%
Top 10 Hldgs %
39.23%
Holding
439
New
19
Increased
53
Reduced
190
Closed
21

Top Buys

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$75.7M
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$16.9M
3
SN icon
SharkNinja
SN
+$15.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
PGR icon
Progressive
PGR
+$8.28M

Top Sells

Rank Stock Value
1
CDW icon
CDW
CDW
+$56.4M
2
FIX icon
Comfort Systems
FIX
+$26.6M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$20.6M
4
AAPL icon
Apple
AAPL
+$18.8M
5
JPM icon
JPMorgan Chase
JPM
+$16.6M

Sector Composition

Rank Sector Weight
1 Technology 21.23%
2 Financials 19.58%
3 Consumer Discretionary 14.7%
4 Miscellaneous 13%
5 Communication Services 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSCI icon
276
MSCI
MSCI
$41.5B
$522K 0.01%
969
– –
PCT icon
277
PureCycle Technologies
PCT
$1.31B
$519K 0.01%
100,000
– –
GWW icon
278
W.W. Grainger
GWW
$61.5B
$516K 0.01%
473
– –
EVR icon
279
Evercore
EVR
$11.2B
$513K 0.01%
1,720
– –
XBI icon
280
State Street SPDR S&P Biotech ETF
XBI
$11.3B
$510K 0.01%
3,992
+1,500
+60% +$187K
PANW icon
281
Palo Alto Networks
PANW
$303B
$503K 0.01%
3,139
+93
+3% +$15.6K
CTSH icon
282
Cognizant
CTSH
$28.8B
$502K 0.01%
8,178
-73
-0.9% -$5.22K
C icon
283
Citigroup
C
$223B
$496K 0.01%
4,376
-50
-1% -$5.69K
JEF icon
284
Jefferies Financial Group
JEF
$12.2B
$494K 0.01%
11,963
– –
TFC icon
285
Truist Financial
TFC
$61.6B
$493K 0.01%
10,723
-1,155
-10% -$57.1K
HOOD icon
286
Robinhood
HOOD
$93.7B
$484K 0.01%
6,991
– –
GDX icon
287
VanEck Gold Miners ETF
GDX
$31B
$480K 0.01%
5,232
– –
NSC icon
288
Norfolk Southern
NSC
$78.3B
$478K 0.01%
1,667
-229
-12% -$68.1K
ISRG icon
289
Intuitive Surgical
ISRG
$132B
$474K 0.01%
1,029
-16
-2% -$8.1K
VNQ icon
290
Vanguard Real Estate ETF
VNQ
$38.6B
$474K 0.01%
5,344
– –
IFF icon
291
International Flavors & Fragrances
IFF
$22.4B
$464K 0.01%
6,390
– –
SLB icon
292
SLB Ltd
SLB
$85.1B
$458K 0.01%
8,908
-2,650
-23% -$129K
STT icon
293
State Street
STT
$53.1B
$449K 0.01%
3,545
– –
IWP icon
294
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$448K 0.01%
3,499
– –
BBY icon
295
Best Buy
BBY
$17.4B
$448K 0.01%
6,974
+255
+4% +$16.7K
JEPI icon
296
JPMorgan Equity Premium Income ETF
JEPI
$46.2B
$444K 0.01%
7,834
-5,000
-39% -$291K
WTM icon
297
White Mountains Insurance
WTM
$5.1B
$439K 0.01%
200
– –
MKC icon
298
McCormick & Company Non-Voting
MKC
$14.9B
$439K 0.01%
8,702
– –
AN icon
299
AutoNation
AN
$6.62B
$434K 0.01%
2,225
– –
JCI icon
300
Johnson Controls International
JCI
$84.6B
$433K 0.01%
3,304
– –
10 11
12
13 14

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CIS
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AS
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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 Q1 2026 Portfolio in Review

As of Q1 2026, Evercore Wealth Management held 439 positions worth $6.36B, down 6.8% from $6.82B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q1 2026 filing shows 19 new, 53 increased, 190 reduced and 21 closed positions. Its largest new stake was Voyager Technologies: 63,494 shares worth $1.49M. The largest sale was CDW, an estimated $56.4M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q1 2026 buy was Voyager Technologies: 63,494 shares worth $1.49M.
  • Evercore Wealth Management added most to Spotify in Q1 2026, an estimated $75.7M increase.
  • Evercore Wealth Management's biggest Q1 2026 reduction was CDW, cutting an estimated $56.4M.
  • Evercore Wealth Management fully exited BorgWarner in Q1 2026, selling an estimated $1.63M.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $6.36B portfolio in Q1 2026.
  • Evercore Wealth Management opened 19 new positions and closed 21 in Q1 2026.
  • Evercore Wealth Management's portfolio value fell 6.8% quarter-over-quarter to $6.36B.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.