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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
+10.24%
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
$6.81B
AUM Growth
+$383M
Cap. Flow
-$153M
Cap. Flow %
-2.24%
Top 10 Hldgs %
41.5%
Holding
427
New
21
Increased
73
Reduced
186
Closed
14

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$55.5M
2
ARCC icon
Ares Capital
ARCC
+$16.1M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$13.5M
5
PGR icon
Progressive
PGR
+$10.5M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$75.6M
2
ACN icon
Accenture
ACN
+$55.6M
3
UNH icon
UnitedHealth
UNH
+$49.7M
4
FISV
Fiserv Inc
FISV
+$13.1M
5
NVDA icon
NVIDIA
NVDA
+$13M

Sector Composition

Rank Sector Weight
1 Technology 26.05%
2 Financials 21.13%
3 Consumer Discretionary 14.37%
4 Miscellaneous 10.31%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BXSL icon
301
Blackstone Secured Lending
BXSL
$5.78B
$473K 0.01%
18,150
– –
SIVR icon
302
abrdn Physical Silver Shares ETF
SIVR
$4.3B
$467K 0.01%
10,500
– –
WAB icon
303
Wabtec
WAB
$47B
$465K 0.01%
2,321
– –
IMXI icon
304
International Money Express
IMXI
$417M
$463K 0.01%
33,158
– –
RKLB icon
305
Rocket Lab Corp
RKLB
$40.6B
$455K 0.01%
9,495
– –
TPR icon
306
Tapestry
TPR
$23.4B
$453K 0.01%
4,002
– –
XOP icon
307
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$4.19B
$450K 0.01%
3,401
-9,567
-74% -$1.24M
C icon
308
Citigroup
C
$228B
$449K 0.01%
4,426
+48
+1% +$4.55K
COIN icon
309
Coinbase
COIN
$45.4B
$439K 0.01%
1,302
-1,358
-51% -$460K
RSG icon
310
Republic Services
RSG
$68.3B
$424K 0.01%
1,846
– –
RJF icon
311
Raymond James Financial
RJF
$32.5B
$419K 0.01%
2,428
– –
APD icon
312
Air Products & Chemicals
APD
$64.7B
$412K 0.01%
1,512
-27
-2% -$7.82K
STT icon
313
State Street
STT
$50.9B
$411K 0.01%
3,545
– –
APO icon
314
Apollo Global Management
APO
$75B
$397K 0.01%
2,981
– –
SLB icon
315
SLB Ltd
SLB
$80.4B
$397K 0.01%
11,558
-245
-2% -$8.53K
CI icon
316
Cigna
CI
$76.3B
$394K 0.01%
1,367
-981
-42% -$290K
IFF icon
317
International Flavors & Fragrances
IFF
$21.5B
$393K 0.01%
6,390
– –
DFAC icon
318
Dimensional US Core Equity 2 ETF
DFAC
$48.5B
$393K 0.01%
10,182
– –
SSNC icon
319
SS&C Technologies
SSNC
$19.1B
$391K 0.01%
4,410
– –
MKL icon
320
Markel Group
MKL
$22.2B
$388K 0.01%
203
– –
TECH icon
321
Bio-Techne
TECH
$11.3B
$386K 0.01%
6,935
+1,353
+24% +$72.5K
AEE icon
322
Ameren
AEE
$28.5B
$383K 0.01%
3,670
– –
GDX icon
323
VanEck Gold Miners ETF
GDX
$28.3B
$383K 0.01%
5,009
+446
+10% +$26.9K
RIOT icon
324
Riot Platforms
RIOT
$7.39B
$381K 0.01%
20,000
– –
HACK icon
325
Amplify Cybersecurity ETF
HACK
$3.11B
$378K 0.01%
4,360
– –
11 12
13
14 15

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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
Tenor Capital Management New York $7.09B AUM 3.55% 1-Year Est. Return

Evercore Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Evercore Wealth Management held 427 positions worth $6.81B, up 6% from $6.43B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Evercore Wealth Management's Q3 2025 filing shows 21 new, 73 increased, 186 reduced and 14 closed positions. Its largest new stake was Mercado Libre: 23,137 shares worth $54.1M. The largest sale was Ansys, an estimated $75.6M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q3 2025 buy was Mercado Libre: 23,137 shares worth $54.1M.
  • Evercore Wealth Management added most to Ares Capital in Q3 2025, an estimated $16.1M increase.
  • Evercore Wealth Management's biggest Q3 2025 reduction was Accenture, cutting an estimated $55.6M.
  • Evercore Wealth Management fully exited Ansys in Q3 2025, selling an estimated $75.6M.
  • Evercore Wealth Management's ten largest holdings make up 41% of its $6.81B portfolio in Q3 2025.
  • Evercore Wealth Management opened 21 new positions and closed 14 in Q3 2025.
  • Evercore Wealth Management's portfolio value rose 6% quarter-over-quarter to $6.81B.

Based on Evercore Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.