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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
+13.55%
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
$7.07B
AUM Growth
+$708M
Cap. Flow
+$4.94M
Cap. Flow %
0.07%
Top 10 Hldgs %
39.19%
Holding
453
New
35
Increased
81
Reduced
176
Closed
20

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$86M
2
APH icon
Amphenol
APH
+$72.2M
3
NOW icon
ServiceNow
NOW
+$57.8M
4
CASY icon
Casey's General Stores
CASY
+$30.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$13.8M

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$44.9M
2
MELI icon
Mercado Libre
MELI
+$39.9M
3
FIX icon
Comfort Systems
FIX
+$39.8M
4
AMT icon
American Tower
AMT
+$28.9M
5
GOOG icon
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
SSNC icon
351
SS&C Technologies
SSNC
$19.6B
$274K ﹤0.01%
4,410
– –
ZBH icon
352
Zimmer Biomet
ZBH
$18.7B
$273K ﹤0.01%
3,174
– –
JEPI icon
353
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$273K ﹤0.01%
4,834
-3,000
-38% -$169K
PLD icon
354
Prologis
PLD
$131B
$273K ﹤0.01%
2,014
– –
SIVR icon
355
abrdn Physical Silver Shares ETF
SIVR
$4.48B
$270K ﹤0.01%
4,800
– –
FXF icon
356
Invesco CurrencyShares Swiss Franc Trust
FXF
$386M
$267K ﹤0.01%
2,450
– –
SCHM icon
357
Schwab US Mid-Cap ETF
SCHM
$15B
$267K ﹤0.01%
7,242
-75
-1% -$2.58K
KVUE icon
358
Kenvue
KVUE
$36B
$265K ﹤0.01%
13,846
– –
EWJ icon
359
iShares MSCI Japan ETF
EWJ
$23.6B
$264K ﹤0.01%
2,830
– –
BETA
360
Beta Technologies Inc
BETA
$5.19B
$263K ﹤0.01%
+15,691
New +$261K
GTLS
361
DELISTED
Chart Industries
GTLS
$261K ﹤0.01%
1,250
– –
VTIP icon
362
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.6B
$259K ﹤0.01%
5,166
+95
+2% +$4.78K
CSL icon
363
Carlisle Companies
CSL
$14B
$254K ﹤0.01%
700
– –
VONG icon
364
Vanguard Russell 1000 Growth ETF
VONG
$46.2B
$254K ﹤0.01%
1,986
– –
BE icon
365
Bloom Energy
BE
$74.5B
$253K ﹤0.01%
+835
New +$214K
SCHA icon
366
Schwab U.S Small- Cap ETF
SCHA
$22.9B
$252K ﹤0.01%
6,972
-74
-1% -$2.44K
CRWD icon
367
CrowdStrike
CRWD
$218B
$252K ﹤0.01%
+1,320
New +$188K
HPE icon
368
Hewlett Packard
HPE
$69B
$251K ﹤0.01%
+5,564
New +$201K
SCHX icon
369
Schwab US Large- Cap ETF
SCHX
$74.5B
$251K ﹤0.01%
8,523
– –
EVR icon
370
Evercore
EVR
$11.5B
$246K ﹤0.01%
720
-1,000
-58% -$342K
WLY icon
371
John Wiley & Sons Class A
WLY
$2.44B
$245K ﹤0.01%
+5,060
New +$213K
ACU icon
372
Acme United Corp
ACU
$242M
$243K ﹤0.01%
5,100
– –
AZN icon
373
AstraZeneca
AZN
$252B
$242K ﹤0.01%
1,278
– –
CHRW icon
374
C.H. Robinson
CHRW
$17.3B
$241K ﹤0.01%
1,280
– –
EW icon
375
Edwards Lifesciences
EW
$51.8B
$238K ﹤0.01%
2,633
-25
-0.9% -$2.09K
13 14
15
16 17

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CGPCS
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TCM
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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.