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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
+2.64%
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
EW icon
376
Edwards Lifesciences
EW
$47.6B
$227K ﹤0.01%
2,658
– –
XOP icon
377
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.42B
$226K ﹤0.01%
1,786
-1,615
-47% -$209K
GGG icon
378
Graco
GGG
$12.9B
$224K ﹤0.01%
2,736
-8
-0.3% -$658
CSL icon
379
Carlisle Companies
CSL
$13.6B
$224K ﹤0.01%
700
– –
XYL icon
380
Xylem
XYL
$28.5B
$223K ﹤0.01%
1,639
– –
SCHM icon
381
Schwab US Mid-Cap ETF
SCHM
$14.6B
$220K ﹤0.01%
7,317
-18
-0.2% -$537
WSM icon
382
Williams-Sonoma
WSM
$26.7B
$220K ﹤0.01%
1,230
– –
ROIV icon
383
Roivant Sciences
ROIV
$25.2B
$217K ﹤0.01%
10,000
– –
T icon
384
AT&T
T
$165B
$216K ﹤0.01%
+8,710
New +$221K
EQR icon
385
Equity Residential
EQR
$25.4B
$216K ﹤0.01%
3,421
+15
+0.4% +$920
IEI icon
386
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$210K ﹤0.01%
1,760
– –
EPI icon
387
WisdomTree India Earnings Fund ETF
EPI
$2.02B
$207K ﹤0.01%
+4,475
New +$205K
CHRW icon
388
C.H. Robinson
CHRW
$22B
$206K ﹤0.01%
+1,280
New +$189K
ACU icon
389
Acme United Corp
ACU
$206M
$206K ﹤0.01%
5,100
– –
A icon
390
Agilent Technologies
A
$39.1B
$205K ﹤0.01%
1,508
-255
-14% -$36.6K
FSLR icon
391
First Solar
FSLR
$21.8B
$205K ﹤0.01%
+783
New +$197K
KR icon
392
Kroger
KR
$34.8B
$203K ﹤0.01%
3,257
– –
ELV icon
393
Elevance Health
ELV
$81.9B
$203K ﹤0.01%
+579
New +$196K
ICF icon
394
iShares Select U.S. REIT ETF
ICF
$2.12B
$203K ﹤0.01%
3,401
– –
MET icon
395
MetLife
MET
$61B
$203K ﹤0.01%
2,570
– –
SCHA icon
396
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$201K ﹤0.01%
7,046
-148
-2% -$4.18K
HYAC
397
DELISTED
Haymaker Acquisition Corp 4
HYAC
$191K ﹤0.01%
16,763
– –
ALISU
398
Calisa Acquisition Corp Units
ALISU
$173K ﹤0.01%
+16,590
New +$168K
ALF
399
Centurion Acquisition Corp
ALF
$164K ﹤0.01%
+15,400
New +$163K
CUB
400
Lionheart Holdings
CUB
$283M
$161K ﹤0.01%
+15,100
New +$160K
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
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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.