We are live on ! Find out more
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
GTLS
351
DELISTED
Chart Industries
GTLS
$275K ﹤0.01%
1,335
-264
-17% -$53.5K
FXF icon
352
Invesco CurrencyShares Swiss Franc Trust
FXF
$409M
$273K ﹤0.01%
2,450
+395
+19% +$43.7K
ETR icon
353
Entergy
ETR
$54.1B
$270K ﹤0.01%
2,924
– –
USMV icon
354
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$270K ﹤0.01%
2,864
– –
HALO icon
355
Halozyme
HALO
$9.72B
$269K ﹤0.01%
4,000
– –
BAM icon
356
Brookfield Asset Management
BAM
$74B
$269K ﹤0.01%
5,136
-810
-14% -$43.5K
PNR icon
357
Pentair
PNR
$10.2B
$269K ﹤0.01%
2,579
– –
FXI icon
358
iShares China Large-Cap ETF
FXI
$4.31B
$268K ﹤0.01%
7,000
– –
KNCT icon
359
Invesco Next Gen Connectivity ETF
KNCT
$155M
$268K ﹤0.01%
2,000
– –
SPYD icon
360
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.66B
$258K ﹤0.01%
5,969
– –
HOLX
361
DELISTED
Hologic
HOLX
$258K ﹤0.01%
3,465
– –
CRWV
362
CoreWeave
CRWV
$39.2B
$258K ﹤0.01%
3,600
– –
HSIC icon
363
Henry Schein
HSIC
$9.74B
$257K ﹤0.01%
3,399
– –
VONG icon
364
Vanguard Russell 1000 Growth ETF
VONG
$42.5B
$256K ﹤0.01%
2,101
– –
RIOT icon
365
Riot Platforms
RIOT
$8.52B
$253K ﹤0.01%
20,000
– –
VTIP icon
366
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$251K ﹤0.01%
5,071
+241
+5% +$12.1K
NUE icon
367
Nucor
NUE
$56.4B
$242K ﹤0.01%
1,486
– –
COLB icon
368
Columbia Banking Systems
COLB
$8.81B
$242K ﹤0.01%
8,647
– –
BIP icon
369
Brookfield Infrastructure Partners
BIP
$18.8B
$240K ﹤0.01%
6,896
– –
KVUE icon
370
Kenvue
KVUE
$37B
$239K ﹤0.01%
13,846
-4,658
-25% -$76.2K
ALNY icon
371
Alnylam Pharmaceuticals
ALNY
$36.3B
$239K ﹤0.01%
600
– –
JOBY icon
372
Joby Aviation
JOBY
$6.82B
$238K ﹤0.01%
+17,994
New +$276K
SCHX icon
373
Schwab US Large- Cap ETF
SCHX
$70.9B
$229K ﹤0.01%
8,523
– –
EWJ icon
374
iShares MSCI Japan ETF
EWJ
$21.7B
$228K ﹤0.01%
2,830
– –
VHT icon
375
Vanguard Health Care ETF
VHT
$18.2B
$227K ﹤0.01%
788
– –
13 14
15
16 17

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.