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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
+10.24%
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
$6.81B
AUM Growth
+$383M
Cap. Flow
-$153M
Cap. Flow %
-2.24%
Top 10 Hldgs %
41.5%
Holding
427
New
21
Increased
73
Reduced
186
Closed
14

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$55.5M
2
ARCC icon
Ares Capital
ARCC
+$16.1M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$13.5M
5
PGR icon
Progressive
PGR
+$10.5M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$75.6M
2
ACN icon
Accenture
ACN
+$55.6M
3
UNH icon
UnitedHealth
UNH
+$49.7M
4
FISV
Fiserv Inc
FISV
+$13.1M
5
NVDA icon
NVIDIA
NVDA
+$13M

Sector Composition

Rank Sector Weight
1 Technology 26.05%
2 Financials 21.13%
3 Consumer Discretionary 14.37%
4 Miscellaneous 10.31%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SXT icon
326
Sensient Technologies
SXT
$5.39B
$375K 0.01%
4,000
– –
ACHR icon
327
Archer Aviation
ACHR
$4.21B
$371K 0.01%
38,750
– –
GIS icon
328
General Mills
GIS
$19.6B
$370K 0.01%
7,338
-563
-7% -$28.2K
VXF icon
329
Vanguard Extended Market ETF
VXF
$30.6B
$367K 0.01%
1,755
– –
VBR icon
330
Vanguard Morningstar Small-Cap Value ETF
VBR
$36.6B
$357K 0.01%
1,712
– –
EXPE icon
331
Expedia Group
EXPE
$35.2B
$354K 0.01%
1,655
-552
-25% -$111K
NVT icon
332
nVent Electric
NVT
$23.8B
$349K 0.01%
+3,542
New +$308K
CEG icon
333
Constellation Energy
CEG
$92.1B
$349K 0.01%
1,061
-18
-2% -$5.81K
DGX icon
334
Quest Diagnostics
DGX
$27.3B
$340K 0.01%
1,786
-19
-1% -$3.37K
SPOT icon
335
Spotify
SPOT
$115B
$339K 0.01%
486
– –
BAM icon
336
Brookfield Asset Management
BAM
$73.2B
$339K 0.01%
5,946
– –
KKR icon
337
KKR & Co
KKR
$89.8B
$338K 0.01%
2,602
– –
WTM icon
338
White Mountains Insurance
WTM
$4.88B
$334K ﹤0.01%
200
– –
WBS
339
DELISTED
Webster Financial
WBS
$330K ﹤0.01%
5,544
-574
-9% -$34.2K
ZBH icon
340
Zimmer Biomet
ZBH
$18.8B
$329K ﹤0.01%
3,342
– –
GTLS
341
DELISTED
Chart Industries
GTLS
$320K ﹤0.01%
1,599
– –
VYM icon
342
Vanguard High Dividend Yield ETF
VYM
$81.9B
$313K ﹤0.01%
2,223
– –
VGIT icon
343
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.2B
$312K ﹤0.01%
5,197
– –
VMC icon
344
Vulcan Materials
VMC
$32.3B
$308K ﹤0.01%
1,000
-28
-3% -$7.95K
AGZ icon
345
iShares Agency Bond ETF
AGZ
$633M
$305K ﹤0.01%
2,765
-120
-4% -$13.2K
BBCA icon
346
JPMorgan BetaBuilders Canada ETF
BBCA
$11.1B
$304K ﹤0.01%
3,487
– –
STZ icon
347
Constellation Brands
STZ
$21.1B
$303K ﹤0.01%
2,250
-6,587
-75% -$1.05M
FEZ icon
348
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.34B
$302K ﹤0.01%
4,854
– –
KVUE icon
349
Kenvue
KVUE
$34.4B
$300K ﹤0.01%
18,504
– –
BIIB icon
350
Biogen
BIIB
$31.9B
$300K ﹤0.01%
2,142
– –
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 Q3 2025 Portfolio in Review

As of Q3 2025, Evercore Wealth Management held 427 positions worth $6.81B, up 6% from $6.43B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Evercore Wealth Management's Q3 2025 filing shows 21 new, 73 increased, 186 reduced and 14 closed positions. Its largest new stake was Mercado Libre: 23,137 shares worth $54.1M. The largest sale was Ansys, an estimated $75.6M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q3 2025 buy was Mercado Libre: 23,137 shares worth $54.1M.
  • Evercore Wealth Management added most to Ares Capital in Q3 2025, an estimated $16.1M increase.
  • Evercore Wealth Management's biggest Q3 2025 reduction was Accenture, cutting an estimated $55.6M.
  • Evercore Wealth Management fully exited Ansys in Q3 2025, selling an estimated $75.6M.
  • Evercore Wealth Management's ten largest holdings make up 41% of its $6.81B portfolio in Q3 2025.
  • Evercore Wealth Management opened 21 new positions and closed 14 in Q3 2025.
  • Evercore Wealth Management's portfolio value rose 6% quarter-over-quarter to $6.81B.

Based on Evercore Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.