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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
LEGT
401
DELISTED
Legato Merger Corp III
LEGT
$157K ﹤0.01%
14,300
– –
JOBY icon
402
Joby Aviation
JOBY
$7.54B
$149K ﹤0.01%
17,994
– –
TWLVU
403
Twelve Seas Investment Company III Units
TWLVU
$136K ﹤0.01%
13,610
– –
MKLY
404
McKinley Acquisition Corp
MKLY
$248M
$129K ﹤0.01%
12,910
– –
MTAL.U
405
Metals Acquisition Corp II Units
MTAL.U
$127K ﹤0.01%
+12,630
New +$128K
LAB icon
406
Standard BioTools
LAB
$318M
$115K ﹤0.01%
125,000
– –
INAC
407
Indigo Acquisition Corp
INAC
$109K ﹤0.01%
10,730
– –
SOUN icon
408
SoundHound AI
SOUN
$2.81B
$90.7K ﹤0.01%
13,200
– –
MGNX icon
409
MacroGenics
MGNX
$270M
$50.7K ﹤0.01%
17,543
– –
AUR icon
410
Aurora
AUR
$12.9B
$49.4K ﹤0.01%
12,000
– –
PLUG icon
411
Plug Power
PLUG
$3.11B
$45.2K ﹤0.01%
20,000
– –
CHGG icon
412
Chegg
CHGG
$101M
$10.1K ﹤0.01%
13,688
– –
ALISR
413
Calisa Acquisition Corp Right
ALISR
$9.12K ﹤0.01%
+16,590
New +$9.25K
TDWDR
414
Tailwind 2.0 Acquisition Corp Rights
TDWDR
$3.25K ﹤0.01%
+23,200
New +$4.02K
CAPNR
415
Cayson Acquisition Corp Right
CAPNR
$2.34K ﹤0.01%
13,000
– –
IBACR
416
IB Acquisition Corp Right
IBACR
$2.15K ﹤0.01%
19,576
– –
MKLYR
417
McKinley Acquisition Corp Rights
MKLYR
$1.55K ﹤0.01%
12,910
– –
INACR
418
Indigo Acquisition Corp Right
INACR
$1.29K ﹤0.01%
10,730
– –
A icon
419
Agilent Technologies
A
$37.7B
– –
-1,508
Closed -$205K
ALNY icon
420
Alnylam Pharmaceuticals
ALNY
$35.7B
– –
-600
Closed -$239K
BIP icon
421
Brookfield Infrastructure Partners
BIP
$18.5B
– –
-6,896
Closed -$240K
BRBS icon
422
Blue Ridge Bankshares
BRBS
$304M
– –
-20,000
Closed -$85.4K
BSX icon
423
Boston Scientific
BSX
$63.9B
– –
-3,210
Closed -$306K
BWA icon
424
BorgWarner
BWA
$13.1B
– –
-36,221
Closed -$1.63M
ELV icon
425
Elevance Health
ELV
$84.4B
– –
-579
Closed -$203K
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 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.