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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
-2.57%
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
$6.22B
AUM Growth
-$451M
Cap. Flow
-$199M
Cap. Flow %
-3.19%
Top 10 Hldgs %
37.4%
Holding
438
New
21
Increased
38
Reduced
231
Closed
22

Top Buys

Rank Stock Value
1
UBER icon
Uber
UBER
+$71.2M
2
PGR icon
Progressive
PGR
+$56.7M
3
FIX icon
Comfort Systems
FIX
+$51M
4
VIK icon
Viking Holdings
VIK
+$16.7M
5
NVDA icon
NVIDIA
NVDA
+$13.5M

Top Sells

Rank Stock Value
1
ABT icon
Abbott
ABT
+$80.2M
2
MCD icon
McDonald's
MCD
+$67M
3
BWA icon
BorgWarner
BWA
+$33.7M
4
CE icon
Celanese
CE
+$25.7M
5
STZ icon
Constellation Brands
STZ
+$20.6M

Sector Composition

Rank Sector Weight
1 Technology 25.89%
2 Financials 20.36%
3 Consumer Discretionary 14.59%
4 Miscellaneous 8.84%
5 Healthcare 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HYAC
401
DELISTED
Haymaker Acquisition Corp 4
HYAC
$195K ﹤0.01%
17,780
– –
ALF
402
Centurion Acquisition Corp
ALF
$158K ﹤0.01%
15,400
– –
LEGT
403
DELISTED
Legato Merger Corp III
LEGT
$150K ﹤0.01%
14,300
– –
RIOT icon
404
Riot Platforms
RIOT
$7.39B
$142K ﹤0.01%
+20,000
New +$207K
ANSC
405
DELISTED
Agriculture & Natural Solutions Acquisition Corp
ANSC
$135K ﹤0.01%
12,689
– –
LAB icon
406
Standard BioTools
LAB
$271M
$135K ﹤0.01%
125,000
– –
CAPN
407
Cayson Acquisition Corp
CAPN
$59.4M
$133K ﹤0.01%
13,000
– –
WLAC
408
DELISTED
Willow Lane Acquisition Corp
WLAC
$128K ﹤0.01%
+12,800
New +$127K
WBA
409
DELISTED
Walgreens Boots Alliance
WBA
$116K ﹤0.01%
10,408
-383
-4% -$4.16K
SOUN icon
410
SoundHound AI
SOUN
$2.73B
$107K ﹤0.01%
+13,200
New +$165K
DYNC
411
Dynamix Corp
DYNC
$241M
$102K ﹤0.01%
+10,270
New +$101K
ROIV icon
412
Roivant Sciences
ROIV
$28.5B
$101K ﹤0.01%
10,000
– –
BRBS icon
413
Blue Ridge Bankshares
BRBS
$360M
$65.2K ﹤0.01%
+20,000
New +$68.3K
PLUG icon
414
Plug Power
PLUG
$2.86B
$27K ﹤0.01%
20,000
– –
MGNX icon
415
MacroGenics
MGNX
$257M
$22.3K ﹤0.01%
17,543
– –
CHGG icon
416
Chegg
CHGG
$82.4M
$8.75K ﹤0.01%
13,688
– –
AEP icon
417
American Electric Power
AEP
$65.7B
– –
-3,918
Closed -$361K
AMR icon
418
Alpha Metallurgical Resources
AMR
$2.39B
– –
-2,500
Closed -$500K
BLND icon
419
Blend Labs
BLND
$322M
– –
-11,190
Closed -$47.1K
CRWD icon
420
CrowdStrike
CRWD
$248B
– –
-4,060
Closed -$347K
DTD icon
421
WisdomTree US Total Dividend Fund
DTD
$1.64B
– –
-15,781
Closed -$1.2M
EPI icon
422
WisdomTree India Earnings Fund ETF
EPI
$1.95B
– –
-4,475
Closed -$203K
EW icon
423
Edwards Lifesciences
EW
$49.4B
– –
-2,705
Closed -$200K
FDX icon
424
FedEx
FDX
$73B
– –
-1,362
Closed -$383K
GSAT icon
425
Globalstar
GSAT
$10.6B
– –
-2,667
Closed -$82.8K
14 15 16
17
18

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CIS
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AS
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AC
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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 Q1 2025 Portfolio in Review

As of Q1 2025, Evercore Wealth Management held 438 positions worth $6.22B, down 6.8% from $6.68B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Evercore Wealth Management withdrew a net $199M in Q1 2025, closing 22 positions and reducing 231 holdings. Its most notable exit was WisdomTree US Total Dividend Fund, an estimated $1.2M position sold in full.

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

Against the trend, Evercore Wealth Management opened a new position in Comfort Systems worth $40.8M.

  • Evercore Wealth Management's largest Q1 2025 buy was Comfort Systems: 126,533 shares worth $40.8M.
  • Evercore Wealth Management added most to Uber in Q1 2025, an estimated $71.2M increase.
  • Evercore Wealth Management's biggest Q1 2025 reduction was Abbott, cutting an estimated $80.2M.
  • Evercore Wealth Management fully exited WisdomTree US Total Dividend Fund in Q1 2025, selling an estimated $1.2M.
  • Evercore Wealth Management's ten largest holdings make up 37% of its $6.22B portfolio in Q1 2025.
  • Evercore Wealth Management opened 21 new positions and closed 22 in Q1 2025.
  • Evercore Wealth Management's portfolio value fell 6.8% quarter-over-quarter to $6.22B.

Based on Evercore Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.