Evercore Wealth Management Portfolio holdings
Evercore Wealth Management is the wealth management business of Evercore, an investment banking advisory firm that holds a majority stake in it. Founded in September 2008, it serves multi-generational families, executives, business owners, foundations and endowments, and its affiliate Evercore Trust Company offers trust and custody services. Client portfolios are invested mainly in stocks and bonds the firm manages itself, along with its own mutual funds and outside managers. It also advises a mutual fund, the Evercore Equity Fund, and a private equity fund.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$86M |
| 2 |
Amphenol
APH
|
+$72.2M |
| 3 |
ServiceNow
NOW
|
+$57.8M |
| 4 |
Casey's General Stores
CASY
|
+$30.3M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$13.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Adobe
ADBE
|
+$44.9M |
| 2 |
Mercado Libre
MELI
|
+$39.9M |
| 3 |
Comfort Systems
FIX
|
+$39.8M |
| 4 |
American Tower
AMT
|
+$28.9M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
376
DuPont de Nemours
DD
$18.9B
| $237K | ﹤0.01% |
1,748
-109
| -6% | -$15.5K |
2013 Q2
52 quarters
|
|
377
KKR & Co
KKR
$84.7B
| $237K | ﹤0.01% |
2,580
-2
| -0.1% | -$194 |
2023 Q4
10 quarters
|
|
378
Vanguard Health Care ETF
VHT
$20.7B
| $236K | ﹤0.01% |
788
| – | – |
2025 Q3
3 quarters
|
|
379
International Money Express
IMXI
$277M
| $234K | ﹤0.01% |
16,228
-10,280
| -39% | -$157K |
2020 Q1
25 quarters
|
|
380
Encore Capital Group
ECPG
$2.12B
| $233K | ﹤0.01% |
+2,500
| New | +$204K |
2026 Q2
0 quarters
|
|
381
Tailwind 2.0 Acquisition Corp
TDWD
$239M
| $233K | ﹤0.01% |
23,200
| – | – |
2026 Q1
1 quarter
|
|
382
Ameriprise Financial
AMP
$42.7B
| $231K | ﹤0.01% |
503
| – | – |
2020 Q3
23 quarters
|
|
383
Monster Beverage
MNST
$92.7B
| $231K | ﹤0.01% |
+4,800
| New | +$202K |
2026 Q2
0 quarters
|
|
384
iShares Select U.S. REIT ETF
ICF
$1.98B
| $230K | ﹤0.01% |
3,401
| – | – |
2018 Q3
31 quarters
|
|
385
BorgWarner
BWA
$10.4B
| $226K | ﹤0.01% |
+3,406
| New | +$216K |
2026 Q2
0 quarters
|
|
386
Royal Bank of Canada
RY
$281B
| $223K | ﹤0.01% |
+1,076
| New | +$200K |
2026 Q2
0 quarters
|
|
387
Solstice Advanced Materials
SOLS
$9.6B
| $222K | ﹤0.01% |
2,507
-623
| -20% | -$51.4K |
2026 Q1
1 quarter
|
|
388
Agilent Technologies
A
$49.3B
| $221K | ﹤0.01% |
+1,663
| New | +$203K |
2026 Q2
0 quarters
|
|
389
Hubbell
HUBB
$22.3B
| $218K | ﹤0.01% |
417
-8
| -2% | -$4.04K |
2026 Q1
1 quarter
|
|
390
Elevance Health
ELV
$91.1B
| $215K | ﹤0.01% |
+556
| New | +$206K |
2026 Q2
0 quarters
|
|
391
Coinbase
COIN
$38B
| $212K | ﹤0.01% |
1,452
| – | – |
2023 Q4
10 quarters
|
|
392
W.R. Berkley
WRB
$27.4B
| $212K | ﹤0.01% |
+3,006
| New | +$201K |
2026 Q2
0 quarters
|
|
393
Quest Diagnostics
DGX
$27.8B
| $212K | ﹤0.01% |
1,000
-786
| -44% | -$154K |
2023 Q4
10 quarters
|
|
394
General American Investors Company
GAM
$1.52B
| $211K | ﹤0.01% |
+3,313
| New | +$210K |
2026 Q2
0 quarters
|
|
395
Intuit
INTU
$91.2B
| $211K | ﹤0.01% |
808
-795
| -50% | -$277K |
2013 Q2
52 quarters
|
|
396
Graco
GGG
$10.8B
| $209K | ﹤0.01% |
2,763
+27
| +1% | +$2.13K |
2013 Q2
52 quarters
|
|
397
First Trust NASDAQ Cybersecurity ETF
CIBR
$17.5B
| $208K | ﹤0.01% |
+2,318
| New | +$178K |
2026 Q2
0 quarters
|
|
398
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
| $207K | ﹤0.01% |
1,760
| – | – |
2023 Q4
10 quarters
|
|
399
SL Green Realty
SLG
$3.57B
| $206K | ﹤0.01% |
+3,972
| New | +$177K |
2026 Q2
0 quarters
|
|
400
Shopify
SHOP
$203B
| $204K | ﹤0.01% |
1,790
| – | – |
2023 Q1
13 quarters
|
|
Similar funds
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.