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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
+10.24%
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
$6.81B
AUM Growth
+$383M
Cap. Flow
-$153M
Cap. Flow %
-2.24%
Top 10 Hldgs %
41.5%
Holding
427
New
21
Increased
73
Reduced
186
Closed
14

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$55.5M
2
ARCC icon
Ares Capital
ARCC
+$16.1M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$13.5M
5
PGR icon
Progressive
PGR
+$10.5M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$75.6M
2
ACN icon
Accenture
ACN
+$55.6M
3
UNH icon
UnitedHealth
UNH
+$49.7M
4
FISV
Fiserv Inc
FISV
+$13.1M
5
NVDA icon
NVIDIA
NVDA
+$13M

Sector Composition

Rank Sector Weight
1 Technology 26.05%
2 Financials 21.13%
3 Consumer Discretionary 14.37%
4 Miscellaneous 10.31%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FXF icon
376
Invesco CurrencyShares Swiss Franc Trust
FXF
$387M
$229K ﹤0.01%
+2,055
New +$228K
EWJ icon
377
iShares MSCI Japan ETF
EWJ
$23.3B
$227K ﹤0.01%
+2,830
New +$219K
BIP icon
378
Brookfield Infrastructure Partners
BIP
$16.1B
$227K ﹤0.01%
6,896
– –
A icon
379
Agilent Technologies
A
$42.4B
$226K ﹤0.01%
1,763
– –
BBJP icon
380
JPMorgan BetaBuilders Japan ETF
BBJP
$19.6B
$226K ﹤0.01%
3,403
– –
HSIC icon
381
Henry Schein
HSIC
$9.75B
$226K ﹤0.01%
3,399
-50
-1% -$3.46K
LH icon
382
Labcorp
LH
$26.3B
$225K ﹤0.01%
784
– –
SCHX icon
383
Schwab US Large- Cap ETF
SCHX
$73.3B
$224K ﹤0.01%
8,523
– –
COLB icon
384
Columbia Banking Systems
COLB
$8.53B
$223K ﹤0.01%
8,647
– –
VMRK
385
Vivmark Residential
VMRK
$50.8B
$220K ﹤0.01%
+3,406
New +$223K
MUB icon
386
iShares National Muni Bond ETF
MUB
$44.5B
$220K ﹤0.01%
2,063
-2,234
-52% -$234K
KR icon
387
Kroger
KR
$37.1B
$220K ﹤0.01%
3,257
-175
-5% -$12.2K
SCHM icon
388
Schwab US Mid-Cap ETF
SCHM
$14.5B
$217K ﹤0.01%
7,335
– –
CTAS icon
389
Cintas
CTAS
$79.6B
$215K ﹤0.01%
1,048
– –
SOUN icon
390
SoundHound AI
SOUN
$2.73B
$212K ﹤0.01%
13,200
– –
MET icon
391
MetLife
MET
$62.4B
$212K ﹤0.01%
2,570
– –
IEI icon
392
iShares 3-7 Year Treasury Bond ETF
IEI
$17.3B
$210K ﹤0.01%
1,760
– –
ACU icon
393
Acme United Corp
ACU
$235M
$210K ﹤0.01%
5,100
– –
ICF icon
394
iShares Select U.S. REIT ETF
ICF
$1.96B
$210K ﹤0.01%
3,401
-700
-17% -$42.8K
EW icon
395
Edwards Lifesciences
EW
$49.4B
$207K ﹤0.01%
2,658
-66
-2% -$5.16K
GAM
396
General American Investors Company
GAM
$1.54B
$206K ﹤0.01%
+3,313
New +$195K
WLY icon
397
John Wiley & Sons Class A
WLY
$2.5B
$205K ﹤0.01%
5,060
– –
VHT icon
398
Vanguard Health Care ETF
VHT
$19B
$205K ﹤0.01%
+788
New +$198K
WEX icon
399
WEX
WEX
$6.82B
$203K ﹤0.01%
+1,286
New +$213K
SKYY icon
400
First Trust Cloud Computing ETF
SKYY
$3.36B
$202K ﹤0.01%
+1,500
New +$189K
14 15
16
17 18

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CIS
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HPG
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AACR
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CGPCS
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TCM
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Evercore Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Evercore Wealth Management held 427 positions worth $6.81B, up 6% from $6.43B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Evercore Wealth Management's Q3 2025 filing shows 21 new, 73 increased, 186 reduced and 14 closed positions. Its largest new stake was Mercado Libre: 23,137 shares worth $54.1M. The largest sale was Ansys, an estimated $75.6M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q3 2025 buy was Mercado Libre: 23,137 shares worth $54.1M.
  • Evercore Wealth Management added most to Ares Capital in Q3 2025, an estimated $16.1M increase.
  • Evercore Wealth Management's biggest Q3 2025 reduction was Accenture, cutting an estimated $55.6M.
  • Evercore Wealth Management fully exited Ansys in Q3 2025, selling an estimated $75.6M.
  • Evercore Wealth Management's ten largest holdings make up 41% of its $6.81B portfolio in Q3 2025.
  • Evercore Wealth Management opened 21 new positions and closed 14 in Q3 2025.
  • Evercore Wealth Management's portfolio value rose 6% quarter-over-quarter to $6.81B.

Based on Evercore Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.