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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
-2.93%
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
$6.36B
AUM Growth
-$464M
Cap. Flow
-$131M
Cap. Flow %
-2.06%
Top 10 Hldgs %
39.23%
Holding
439
New
19
Increased
53
Reduced
190
Closed
21

Top Buys

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$75.7M
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$16.9M
3
SN icon
SharkNinja
SN
+$15.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
PGR icon
Progressive
PGR
+$8.28M

Top Sells

Rank Stock Value
1
CDW icon
CDW
CDW
+$56.4M
2
FIX icon
Comfort Systems
FIX
+$26.6M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$20.6M
4
AAPL icon
Apple
AAPL
+$18.8M
5
JPM icon
JPMorgan Chase
JPM
+$16.6M

Sector Composition

Rank Sector Weight
1 Technology 21.23%
2 Financials 19.58%
3 Consumer Discretionary 14.7%
4 Communication Services 8.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMP icon
376
Ameriprise Financial
AMP
$47.4B
$224K ﹤0.01%
503
-334
-40% -$161K
FDX icon
377
FedEx
FDX
$76.6B
$219K ﹤0.01%
+616
New +$214K
SCHX icon
378
Schwab US Large- Cap ETF
SCHX
$71.7B
$219K ﹤0.01%
8,523
– –
VONG icon
379
Vanguard Russell 1000 Growth ETF
VONG
$43.7B
$218K ﹤0.01%
1,986
-115
-5% -$13.4K
VHT icon
380
Vanguard Health Care ETF
VHT
$17.8B
$215K ﹤0.01%
788
– –
EMN icon
381
Eastman Chemical
EMN
$7.93B
$214K ﹤0.01%
+2,805
New +$202K
EW icon
382
Edwards Lifesciences
EW
$48.6B
$213K ﹤0.01%
2,658
– –
CHRW icon
383
C.H. Robinson
CHRW
$24.4B
$213K ﹤0.01%
1,280
– –
SHOP icon
384
Shopify
SHOP
$154B
$212K ﹤0.01%
1,790
-2,000
-53% -$263K
GIS icon
385
General Mills
GIS
$19.7B
$211K ﹤0.01%
5,669
-1,633
-22% -$70.9K
HODL icon
386
VanEck Bitcoin Trust
HODL
$1.1B
$211K ﹤0.01%
+11,000
New +$238K
ICF icon
387
iShares Select U.S. REIT ETF
ICF
$2.08B
$210K ﹤0.01%
3,401
– –
CE icon
388
Celanese
CE
$5.3B
$210K ﹤0.01%
+3,195
New +$167K
ETH
389
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
$210K ﹤0.01%
+10,550
New +$239K
IEI icon
390
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$209K ﹤0.01%
1,760
– –
HUBB icon
391
Hubbell
HUBB
$25.2B
$209K ﹤0.01%
+425
New +$209K
OKE icon
392
Oneok
OKE
$57.8B
$207K ﹤0.01%
+2,292
New +$189K
SCHA icon
393
Schwab U.S Small- Cap ETF
SCHA
$22.8B
$205K ﹤0.01%
7,046
– –
ACHR icon
394
Archer Aviation
ACHR
$3.95B
$200K ﹤0.01%
38,750
– –
KCAC.U
395
Kensington Capital Acquisition Corp VI Units
KCAC.U
$167K ﹤0.01%
+16,590
New +$166K
ALF
396
Centurion Acquisition Corp
ALF
$166K ﹤0.01%
15,400
– –
ALIS
397
Calisa Acquisition Corp
ALIS
$85.7M
$166K ﹤0.01%
+16,590
New +$166K
CUB
398
Lionheart Holdings
CUB
$283M
$162K ﹤0.01%
15,100
– –
FIGX
399
FIGX Capital Acquisition Corp
FIGX
$199M
$161K ﹤0.01%
15,940
– –
MBVI
400
M3-Brigade Acquisition VI Corp
MBVI
$438M
$161K ﹤0.01%
15,999
– –
14 15
16
17 18

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EC
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EI
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BFG
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PCH
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OMC
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BFS
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CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Evercore Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Evercore Wealth Management held 439 positions worth $6.36B, down 6.8% from $6.82B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q1 2026 filing shows 19 new, 53 increased, 190 reduced and 21 closed positions. Its largest new stake was Voyager Technologies: 63,494 shares worth $1.49M. The largest sale was CDW, an estimated $56.4M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q1 2026 buy was Voyager Technologies: 63,494 shares worth $1.49M.
  • Evercore Wealth Management added most to Spotify in Q1 2026, an estimated $75.7M increase.
  • Evercore Wealth Management's biggest Q1 2026 reduction was CDW, cutting an estimated $56.4M.
  • Evercore Wealth Management fully exited BorgWarner in Q1 2026, selling an estimated $1.63M.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $6.36B portfolio in Q1 2026.
  • Evercore Wealth Management opened 19 new positions and closed 21 in Q1 2026.
  • Evercore Wealth Management's portfolio value fell 6.8% quarter-over-quarter to $6.36B.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.