Evercore Wealth Management Portfolio holdings
Evercore Wealth Management is the wealth management business of Evercore, an investment banking advisory firm that holds a majority stake in it. Founded in September 2008, it serves multi-generational families, executives, business owners, foundations and endowments, and its affiliate Evercore Trust Company offers trust and custody services. Client portfolios are invested mainly in stocks and bonds the firm manages itself, along with its own mutual funds and outside managers. It also advises a mutual fund, the Evercore Equity Fund, and a private equity fund.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$86M |
| 2 |
Amphenol
APH
|
+$72.2M |
| 3 |
ServiceNow
NOW
|
+$57.8M |
| 4 |
Casey's General Stores
CASY
|
+$30.3M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$13.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Adobe
ADBE
|
+$44.9M |
| 2 |
Mercado Libre
MELI
|
+$39.9M |
| 3 |
Comfort Systems
FIX
|
+$39.8M |
| 4 |
American Tower
AMT
|
+$28.9M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
326
JPMorgan Municipal ETF
JMUB
$8.89B
| $344K | ﹤0.01% |
6,785
| – | – |
2025 Q4
2 quarters
|
|
327
Cigna
CI
$78.8B
| $339K | ﹤0.01% |
1,229
-72
| -6% | -$20.3K |
2018 Q2
32 quarters
|
|
328
Entergy
ETR
$52.6B
| $336K | ﹤0.01% |
2,924
| – | – |
2024 Q4
6 quarters
|
|
329
Vanguard High Dividend Yield ETF
VYM
$83.3B
| $335K | ﹤0.01% |
2,123
-100
| -4% | -$15.6K |
2021 Q3
19 quarters
|
|
330
Schwab Fundamental International Large Company Index ETF
FNDF
$25.8B
| $326K | ﹤0.01% |
6,186
| – | – |
2024 Q4
6 quarters
|
|
331
iShares National Muni Bond ETF
MUB
$53.5B
| $317K | ﹤0.01% |
2,941
+111
| +4% | +$11.9K |
2023 Q4
10 quarters
|
|
332
Cognizant
CTSH
$29.1B
| $315K | ﹤0.01% |
8,128
-50
| -0.6% | -$2.63K |
2018 Q2
32 quarters
|
|
333
Halozyme
HALO
$14.9B
| $313K | ﹤0.01% |
4,000
| – | – |
2025 Q1
5 quarters
|
|
334
iShares Core MSCI International Developed Markets ETF
IDEV
$33.7B
| $311K | ﹤0.01% |
3,491
| – | – |
2024 Q4
6 quarters
|
|
335
Nucor
NUE
$62.1B
| $304K | ﹤0.01% |
1,366
-20
| -1% | -$4.53K |
2025 Q3
3 quarters
|
|
336
iShares Agency Bond ETF
AGZ
$651M
| $302K | ﹤0.01% |
2,765
| – | – |
2013 Q2
52 quarters
|
|
337
Vulcan Materials
VMC
$36.1B
| $295K | ﹤0.01% |
1,000
| – | – |
2023 Q2
12 quarters
|
|
338
Valero Energy
VLO
$111B
| $293K | ﹤0.01% |
1,126
-10
| -0.9% | -$2.46K |
2026 Q1
1 quarter
|
|
339
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.7B
| $293K | ﹤0.01% |
2,682
| – | – |
2015 Q1
45 quarters
|
|
340
Synopsys
SNPS
$89.6B
| $288K | ﹤0.01% |
646
| – | – |
2024 Q1
9 quarters
|
|
341
Williams-Sonoma
WSM
$29.8B
| $287K | ﹤0.01% |
1,230
| – | – |
2025 Q2
4 quarters
|
|
342
Freeport-McMoran
FCX
$89.7B
| $286K | ﹤0.01% |
4,542
-1
| -0% | -$64 |
2026 Q1
1 quarter
|
|
343
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.62B
| $285K | ﹤0.01% |
5,969
| – | – |
2020 Q4
22 quarters
|
|
344
Grayscale Bitcoin Trust
GBTC
$11.5B
| $284K | ﹤0.01% |
6,250
| – | – |
2024 Q1
9 quarters
|
|
345
Henry Schein
HSIC
$9.46B
| $284K | ﹤0.01% |
3,399
| – | – |
2020 Q2
24 quarters
|
|
346
Hartford Financial Services
HIG
$35.5B
| $279K | ﹤0.01% |
2,107
| – | – |
2024 Q1
9 quarters
|
|
347
Constellation Energy
CEG
$93B
| $278K | ﹤0.01% |
1,118
| – | – |
2024 Q3
7 quarters
|
|
348
Columbia Banking Systems
COLB
$8.69B
| $277K | ﹤0.01% |
8,647
| – | – |
2024 Q3
7 quarters
|
|
349
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
| $276K | ﹤0.01% |
2,864
| – | – |
2024 Q3
7 quarters
|
|
350
CMS Energy
CMS
$22B
| $275K | ﹤0.01% |
+3,600
| New | +$270K |
2026 Q2
0 quarters
|
|
Similar funds
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.