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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
+1.97%
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
$6.68B
AUM Growth
+$9.06M
Cap. Flow
+$13M
Cap. Flow %
0.2%
Top 10 Hldgs %
38.9%
Holding
441
New
24
Increased
81
Reduced
150
Closed
24

Top Buys

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$54.6M
2
VIK icon
Viking Holdings
VIK
+$51.8M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$12.2M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$8.8M
5
CROX icon
Crocs
CROX
+$7.07M

Top Sells

Rank Stock Value
1
CVX icon
Chevron
CVX
+$22.3M
2
CE icon
Celanese
CE
+$21.2M
3
MCD icon
McDonald's
MCD
+$13.4M
4
BX icon
Blackstone
BX
+$12.6M
5
CBRE icon
CBRE Group
CBRE
+$9.91M

Sector Composition

Rank Sector Weight
1 Technology 26.18%
2 Financials 18.95%
3 Consumer Discretionary 15.48%
4 Healthcare 8.41%
5 Miscellaneous 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
D icon
401
Dominion Energy
D
$56.2B
$203K ﹤0.01%
3,762
-1,401
-27% -$79.9K
EPI icon
402
WisdomTree India Earnings Fund ETF
EPI
$1.95B
$203K ﹤0.01%
4,475
– –
EW icon
403
Edwards Lifesciences
EW
$49.4B
$200K ﹤0.01%
+2,705
New +$189K
HYAC
404
DELISTED
Haymaker Acquisition Corp 4
HYAC
$191K ﹤0.01%
17,780
– –
JOBY icon
405
Joby Aviation
JOBY
$6.09B
$183K ﹤0.01%
22,492
– –
ALF
406
Centurion Acquisition Corp
ALF
$156K ﹤0.01%
+15,400
New +$155K
LEGT
407
DELISTED
Legato Merger Corp III
LEGT
$147K ﹤0.01%
14,300
– –
ANSC
408
DELISTED
Agriculture & Natural Solutions Acquisition Corp
ANSC
$133K ﹤0.01%
12,689
– –
CAPN
409
Cayson Acquisition Corp
CAPN
$59.4M
$131K ﹤0.01%
+13,000
New +$130K
ROIV icon
410
Roivant Sciences
ROIV
$28.5B
$118K ﹤0.01%
10,000
– –
WBA
411
DELISTED
Walgreens Boots Alliance
WBA
$101K ﹤0.01%
10,791
– –
GSAT icon
412
Globalstar
GSAT
$10.6B
$82.8K ﹤0.01%
2,667
– –
MGNX icon
413
MacroGenics
MGNX
$257M
$57K ﹤0.01%
17,543
– –
BLND icon
414
Blend Labs
BLND
$322M
$47.1K ﹤0.01%
11,190
– –
PLUG icon
415
Plug Power
PLUG
$2.86B
$42.6K ﹤0.01%
20,000
– –
CHGG icon
416
Chegg
CHGG
$82.4M
$22K ﹤0.01%
13,688
– –
CAPNR
417
Cayson Acquisition Corp Right
CAPNR
$1.56K ﹤0.01%
+13,000
New +$1.57K
ACU icon
418
Acme United Corp
ACU
$235M
– –
-5,100
Closed -$212K
AGG icon
419
iShares Core US Aggregate Bond ETF
AGG
$137B
– –
-2,045
Closed -$207K
CMG icon
420
Chipotle Mexican Grill
CMG
$44.1B
– –
-4,209
Closed -$243K
CNI icon
421
Canadian National Railway
CNI
$73.7B
– –
-1,883
Closed -$221K
CP icon
422
Canadian Pacific Kansas City
CP
$78.3B
– –
-2,651
Closed -$227K
CRL icon
423
Charles River Laboratories
CRL
$13B
– –
-5,000
Closed -$985K
CTAS icon
424
Cintas
CTAS
$79.6B
– –
-1,048
Closed -$216K
CVS icon
425
CVS Health
CVS
$121B
– –
-30,246
Closed -$1.9M
14 15 16
17
18

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Evercore Wealth Management's Q4 2024 Portfolio in Review

As of Q4 2024, Evercore Wealth Management held 441 positions worth $6.68B, up 0.14% from $6.67B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q4 2024 filing shows 24 new, 81 increased, 150 reduced and 24 closed positions. Its largest new stake was Fiserv Inc: 267,653 shares worth $55M. The largest sale was Chevron, an estimated $22.3M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q4 2024 buy was Fiserv Inc: 267,653 shares worth $55M.
  • Evercore Wealth Management added most to State Street Health Care Select Sector SPDR ETF in Q4 2024, an estimated $12.2M increase.
  • Evercore Wealth Management's biggest Q4 2024 reduction was Chevron, cutting an estimated $22.3M.
  • Evercore Wealth Management fully exited CVS Health in Q4 2024, selling an estimated $1.9M.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $6.68B portfolio in Q4 2024.
  • Evercore Wealth Management opened 24 new positions and closed 24 in Q4 2024.
  • Evercore Wealth Management's portfolio value rose 0.14% quarter-over-quarter to $6.68B.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.