We are live on ! Find out more
EWM

Evercore Wealth Management Portfolio holdings

AUM $7.07B
1-Year Est. Return 24.72%
This Fund
S&P 500
This Quarter Est. Return
+1.97%
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
$6.68B
AUM Growth
+$9.06M
Cap. Flow
+$13M
Cap. Flow %
0.2%
Top 10 Hldgs %
38.9%
Holding
441
New
24
Increased
81
Reduced
150
Closed
24

Top Buys

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$54.6M
2
VIK icon
Viking Holdings
VIK
+$51.8M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$12.2M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$8.8M
5
CROX icon
Crocs
CROX
+$7.07M

Top Sells

Rank Stock Value
1
CVX icon
Chevron
CVX
+$22.3M
2
CE icon
Celanese
CE
+$21.2M
3
MCD icon
McDonald's
MCD
+$13.4M
4
BX icon
Blackstone
BX
+$12.6M
5
CBRE icon
CBRE Group
CBRE
+$9.91M

Sector Composition

Rank Sector Weight
1 Technology 26.18%
2 Financials 18.95%
3 Consumer Discretionary 15.48%
4 Healthcare 8.41%
5 Miscellaneous 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RJF icon
301
Raymond James Financial
RJF
$32.5B
$408K 0.01%
2,628
-100
-4% -$15.1K
MPC icon
302
Marathon Petroleum
MPC
$115B
$400K 0.01%
2,865
– –
TEL icon
303
TE Connectivity
TEL
$58.3B
$397K 0.01%
2,776
+1
+0% +$149
ROK icon
304
Rockwell Automation
ROK
$46.3B
$394K 0.01%
1,377
– –
WWD icon
305
Woodward
WWD
$18.9B
$393K 0.01%
2,359
– –
WTM icon
306
White Mountains Insurance
WTM
$4.88B
$389K 0.01%
200
– –
SMH icon
307
VanEck Semiconductor ETF
SMH
$67.1B
$387K 0.01%
1,600
– –
KKR icon
308
KKR & Co
KKR
$89.8B
$387K 0.01%
2,617
+2
+0.1% +$293
SOFI icon
309
SoFi Technologies
SOFI
$22B
$385K 0.01%
25,000
– –
GDXJ icon
310
VanEck Junior Gold Miners ETF
GDXJ
$8.92B
$384K 0.01%
8,975
– –
FDX icon
311
FedEx
FDX
$73B
$383K 0.01%
1,362
-14
-1% -$3.91K
URI icon
312
United Rentals
URI
$61.6B
$380K 0.01%
540
– –
LRCX icon
313
Lam Research
LRCX
$339B
$380K 0.01%
+5,264
New +$399K
RSG icon
314
Republic Services
RSG
$68.3B
$376K 0.01%
1,871
-12
-0.6% -$2.48K
GDX icon
315
VanEck Gold Miners ETF
GDX
$28.3B
$373K 0.01%
10,988
– –
VXF icon
316
Vanguard Extended Market ETF
VXF
$30.6B
$372K 0.01%
1,956
– –
ALL icon
317
Allstate
ALL
$65B
$369K 0.01%
1,915
– –
SPOT icon
318
Spotify
SPOT
$115B
$369K 0.01%
825
– –
ACHR icon
319
Archer Aviation
ACHR
$4.21B
$363K 0.01%
37,250
– –
AEP icon
320
American Electric Power
AEP
$65.7B
$361K 0.01%
3,918
+46
+1% +$4.45K
ZBH icon
321
Zimmer Biomet
ZBH
$18.8B
$353K 0.01%
3,342
– –
DFAC icon
322
Dimensional US Core Equity 2 ETF
DFAC
$48.5B
$352K 0.01%
10,182
– –
MKL icon
323
Markel Group
MKL
$22.2B
$350K 0.01%
203
– –
CRWD icon
324
CrowdStrike
CRWD
$248B
$347K 0.01%
4,060
– –
VBR icon
325
Vanguard Morningstar Small-Cap Value ETF
VBR
$36.6B
$339K 0.01%
1,712
-173
-9% -$35.5K
11 12
13
14 15

Similar funds

BFS
Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return
CIS
Capital International Sarl Los Angeles, California $7.06B AUM 36.47% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HPG
Harvest Portfolios Group Oakville, Ontario, Canada $7.09B AUM 20.73% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
TCM
Tenor Capital Management New York $7.09B AUM 3.55% 1-Year Est. Return

Evercore Wealth Management's Q4 2024 Portfolio in Review

As of Q4 2024, Evercore Wealth Management held 441 positions worth $6.68B, up 0.14% from $6.67B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q4 2024 filing shows 24 new, 81 increased, 150 reduced and 24 closed positions. Its largest new stake was Fiserv Inc: 267,653 shares worth $55M. The largest sale was Chevron, an estimated $22.3M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q4 2024 buy was Fiserv Inc: 267,653 shares worth $55M.
  • Evercore Wealth Management added most to State Street Health Care Select Sector SPDR ETF in Q4 2024, an estimated $12.2M increase.
  • Evercore Wealth Management's biggest Q4 2024 reduction was Chevron, cutting an estimated $22.3M.
  • Evercore Wealth Management fully exited CVS Health in Q4 2024, selling an estimated $1.9M.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $6.68B portfolio in Q4 2024.
  • Evercore Wealth Management opened 24 new positions and closed 24 in Q4 2024.
  • Evercore Wealth Management's portfolio value rose 0.14% quarter-over-quarter to $6.68B.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.