We are live on ! Find out more
EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
+2.64%
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
$6.82B
AUM Growth
+$9.37M
Cap. Flow
-$75.6M
Cap. Flow %
-1.11%
Top 10 Hldgs %
42.17%
Holding
439
New
26
Increased
54
Reduced
199
Closed
19

Top Buys

Rank Stock Value
1
SN icon
SharkNinja
SN
+$53M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.1M
3
ARCC icon
Ares Capital
ARCC
+$11M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$8.39M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.16M

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$30.7M
2
NVDA icon
NVIDIA
NVDA
+$13.7M
3
UNH icon
UnitedHealth
UNH
+$12.7M
4
AAPL icon
Apple
AAPL
+$11.5M
5
EOG icon
EOG Resources
EOG
+$8.28M

Sector Composition

Rank Sector Weight
1 Technology 24.44%
2 Financials 20.94%
3 Consumer Discretionary 14.29%
4 Communication Services 8.05%
5 Healthcare 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BBY icon
301
Best Buy
BBY
$18B
$450K 0.01%
6,719
-75
-1% -$5.72K
GDX icon
302
VanEck Gold Miners ETF
GDX
$23B
$449K 0.01%
5,232
+223
+4% +$17.6K
SLB icon
303
SLB Ltd
SLB
$77.8B
$444K 0.01%
11,558
– –
MKL icon
304
Markel Group
MKL
$25B
$436K 0.01%
203
– –
APO icon
305
Apollo Global Management
APO
$70.7B
$432K 0.01%
2,981
– –
IFF icon
306
International Flavors & Fragrances
IFF
$19.4B
$431K 0.01%
6,390
– –
GBTC icon
307
Grayscale Bitcoin Trust
GBTC
$9.64B
$427K 0.01%
6,250
– –
WTM icon
308
White Mountains Insurance
WTM
$5.47B
$416K 0.01%
200
– –
AMP icon
309
Ameriprise Financial
AMP
$46.8B
$410K 0.01%
837
-158
-16% -$75K
TECH icon
310
Bio-Techne
TECH
$11.2B
$408K 0.01%
6,935
– –
IMXI icon
311
International Money Express
IMXI
$392M
$407K 0.01%
26,508
-6,650
-20% -$99.9K
DFAC icon
312
Dimensional US Core Equity 2 ETF
DFAC
$47.5B
$403K 0.01%
10,182
– –
ALL icon
313
Allstate
ALL
$66.9B
$399K 0.01%
1,915
-3,275
-63% -$670K
JCI icon
314
Johnson Controls International
JCI
$87.5B
$396K 0.01%
3,304
-9,973
-75% -$1.14M
WBS icon
315
Webster Financial
WBS
$12.3B
$392K 0.01%
6,224
+680
+12% +$40.4K
RSG icon
316
Republic Services
RSG
$66.7B
$391K 0.01%
1,846
– –
RJF icon
317
Raymond James Financial
RJF
$32.5B
$390K 0.01%
2,428
– –
VBR icon
318
Vanguard Small-Cap Value ETF
VBR
$37.1B
$387K 0.01%
1,827
+115
+7% +$24.1K
SSNC icon
319
SS&C Technologies
SSNC
$17.8B
$386K 0.01%
4,410
– –
BIIB icon
320
Biogen
BIIB
$29.9B
$377K 0.01%
2,142
– –
SXT icon
321
Sensient Technologies
SXT
$5.4B
$376K 0.01%
4,000
– –
CEG icon
322
Constellation Energy
CEG
$98B
$375K 0.01%
1,061
– –
VXF icon
323
Vanguard Extended Market ETF
VXF
$30.3B
$367K 0.01%
1,755
– –
AEE icon
324
Ameren
AEE
$31.5B
$366K 0.01%
3,670
– –
APD icon
325
Air Products & Chemicals
APD
$66.3B
$366K 0.01%
1,482
-30
-2% -$7.61K
11 12
13
14 15

Similar funds

GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Evercore Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Evercore Wealth Management held 439 positions worth $6.82B, up 0.14% from $6.81B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Evercore Wealth Management's Q4 2025 filing shows 26 new, 54 increased, 199 reduced and 19 closed positions. Its largest new stake was SharkNinja: 537,662 shares worth $60.2M. The largest sale was Fiserv Inc, an estimated $30.7M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q4 2025 buy was SharkNinja: 537,662 shares worth $60.2M.
  • Evercore Wealth Management added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $15.1M increase.
  • Evercore Wealth Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $13.7M.
  • Evercore Wealth Management fully exited Fiserv Inc in Q4 2025, selling an estimated $30.7M.
  • Evercore Wealth Management's ten largest holdings make up 42% of its $6.82B portfolio in Q4 2025.
  • Evercore Wealth Management opened 26 new positions and closed 19 in Q4 2025.
  • Evercore Wealth Management's portfolio value rose 0.14% quarter-over-quarter to $6.82B.

Based on Evercore Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.