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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
+13.55%
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
$7.07B
AUM Growth
+$708M
Cap. Flow
+$4.94M
Cap. Flow %
0.07%
Top 10 Hldgs %
39.19%
Holding
453
New
35
Increased
81
Reduced
176
Closed
20

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$86M
2
APH icon
Amphenol
APH
+$72.2M
3
NOW icon
ServiceNow
NOW
+$57.8M
4
CASY icon
Casey's General Stores
CASY
+$30.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$13.8M

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$44.9M
2
MELI icon
Mercado Libre
MELI
+$39.9M
3
FIX icon
Comfort Systems
FIX
+$39.8M
4
AMT icon
American Tower
AMT
+$28.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$25.8M

Sector Composition

Rank Sector Weight
1 Technology 23.48%
2 Financials 18.61%
3 Consumer Discretionary 14.63%
4 Miscellaneous 13.26%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JMUB icon
326
JPMorgan Municipal ETF
JMUB
$8.66B
$344K ﹤0.01%
6,785
– –
CI icon
327
Cigna
CI
$74.7B
$339K ﹤0.01%
1,229
-72
-6% -$20.3K
ETR icon
328
Entergy
ETR
$51.3B
$336K ﹤0.01%
2,924
– –
VYM icon
329
Vanguard High Dividend Yield ETF
VYM
$83.3B
$335K ﹤0.01%
2,123
-100
-4% -$15.6K
FNDF icon
330
Schwab Fundamental International Large Company Index ETF
FNDF
$26.5B
$326K ﹤0.01%
6,186
– –
MUB icon
331
iShares National Muni Bond ETF
MUB
$45.2B
$317K ﹤0.01%
2,941
+111
+4% +$11.9K
CTSH icon
332
Cognizant
CTSH
$28.1B
$315K ﹤0.01%
8,128
-50
-0.6% -$2.63K
HALO icon
333
Halozyme
HALO
$12.5B
$313K ﹤0.01%
4,000
– –
IDEV icon
334
iShares Core MSCI International Developed Markets ETF
IDEV
$33B
$311K ﹤0.01%
3,491
– –
NUE icon
335
Nucor
NUE
$59.2B
$304K ﹤0.01%
1,366
-20
-1% -$4.53K
AGZ icon
336
iShares Agency Bond ETF
AGZ
$632M
$302K ﹤0.01%
2,765
– –
VMC icon
337
Vulcan Materials
VMC
$34B
$295K ﹤0.01%
1,000
– –
VLO icon
338
Valero Energy
VLO
$107B
$293K ﹤0.01%
1,126
-10
-0.9% -$2.46K
LQD icon
339
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.3B
$293K ﹤0.01%
2,682
– –
SNPS icon
340
Synopsys
SNPS
$75.5B
$288K ﹤0.01%
646
– –
WSM icon
341
Williams-Sonoma
WSM
$26.8B
$287K ﹤0.01%
1,230
– –
FCX icon
342
Freeport-McMoran
FCX
$104B
$286K ﹤0.01%
4,542
-1
-0% -$64
SPYD icon
343
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.67B
$285K ﹤0.01%
5,969
– –
GBTC icon
344
Grayscale Bitcoin Trust
GBTC
$12B
$285K ﹤0.01%
6,250
– –
HSIC icon
345
Henry Schein
HSIC
$10B
$284K ﹤0.01%
3,399
– –
HIG icon
346
Hartford Financial Services
HIG
$37.5B
$279K ﹤0.01%
2,107
– –
CEG icon
347
Constellation Energy
CEG
$106B
$278K ﹤0.01%
1,118
– –
COLB icon
348
Columbia Banking Systems
COLB
$8.71B
$277K ﹤0.01%
8,647
– –
USMV icon
349
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
$276K ﹤0.01%
2,864
– –
CMS icon
350
CMS Energy
CMS
$21.5B
$275K ﹤0.01%
+3,600
New +$270K
12 13
14
15 16

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CIS
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HPG
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AACR
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CGPCS
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TCM
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Evercore Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Evercore Wealth Management held 453 positions worth $7.07B, up 11% from $6.36B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q2 2026 filing shows 35 new, 81 increased, 176 reduced and 20 closed positions. Its largest new stake was Casey's General Stores: 37,619 shares worth $29.9M. The largest sale was Adobe, an estimated $44.9M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q2 2026 buy was Casey's General Stores: 37,619 shares worth $29.9M.
  • Evercore Wealth Management added most to Broadcom in Q2 2026, an estimated $86M increase.
  • Evercore Wealth Management's biggest Q2 2026 reduction was Adobe, cutting an estimated $44.9M.
  • Evercore Wealth Management fully exited White Mountains Insurance in Q2 2026, selling an estimated $439K.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $7.07B portfolio in Q2 2026.
  • Evercore Wealth Management opened 35 new positions and closed 20 in Q2 2026.
  • Evercore Wealth Management's portfolio value rose 11% quarter-over-quarter to $7.07B.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.