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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
-2.93%
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
$6.36B
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 Communication Services 8.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WBS icon
301
Webster Financial
WBS
$12.4B
$432K 0.01%
6,222
-2
-0% -$137
COF icon
302
Capital One
COF
$124B
$431K 0.01%
2,362
-4
-0.2% -$837
APD icon
303
Air Products & Chemicals
APD
$66.1B
$431K 0.01%
1,482
– –
VRSK icon
304
Verisk Analytics
VRSK
$25.2B
$429K 0.01%
2,260
– –
IMXI icon
305
International Money Express
IMXI
$398M
$419K 0.01%
26,508
– –
AEE icon
306
Ameren
AEE
$31B
$403K 0.01%
3,670
– –
RSG icon
307
Republic Services
RSG
$66.6B
$402K 0.01%
1,836
-10
-0.5% -$2.19K
ALL icon
308
Allstate
ALL
$64.8B
$397K 0.01%
1,915
– –
VBR icon
309
Vanguard Small-Cap Value ETF
VBR
$37B
$397K 0.01%
1,827
– –
DFAC icon
310
Dimensional US Core Equity 2 ETF
DFAC
$47.7B
$396K 0.01%
10,182
– –
MKL icon
311
Markel Group
MKL
$24.3B
$389K 0.01%
203
– –
BIIB icon
312
Biogen
BIIB
$29.2B
$387K 0.01%
2,112
-30
-1% -$5.53K
EXPE icon
313
Expedia Group
EXPE
$31.3B
$382K 0.01%
1,655
– –
VXF icon
314
Vanguard Extended Market ETF
VXF
$30.5B
$361K 0.01%
1,755
– –
RJF icon
315
Raymond James Financial
RJF
$32.7B
$352K 0.01%
2,428
– –
DGX icon
316
Quest Diagnostics
DGX
$23.2B
$350K 0.01%
1,786
– –
CI icon
317
Cigna
CI
$75.4B
$347K 0.01%
1,301
+35
+3% +$9.68K
SXT icon
318
Sensient Technologies
SXT
$4.79B
$346K 0.01%
4,000
– –
SIVR icon
319
abrdn Physical Silver Shares ETF
SIVR
$4.14B
$344K 0.01%
4,800
-2,200
-31% -$176K
SOC icon
320
Sable Offshore Corp
SOC
$840M
$343K 0.01%
20,750
+5,000
+32% +$58.4K
JMUB icon
321
JPMorgan Municipal ETF
JMUB
$8.23B
$339K 0.01%
6,785
– –
APO icon
322
Apollo Global Management
APO
$68.6B
$332K 0.01%
2,981
– –
GBTC icon
323
Grayscale Bitcoin Trust
GBTC
$9.91B
$330K 0.01%
6,250
– –
VYM icon
324
Vanguard High Dividend Yield ETF
VYM
$80.8B
$329K 0.01%
2,223
– –
ETR icon
325
Entergy
ETR
$53.6B
$329K 0.01%
2,924
– –
11 12
13
14 15

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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
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BFS
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CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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.