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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
+2.64%
1 Year Est. Return
+20.35%
3 Year Est. Return
+78.32%
5 Year Est. Return
+103.32%
10 Year Est. Return
+431.52%
AUM
$6.82B
AUM Growth
+$9.37M
Cap. Flow
-$75.6M
Cap. Flow %
-1.11%
Top 10 Hldgs %
42.17%
Holding
439
New
26
Increased
54
Reduced
199
Closed
19

Top Buys

Rank Stock Value
1
SN icon
SharkNinja
SN
+$53M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.1M
3
ARCC icon
Ares Capital
ARCC
+$11M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$8.39M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.16M

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$30.7M
2
NVDA icon
NVIDIA
NVDA
+$13.7M
3
UNH icon
UnitedHealth
UNH
+$12.7M
4
AAPL icon
Apple
AAPL
+$11.5M
5
EOG icon
EOG Resources
EOG
+$8.28M

Sector Composition

Rank Sector Weight
1 Technology 24.44%
2 Financials 20.94%
3 Consumer Discretionary 14.29%
4 Communication Services 8.05%
5 Healthcare 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HACK icon
326
Amplify Cybersecurity ETF
HACK
$2.63B
$350K 0.01%
4,360
– –
CI icon
327
Cigna
CI
$76.6B
$348K 0.01%
1,266
-101
-7% -$28.3K
JMUB icon
328
JPMorgan Municipal ETF
JMUB
$8.19B
$343K 0.01%
+6,785
New +$343K
GIS icon
329
General Mills
GIS
$19.2B
$340K 0.01%
7,302
-36
-0.5% -$1.71K
DD icon
330
DuPont de Nemours
DD
$18.6B
$336K ﹤0.01%
2,783
-5,081
-65% -$572K
KKR icon
331
KKR & Co
KKR
$89.2B
$332K ﹤0.01%
2,602
– –
VYM icon
332
Vanguard High Dividend Yield ETF
VYM
$81.1B
$319K ﹤0.01%
2,223
– –
DGX icon
333
Quest Diagnostics
DGX
$25.1B
$310K ﹤0.01%
1,786
– –
IWO icon
334
iShares Russell 2000 Growth ETF
IWO
$14.5B
$307K ﹤0.01%
951
-609
-39% -$198K
BSX icon
335
Boston Scientific
BSX
$65.8B
$306K ﹤0.01%
3,210
-3,074
-49% -$301K
AGZ icon
336
iShares Agency Bond ETF
AGZ
$553M
$305K ﹤0.01%
2,765
– –
XBI icon
337
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$304K ﹤0.01%
2,492
-3,200
-56% -$367K
SNPS icon
338
Synopsys
SNPS
$71.5B
$303K ﹤0.01%
646
-1,680
-72% -$746K
MUB icon
339
iShares National Muni Bond ETF
MUB
$45.1B
$303K ﹤0.01%
2,830
+767
+37% +$82.1K
LQD icon
340
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$296K ﹤0.01%
2,682
+56
+2% +$6.23K
ACHR icon
341
Archer Aviation
ACHR
$3.64B
$291K ﹤0.01%
38,750
– –
JEPQ icon
342
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.9B
$291K ﹤0.01%
5,000
– –
HIG icon
343
Hartford Financial Services
HIG
$38.5B
$290K ﹤0.01%
2,107
– –
PWR icon
344
Quanta Services
PWR
$93.9B
$290K ﹤0.01%
687
– –
COIN icon
345
Coinbase
COIN
$41.7B
$289K ﹤0.01%
1,277
-25
-2% -$7.45K
IDEV icon
346
iShares Core MSCI International Developed Markets ETF
IDEV
$31B
$288K ﹤0.01%
3,491
– –
ZBH icon
347
Zimmer Biomet
ZBH
$17.7B
$285K ﹤0.01%
3,174
-168
-5% -$15.9K
VMC icon
348
Vulcan Materials
VMC
$36.3B
$285K ﹤0.01%
1,000
– –
SPOT icon
349
Spotify
SPOT
$99.2B
$282K ﹤0.01%
486
– –
FNDF icon
350
Schwab Fundamental International Large Company Index ETF
FNDF
$24.3B
$280K ﹤0.01%
6,186
– –
12 13
14
15 16

Similar funds

GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Evercore Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Evercore Wealth Management held 439 positions worth $6.82B, up 0.14% from $6.81B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Evercore Wealth Management's Q4 2025 filing shows 26 new, 54 increased, 199 reduced and 19 closed positions. Its largest new stake was SharkNinja: 537,662 shares worth $60.2M. The largest sale was Fiserv Inc, an estimated $30.7M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q4 2025 buy was SharkNinja: 537,662 shares worth $60.2M.
  • Evercore Wealth Management added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $15.1M increase.
  • Evercore Wealth Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $13.7M.
  • Evercore Wealth Management fully exited Fiserv Inc in Q4 2025, selling an estimated $30.7M.
  • Evercore Wealth Management's ten largest holdings make up 42% of its $6.82B portfolio in Q4 2025.
  • Evercore Wealth Management opened 26 new positions and closed 19 in Q4 2025.
  • Evercore Wealth Management's portfolio value rose 0.14% quarter-over-quarter to $6.82B.

Based on Evercore Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.