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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
-2.57%
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
$6.22B
AUM Growth
-$451M
Cap. Flow
-$199M
Cap. Flow %
-3.19%
Top 10 Hldgs %
37.4%
Holding
438
New
21
Increased
38
Reduced
231
Closed
22

Top Buys

Rank Stock Value
1
UBER icon
Uber
UBER
+$71.2M
2
PGR icon
Progressive
PGR
+$56.7M
3
FIX icon
Comfort Systems
FIX
+$51M
4
VIK icon
Viking Holdings
VIK
+$16.7M
5
NVDA icon
NVIDIA
NVDA
+$13.5M

Top Sells

Rank Stock Value
1
ABT icon
Abbott
ABT
+$80.2M
2
MCD icon
McDonald's
MCD
+$67M
3
BWA icon
BorgWarner
BWA
+$33.7M
4
CE icon
Celanese
CE
+$25.7M
5
STZ icon
Constellation Brands
STZ
+$20.6M

Sector Composition

Rank Sector Weight
1 Technology 25.89%
2 Financials 20.36%
3 Consumer Discretionary 14.59%
4 Miscellaneous 8.84%
5 Healthcare 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GBTC icon
301
Grayscale Bitcoin Trust
GBTC
$11.4B
$407K 0.01%
6,250
– –
STT icon
302
State Street
STT
$50.9B
$405K 0.01%
4,520
-250
-5% -$23.9K
IWO icon
303
iShares Russell 2000 Growth ETF
IWO
$14.1B
$399K 0.01%
1,560
-372
-19% -$105K
ALL icon
304
Allstate
ALL
$65B
$397K 0.01%
1,915
– –
SHOP icon
305
Shopify
SHOP
$167B
$395K 0.01%
4,140
-5
-0.1% -$545
TEL icon
306
TE Connectivity
TEL
$58.3B
$392K 0.01%
2,775
-1
-0% -$148
BBY icon
307
Best Buy
BBY
$19.6B
$392K 0.01%
5,325
+25
+0.5% +$2.06K
CMI icon
308
Cummins
CMI
$74.1B
$387K 0.01%
1,234
– –
WTM icon
309
White Mountains Insurance
WTM
$4.88B
$385K 0.01%
200
– –
AN icon
310
AutoNation
AN
$6.73B
$383K 0.01%
2,368
-250
-10% -$44.6K
GLNG icon
311
Golar LNG
GLNG
$5.14B
$380K 0.01%
+10,000
New +$392K
MKL icon
312
Markel Group
MKL
$22.2B
$380K 0.01%
203
– –
ZBH icon
313
Zimmer Biomet
ZBH
$18.8B
$378K 0.01%
3,342
– –
LRCX icon
314
Lam Research
LRCX
$339B
$375K 0.01%
5,154
-110
-2% -$8.66K
BALL icon
315
Ball Corp
BALL
$16.1B
$374K 0.01%
7,183
-1,000
-12% -$52.5K
SSNC icon
316
SS&C Technologies
SSNC
$19.1B
$373K 0.01%
4,460
– –
EXPE icon
317
Expedia Group
EXPE
$35.2B
$371K 0.01%
2,207
– –
AEE icon
318
Ameren
AEE
$28.5B
$361K 0.01%
3,600
-53
-1% -$5.1K
PRM icon
319
Perimeter Solutions
PRM
$5.17B
$352K 0.01%
35,000
– –
ROK icon
320
Rockwell Automation
ROK
$46.3B
$352K 0.01%
1,363
-14
-1% -$3.9K
EVR icon
321
Evercore
EVR
$10.4B
$344K 0.01%
1,720
– –
KDK
322
Kodiak AI
KDK
$764M
$341K 0.01%
+30,543
New +$338K
RJF icon
323
Raymond James Financial
RJF
$32.5B
$337K 0.01%
2,428
-200
-8% -$31K
URI icon
324
United Rentals
URI
$61.6B
$337K 0.01%
538
-2
-0.4% -$1.38K
DFAC icon
325
Dimensional US Core Equity 2 ETF
DFAC
$48.5B
$336K 0.01%
10,182
– –
11 12
13
14 15

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BFS
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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 Q1 2025 Portfolio in Review

As of Q1 2025, Evercore Wealth Management held 438 positions worth $6.22B, down 6.8% from $6.68B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Evercore Wealth Management withdrew a net $199M in Q1 2025, closing 22 positions and reducing 231 holdings. Its most notable exit was WisdomTree US Total Dividend Fund, an estimated $1.2M position sold in full.

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

Against the trend, Evercore Wealth Management opened a new position in Comfort Systems worth $40.8M.

  • Evercore Wealth Management's largest Q1 2025 buy was Comfort Systems: 126,533 shares worth $40.8M.
  • Evercore Wealth Management added most to Uber in Q1 2025, an estimated $71.2M increase.
  • Evercore Wealth Management's biggest Q1 2025 reduction was Abbott, cutting an estimated $80.2M.
  • Evercore Wealth Management fully exited WisdomTree US Total Dividend Fund in Q1 2025, selling an estimated $1.2M.
  • Evercore Wealth Management's ten largest holdings make up 37% of its $6.22B portfolio in Q1 2025.
  • Evercore Wealth Management opened 21 new positions and closed 22 in Q1 2025.
  • Evercore Wealth Management's portfolio value fell 6.8% quarter-over-quarter to $6.22B.

Based on Evercore Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.