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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
CWB icon
401
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.64B
$203K ﹤0.01%
+1,882
New +$195K
IYW icon
402
iShares US Technology ETF
IYW
$25.1B
$202K ﹤0.01%
+800
New +$184K
VSS icon
403
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12.1B
$201K ﹤0.01%
+1,304
New +$205K
SJM icon
404
J.M. Smucker
SJM
$13.5B
$200K ﹤0.01%
+1,780
New +$181K
ACHR icon
405
Archer Aviation
ACHR
$4.4B
$183K ﹤0.01%
38,750
– –
HODL icon
406
VanEck Bitcoin Trust
HODL
$1.33B
$183K ﹤0.01%
11,000
– –
CGCFU
407
Cartesian Growth Corporation IV Unit
CGCFU
$249M
$169K ﹤0.01%
+16,900
New +$169K
ALIS
408
Calisa Acquisition Corp
ALIS
$86.8M
$168K ﹤0.01%
16,590
– –
BIDWU
409
Tribeca Strategic Acquisition Corp Unit
BIDWU
$167K ﹤0.01%
+16,800
New +$168K
KCA.U
410
Kensington Capital Acquisition Corp VI New Units
KCA.U
$166K ﹤0.01%
+16,588
New +$166K
FIGX
411
FIGX Capital Acquisition Corp
FIGX
$200M
$163K ﹤0.01%
15,940
– –
CUB
412
Lionheart Holdings
CUB
$285M
$163K ﹤0.01%
15,100
– –
PCT icon
413
PureCycle Technologies
PCT
$1.28B
$162K ﹤0.01%
20,000
-80,000
-80% -$717K
MBVI
414
M3-Brigade Acquisition VI Corp
MBVI
$441M
$162K ﹤0.01%
15,999
– –
JOBY icon
415
Joby Aviation
JOBY
$6.67B
$161K ﹤0.01%
17,994
– –
APMCU
416
AmperCap Acquisition Co Unit
APMCU
$131M
$139K ﹤0.01%
+13,850
New +$138K
TWLV
417
Twelve Seas Investment Co III
TWLV
$136K ﹤0.01%
+13,610
New +$136K
MKLY
418
McKinley Acquisition Corp
MKLY
$250M
$131K ﹤0.01%
12,910
– –
ISNRU
419
Snow Rothschild Acquisition Corp Units
ISNRU
$130K ﹤0.01%
+12,950
New +$130K
MTAL
420
Metals Acquisition Corp II
MTAL
$128K ﹤0.01%
+12,630
New +$128K
INAC
421
Indigo Acquisition Corp
INAC
$110K ﹤0.01%
10,730
– –
LAB icon
422
Standard BioTools
LAB
$269M
$103K ﹤0.01%
125,000
– –
MGNX icon
423
MacroGenics
MGNX
$280M
$81K ﹤0.01%
17,543
– –
SOC icon
424
Sable Offshore Corp
SOC
$909M
$63.9K ﹤0.01%
20,750
– –
PLUG icon
425
Plug Power
PLUG
$3.03B
$54.2K ﹤0.01%
20,000
– –
15 16
17
18 19

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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.