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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
DD icon
376
DuPont de Nemours
DD
$17.8B
$237K ﹤0.01%
1,748
-109
-6% -$15.5K
KKR icon
377
KKR & Co
KKR
$96.7B
$237K ﹤0.01%
2,580
-2
-0.1% -$194
VHT icon
378
Vanguard Health Care ETF
VHT
$19.4B
$236K ﹤0.01%
788
– –
IMXI icon
379
International Money Express
IMXI
$438M
$234K ﹤0.01%
16,228
-10,280
-39% -$157K
ECPG icon
380
Encore Capital Group
ECPG
$2.06B
$233K ﹤0.01%
+2,500
New +$204K
TDWD
381
Tailwind 2.0 Acquisition Corp
TDWD
$233K ﹤0.01%
23,200
– –
AMP icon
382
Ameriprise Financial
AMP
$49.5B
$231K ﹤0.01%
503
– –
MNST icon
383
Monster Beverage
MNST
$85.8B
$231K ﹤0.01%
+4,800
New +$202K
ICF icon
384
iShares Select U.S. REIT ETF
ICF
$2.01B
$230K ﹤0.01%
3,401
– –
BWA icon
385
BorgWarner
BWA
$13.8B
$226K ﹤0.01%
+3,406
New +$216K
RY icon
386
Royal Bank of Canada
RY
$292B
$223K ﹤0.01%
+1,076
New +$200K
SOLS
387
Solstice Advanced Materials
SOLS
$10.1B
$222K ﹤0.01%
2,507
-623
-20% -$51.4K
A icon
388
Agilent Technologies
A
$42.5B
$221K ﹤0.01%
+1,663
New +$203K
HUBB icon
389
Hubbell
HUBB
$24.3B
$218K ﹤0.01%
417
-8
-2% -$4.04K
ELV icon
390
Elevance Health
ELV
$88.4B
$215K ﹤0.01%
+556
New +$206K
COIN icon
391
Coinbase
COIN
$48.7B
$212K ﹤0.01%
1,452
– –
WRB icon
392
W.R. Berkley
WRB
$25.7B
$212K ﹤0.01%
+3,006
New +$201K
DGX icon
393
Quest Diagnostics
DGX
$26.2B
$212K ﹤0.01%
1,000
-786
-44% -$154K
GAM
394
General American Investors Company
GAM
$1.58B
$211K ﹤0.01%
+3,313
New +$210K
INTU icon
395
Intuit
INTU
$91B
$211K ﹤0.01%
808
-795
-50% -$277K
GGG icon
396
Graco
GGG
$12.6B
$209K ﹤0.01%
2,763
+27
+1% +$2.13K
CIBR icon
397
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$208K ﹤0.01%
+2,318
New +$178K
IEI icon
398
iShares 3-7 Year Treasury Bond ETF
IEI
$17.5B
$207K ﹤0.01%
1,760
– –
SLG icon
399
SL Green Realty
SLG
$3.94B
$206K ﹤0.01%
+3,972
New +$177K
SHOP icon
400
Shopify
SHOP
$187B
$204K ﹤0.01%
1,790
– –
14 15
16
17 18

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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.