We are live on ! Find out more
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
SLG icon
351
SL Green Realty
SLG
$3.67B
$270K ﹤0.01%
3,972
– –
TPR icon
352
Tapestry
TPR
$23.4B
$270K ﹤0.01%
+4,129
New +$225K
LQD icon
353
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.1B
$269K ﹤0.01%
2,516
– –
VMC icon
354
Vulcan Materials
VMC
$32.3B
$267K ﹤0.01%
1,038
– –
IUSB icon
355
iShares Core Universal USD Bond ETF
IUSB
$43.4B
$263K ﹤0.01%
5,811
– –
PINS icon
356
Pinterest
PINS
$10.6B
$262K ﹤0.01%
9,050
– –
USMV icon
357
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$262K ﹤0.01%
2,955
– –
SIVR icon
358
abrdn Physical Silver Shares ETF
SIVR
$4.3B
$262K ﹤0.01%
9,500
– –
JCI icon
359
Johnson Controls International
JCI
$83.8B
$261K ﹤0.01%
3,306
+2
+0.1% +$160
AMTM
360
Amentum Holdings
AMTM
$4.92B
$261K ﹤0.01%
12,399
-77
-0.6% -$1.99K
VONG icon
361
Vanguard Russell 1000 Growth ETF
VONG
$45.1B
$260K ﹤0.01%
+2,516
New +$255K
SPYD icon
362
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.52B
$258K ﹤0.01%
5,969
– –
CEG icon
363
Constellation Energy
CEG
$92.1B
$256K ﹤0.01%
1,143
– –
NETD
364
DELISTED
Nabors Energy Transition Corp II
NETD
$254K ﹤0.01%
23,480
– –
FEZ icon
365
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.34B
$252K ﹤0.01%
5,230
– –
WEX icon
366
WEX
WEX
$6.82B
$251K ﹤0.01%
1,432
– –
UBER icon
367
Uber
UBER
$146B
$251K ﹤0.01%
4,161
– –
HOOD icon
368
Robinhood
HOOD
$99.3B
$249K ﹤0.01%
+6,691
New +$216K
ICF icon
369
iShares Select U.S. REIT ETF
ICF
$1.96B
$247K ﹤0.01%
4,101
– –
BBCA icon
370
JPMorgan BetaBuilders Canada ETF
BBCA
$11.1B
$246K ﹤0.01%
+3,487
New +$254K
LH icon
371
Labcorp
LH
$26.3B
$245K ﹤0.01%
1,070
– –
GGG icon
372
Graco
GGG
$12.4B
$243K ﹤0.01%
2,888
– –
HE icon
373
Hawaiian Electric Industries
HE
$1.76B
$243K ﹤0.01%
+25,000
New +$253K
HIG icon
374
Hartford Financial Services
HIG
$36.8B
$242K ﹤0.01%
2,213
– –
RKLB icon
375
Rocket Lab Corp
RKLB
$40.6B
$242K ﹤0.01%
+9,495
New +$167K
13 14
15
16 17

Similar funds

BFS
Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return
CIS
Capital International Sarl Los Angeles, California $7.06B AUM 36.47% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HPG
Harvest Portfolios Group Oakville, Ontario, Canada $7.09B AUM 20.73% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
TCM
Tenor Capital Management New York $7.09B AUM 3.55% 1-Year Est. Return

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.