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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
+1.97%
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
$6.68B
AUM Growth
+$9.06M
Cap. Flow
+$13M
Cap. Flow %
0.2%
Top 10 Hldgs %
38.9%
Holding
441
New
24
Increased
81
Reduced
150
Closed
24

Top Buys

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$54.6M
2
VIK icon
Viking Holdings
VIK
+$51.8M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$12.2M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$8.8M
5
CROX icon
Crocs
CROX
+$7.07M

Top Sells

Rank Stock Value
1
CVX icon
Chevron
CVX
+$22.3M
2
CE icon
Celanese
CE
+$21.2M
3
MCD icon
McDonald's
MCD
+$13.4M
4
BX icon
Blackstone
BX
+$12.6M
5
CBRE icon
CBRE Group
CBRE
+$9.91M

Sector Composition

Rank Sector Weight
1 Technology 26.18%
2 Financials 18.95%
3 Consumer Discretionary 15.48%
4 Healthcare 8.41%
5 Miscellaneous 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SSNC icon
326
SS&C Technologies
SSNC
$19.1B
$338K 0.01%
4,460
– –
BAM icon
327
Brookfield Asset Management
BAM
$73.2B
$336K 0.01%
6,196
-726
-10% -$39.2K
TECH icon
328
Bio-Techne
TECH
$11.3B
$329K ﹤0.01%
4,561
– –
C icon
329
Citigroup
C
$228B
$328K ﹤0.01%
4,663
– –
BIIB icon
330
Biogen
BIIB
$31.9B
$328K ﹤0.01%
2,142
– –
AEE icon
331
Ameren
AEE
$28.5B
$326K ﹤0.01%
3,653
– –
HACK icon
332
Amplify Cybersecurity ETF
HACK
$3.11B
$325K ﹤0.01%
4,360
– –
SNPS icon
333
Synopsys
SNPS
$70.5B
$320K ﹤0.01%
659
– –
ACGL icon
334
Arch Capital
ACGL
$33.1B
$319K ﹤0.01%
3,450
– –
SDY icon
335
State Street SPDR S&P Dividend ETF
SDY
$21.4B
$318K ﹤0.01%
2,407
– –
AES icon
336
AES
AES
$10.6B
$314K ﹤0.01%
24,394
+4,553
+23% +$68K
EMN icon
337
Eastman Chemical
EMN
$7.53B
$313K ﹤0.01%
3,429
– –
BAX icon
338
Baxter International
BAX
$12.3B
$312K ﹤0.01%
10,693
– –
AGZ icon
339
iShares Agency Bond ETF
AGZ
$633M
$311K ﹤0.01%
2,885
– –
MU icon
340
Micron Technology
MU
$1.05T
$307K ﹤0.01%
3,652
+1
+0% +$102
VGIT icon
341
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.2B
$301K ﹤0.01%
+5,197
New +$305K
BNY
342
Bank of New York Mellon
BNY
$105B
$301K ﹤0.01%
3,913
– –
GOVT icon
343
iShares US Treasury Bond ETF
GOVT
$41.3B
$299K ﹤0.01%
13,031
– –
DOW icon
344
Dow Inc
DOW
$21.6B
$291K ﹤0.01%
7,260
+13
+0.2% +$607
SXT icon
345
Sensient Technologies
SXT
$5.39B
$285K ﹤0.01%
4,000
– –
VTWO icon
346
Vanguard Russell 2000 ETF
VTWO
$16.8B
$279K ﹤0.01%
3,122
-103
-3% -$9.5K
ADSK icon
347
Autodesk
ADSK
$47.3B
$279K ﹤0.01%
943
– –
OKE icon
348
Oneok
OKE
$59.7B
$275K ﹤0.01%
2,739
+422
+18% +$43.2K
DGX icon
349
Quest Diagnostics
DGX
$27.3B
$272K ﹤0.01%
1,805
-75
-4% -$11.7K
CSL icon
350
Carlisle Companies
CSL
$12.9B
$271K ﹤0.01%
736
– –
12 13
14
15 16

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HPG
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CGPCS
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TCM
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Evercore Wealth Management's Q4 2024 Portfolio in Review

As of Q4 2024, Evercore Wealth Management held 441 positions worth $6.68B, up 0.14% from $6.67B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q4 2024 filing shows 24 new, 81 increased, 150 reduced and 24 closed positions. Its largest new stake was Fiserv Inc: 267,653 shares worth $55M. The largest sale was Chevron, an estimated $22.3M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q4 2024 buy was Fiserv Inc: 267,653 shares worth $55M.
  • Evercore Wealth Management added most to State Street Health Care Select Sector SPDR ETF in Q4 2024, an estimated $12.2M increase.
  • Evercore Wealth Management's biggest Q4 2024 reduction was Chevron, cutting an estimated $22.3M.
  • Evercore Wealth Management fully exited CVS Health in Q4 2024, selling an estimated $1.9M.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $6.68B portfolio in Q4 2024.
  • Evercore Wealth Management opened 24 new positions and closed 24 in Q4 2024.
  • Evercore Wealth Management's portfolio value rose 0.14% quarter-over-quarter to $6.68B.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.