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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
+13.55%
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
$7.07B
AUM Growth
+$708M
Cap. Flow
+$4.94M
Cap. Flow %
0.07%
Top 10 Hldgs %
39.19%
Holding
453
New
35
Increased
81
Reduced
176
Closed
20

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$86M
2
APH icon
Amphenol
APH
+$72.2M
3
NOW icon
ServiceNow
NOW
+$57.8M
4
CASY icon
Casey's General Stores
CASY
+$30.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$13.8M

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$44.9M
2
MELI icon
Mercado Libre
MELI
+$39.9M
3
FIX icon
Comfort Systems
FIX
+$39.8M
4
AMT icon
American Tower
AMT
+$28.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$25.8M

Sector Composition

Rank Sector Weight
1 Technology 23.48%
2 Financials 18.61%
3 Consumer Discretionary 14.63%
4 Miscellaneous 13.26%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VXF icon
301
Vanguard Extended Market ETF
VXF
$31.6B
$432K 0.01%
1,755
– –
APD icon
302
Air Products & Chemicals
APD
$67.1B
$431K 0.01%
1,470
-12
-0.8% -$3.49K
EXPE icon
303
Expedia Group
EXPE
$35.8B
$423K 0.01%
1,655
– –
PWR icon
304
Quanta Services
PWR
$93.9B
$423K 0.01%
587
– –
KNCT icon
305
Invesco Next Gen Connectivity ETF
KNCT
$163M
$422K 0.01%
2,000
– –
WBS
306
DELISTED
Webster Financial
WBS
$417K 0.01%
5,462
-760
-12% -$55.3K
AN icon
307
AutoNation
AN
$7.02B
$413K 0.01%
2,225
– –
IWP icon
308
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$408K 0.01%
2,784
-715
-20% -$98.6K
AEE icon
309
Ameren
AEE
$29.5B
$407K 0.01%
3,600
-70
-2% -$7.74K
NOC icon
310
Northrop Grumman
NOC
$73.2B
$407K 0.01%
799
-3
-0.4% -$1.73K
VRSK icon
311
Verisk Analytics
VRSK
$24.2B
$406K 0.01%
2,260
– –
MKL icon
312
Markel Group
MKL
$22.6B
$396K 0.01%
203
– –
GDX icon
313
VanEck Gold Miners ETF
GDX
$30.2B
$395K 0.01%
5,232
– –
RSG icon
314
Republic Services
RSG
$68.2B
$391K 0.01%
1,836
– –
SLB icon
315
SLB Ltd
SLB
$85.3B
$390K 0.01%
8,398
-510
-6% -$27.3K
ISRG icon
316
Intuitive Surgical
ISRG
$130B
$387K 0.01%
972
-57
-6% -$24.9K
FRMI
317
Fermi Inc
FRMI
$3.28B
$385K 0.01%
42,000
+2,000
+5% +$12.6K
SXT icon
318
Sensient Technologies
SXT
$5.74B
$382K 0.01%
3,100
-900
-23% -$100K
IWO icon
319
iShares Russell 2000 Growth ETF
IWO
$14.7B
$375K 0.01%
951
– –
SPCX
320
SpaceX
SPCX
$1.95T
$374K 0.01%
+2,191
New +$372K
PSA icon
321
Public Storage
PSA
$55.6B
$374K 0.01%
1,174
– –
CRWV
322
CoreWeave
CRWV
$49.3B
$358K 0.01%
3,600
– –
RJF icon
323
Raymond James Financial
RJF
$34.3B
$354K 0.01%
2,328
-100
-4% -$15.2K
APO icon
324
Apollo Global Management
APO
$78.9B
$353K 0.01%
2,980
-1
-0% -$126
DPZ icon
325
Domino's
DPZ
$11.3B
$346K ﹤0.01%
1,170
-355
-23% -$117K
11 12
13
14 15

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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 Q2 2026 Portfolio in Review

As of Q2 2026, Evercore Wealth Management held 453 positions worth $7.07B, up 11% from $6.36B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q2 2026 filing shows 35 new, 81 increased, 176 reduced and 20 closed positions. Its largest new stake was Casey's General Stores: 37,619 shares worth $29.9M. The largest sale was Adobe, an estimated $44.9M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q2 2026 buy was Casey's General Stores: 37,619 shares worth $29.9M.
  • Evercore Wealth Management added most to Broadcom in Q2 2026, an estimated $86M increase.
  • Evercore Wealth Management's biggest Q2 2026 reduction was Adobe, cutting an estimated $44.9M.
  • Evercore Wealth Management fully exited White Mountains Insurance in Q2 2026, selling an estimated $439K.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $7.07B portfolio in Q2 2026.
  • Evercore Wealth Management opened 35 new positions and closed 20 in Q2 2026.
  • Evercore Wealth Management's portfolio value rose 11% quarter-over-quarter to $7.07B.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.