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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
-2.57%
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
$6.22B
AUM Growth
-$451M
Cap. Flow
-$199M
Cap. Flow %
-3.19%
Top 10 Hldgs %
37.4%
Holding
438
New
21
Increased
38
Reduced
231
Closed
22

Top Buys

Rank Stock Value
1
UBER icon
Uber
UBER
+$71.2M
2
PGR icon
Progressive
PGR
+$56.7M
3
FIX icon
Comfort Systems
FIX
+$51M
4
VIK icon
Viking Holdings
VIK
+$16.7M
5
NVDA icon
NVIDIA
NVDA
+$13.5M

Top Sells

Rank Stock Value
1
ABT icon
Abbott
ABT
+$80.2M
2
MCD icon
McDonald's
MCD
+$67M
3
BWA icon
BorgWarner
BWA
+$33.7M
4
CE icon
Celanese
CE
+$25.7M
5
STZ icon
Constellation Brands
STZ
+$20.6M

Sector Composition

Rank Sector Weight
1 Technology 25.89%
2 Financials 20.36%
3 Consumer Discretionary 14.59%
4 Miscellaneous 8.84%
5 Healthcare 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACGL icon
326
Arch Capital
ACGL
$33.1B
$332K 0.01%
3,450
– –
BNY
327
Bank of New York Mellon
BNY
$105B
$328K 0.01%
3,913
– –
MU icon
328
Micron Technology
MU
$1.05T
$326K 0.01%
3,751
+99
+3% +$9.51K
VBR icon
329
Vanguard Morningstar Small-Cap Value ETF
VBR
$36.6B
$319K 0.01%
1,712
– –
AGZ icon
330
iShares Agency Bond ETF
AGZ
$633M
$316K 0.01%
2,885
– –
HACK icon
331
Amplify Cybersecurity ETF
HACK
$3.11B
$313K 0.01%
4,360
– –
C icon
332
Citigroup
C
$228B
$311K 0.01%
4,378
-285
-6% -$21.7K
SIVR icon
333
abrdn Physical Silver Shares ETF
SIVR
$4.3B
$309K 0.01%
9,500
– –
VGIT icon
334
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.2B
$309K 0.01%
5,197
– –
SDY icon
335
State Street SPDR S&P Dividend ETF
SDY
$21.4B
$308K ﹤0.01%
2,267
-140
-6% -$18.8K
DGX icon
336
Quest Diagnostics
DGX
$27.3B
$305K ﹤0.01%
1,805
– –
AES icon
337
AES
AES
$10.6B
$303K ﹤0.01%
24,394
– –
VXF icon
338
Vanguard Extended Market ETF
VXF
$30.6B
$302K ﹤0.01%
1,755
-201
-10% -$38K
KKR icon
339
KKR & Co
KKR
$89.8B
$301K ﹤0.01%
2,602
-15
-0.6% -$2.06K
BAM icon
340
Brookfield Asset Management
BAM
$73.2B
$300K ﹤0.01%
6,196
– –
GOVT icon
341
iShares US Treasury Bond ETF
GOVT
$41.3B
$300K ﹤0.01%
13,031
– –
EMN icon
342
Eastman Chemical
EMN
$7.53B
$298K ﹤0.01%
3,385
-44
-1% -$4.16K
SXT icon
343
Sensient Technologies
SXT
$5.39B
$298K ﹤0.01%
4,000
– –
BIIB icon
344
Biogen
BIIB
$31.9B
$293K ﹤0.01%
2,142
– –
HOOD icon
345
Robinhood
HOOD
$99.3B
$291K ﹤0.01%
6,991
+300
+4% +$14.3K
FEZ icon
346
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.34B
$285K ﹤0.01%
5,230
– –
TPR icon
347
Tapestry
TPR
$23.4B
$282K ﹤0.01%
4,002
-127
-3% -$9.61K
SNPS icon
348
Synopsys
SNPS
$70.5B
$281K ﹤0.01%
655
-4
-0.6% -$1.94K
ACHR icon
349
Archer Aviation
ACHR
$4.21B
$276K ﹤0.01%
38,750
+1,500
+4% +$13.3K
HIG icon
350
Hartford Financial Services
HIG
$36.8B
$274K ﹤0.01%
2,213
– –
12 13
14
15 16

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CIS
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AS
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AC
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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 Q1 2025 Portfolio in Review

As of Q1 2025, Evercore Wealth Management held 438 positions worth $6.22B, down 6.8% from $6.68B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Evercore Wealth Management withdrew a net $199M in Q1 2025, closing 22 positions and reducing 231 holdings. Its most notable exit was WisdomTree US Total Dividend Fund, an estimated $1.2M position sold in full.

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

Against the trend, Evercore Wealth Management opened a new position in Comfort Systems worth $40.8M.

  • Evercore Wealth Management's largest Q1 2025 buy was Comfort Systems: 126,533 shares worth $40.8M.
  • Evercore Wealth Management added most to Uber in Q1 2025, an estimated $71.2M increase.
  • Evercore Wealth Management's biggest Q1 2025 reduction was Abbott, cutting an estimated $80.2M.
  • Evercore Wealth Management fully exited WisdomTree US Total Dividend Fund in Q1 2025, selling an estimated $1.2M.
  • Evercore Wealth Management's ten largest holdings make up 37% of its $6.22B portfolio in Q1 2025.
  • Evercore Wealth Management opened 21 new positions and closed 22 in Q1 2025.
  • Evercore Wealth Management's portfolio value fell 6.8% quarter-over-quarter to $6.22B.

Based on Evercore Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.