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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
HACK icon
326
Amplify Cybersecurity ETF
HACK
$2.66B
$327K 0.01%
4,360
– –
PWR icon
327
Quanta Services
PWR
$96.5B
$322K 0.01%
587
-100
-15% -$51.5K
PSA icon
328
Public Storage
PSA
$54.7B
$318K 0.01%
1,174
-972
-45% -$279K
CEG icon
329
Constellation Energy
CEG
$98.1B
$312K ﹤0.01%
1,118
+57
+5% +$17.3K
AGZ icon
330
iShares Agency Bond ETF
AGZ
$553M
$303K ﹤0.01%
2,765
– –
FNDF icon
331
Schwab Fundamental International Large Company Index ETF
FNDF
$24.5B
$303K ﹤0.01%
6,186
– –
MUB icon
332
iShares National Muni Bond ETF
MUB
$45.2B
$300K ﹤0.01%
2,830
– –
IWO icon
333
iShares Russell 2000 Growth ETF
IWO
$14.7B
$298K ﹤0.01%
951
– –
SSNC icon
334
SS&C Technologies
SSNC
$16.1B
$298K ﹤0.01%
4,410
– –
LQD icon
335
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.8B
$292K ﹤0.01%
2,682
– –
IDEV icon
336
iShares Core MSCI International Developed Markets ETF
IDEV
$31.3B
$292K ﹤0.01%
3,491
– –
XOP icon
337
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.47B
$288K ﹤0.01%
1,586
-200
-11% -$30.1K
ZBH icon
338
Zimmer Biomet
ZBH
$17.2B
$287K ﹤0.01%
3,174
– –
HIG icon
339
Hartford Financial Services
HIG
$38.6B
$285K ﹤0.01%
2,107
– –
VLO icon
340
Valero Energy
VLO
$92.1B
$281K ﹤0.01%
+1,136
New +$234K
CRWV
341
CoreWeave
CRWV
$45.2B
$279K ﹤0.01%
3,600
– –
KNCT icon
342
Invesco Next Gen Connectivity ETF
KNCT
$159M
$277K ﹤0.01%
2,000
– –
VMC icon
343
Vulcan Materials
VMC
$36B
$272K ﹤0.01%
1,000
– –
TECH icon
344
Bio-Techne
TECH
$11.2B
$272K ﹤0.01%
5,207
-1,728
-25% -$104K
SPYD icon
345
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.63B
$272K ﹤0.01%
5,969
– –
FXF icon
346
Invesco CurrencyShares Swiss Franc Trust
FXF
$411M
$271K ﹤0.01%
2,450
– –
FCX icon
347
Freeport-McMoran
FCX
$92.9B
$267K ﹤0.01%
+4,543
New +$274K
PLD icon
348
Prologis
PLD
$135B
$266K ﹤0.01%
+2,014
New +$269K
USMV icon
349
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$266K ﹤0.01%
2,864
– –
HOLX
350
DELISTED
Hologic
HOLX
$262K ﹤0.01%
3,465
– –
12 13
14
15 16

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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
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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.