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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
+10.24%
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
$6.81B
AUM Growth
+$383M
Cap. Flow
-$153M
Cap. Flow %
-2.24%
Top 10 Hldgs %
41.5%
Holding
427
New
21
Increased
73
Reduced
186
Closed
14

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$55.5M
2
ARCC icon
Ares Capital
ARCC
+$16.1M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$13.5M
5
PGR icon
Progressive
PGR
+$10.5M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$75.6M
2
ACN icon
Accenture
ACN
+$55.6M
3
UNH icon
UnitedHealth
UNH
+$49.7M
4
FISV
Fiserv Inc
FISV
+$13.1M
5
NVDA icon
NVIDIA
NVDA
+$13M

Sector Composition

Rank Sector Weight
1 Technology 26.05%
2 Financials 21.13%
3 Consumer Discretionary 14.37%
4 Miscellaneous 10.31%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
D icon
401
Dominion Energy
D
$56.2B
$201K ﹤0.01%
+3,294
New +$196K
NUE icon
402
Nucor
NUE
$58.7B
$201K ﹤0.01%
+1,486
New +$210K
SCHA icon
403
Schwab U.S Small- Cap ETF
SCHA
$22B
$201K ﹤0.01%
+7,194
New +$192K
HYAC
404
DELISTED
Haymaker Acquisition Corp 4
HYAC
$190K ﹤0.01%
16,763
-1,017
-6% -$11.4K
LAB icon
405
Standard BioTools
LAB
$271M
$163K ﹤0.01%
125,000
– –
LEGT
406
DELISTED
Legato Merger Corp III
LEGT
$154K ﹤0.01%
14,300
– –
ROIV icon
407
Roivant Sciences
ROIV
$28.5B
$151K ﹤0.01%
10,000
– –
NETD
408
DELISTED
Nabors Energy Transition Corp II
NETD
$130K ﹤0.01%
11,596
-2,097
-15% -$23.5K
BRBS icon
409
Blue Ridge Bankshares
BRBS
$360M
$84.6K ﹤0.01%
20,000
– –
AUR icon
410
Aurora
AUR
$12.9B
$64.7K ﹤0.01%
+12,000
New +$70.4K
PLUG icon
411
Plug Power
PLUG
$2.86B
$46.6K ﹤0.01%
20,000
– –
MGNX icon
412
MacroGenics
MGNX
$257M
$29.5K ﹤0.01%
17,543
– –
CHGG icon
413
Chegg
CHGG
$82.4M
$20.7K ﹤0.01%
13,688
– –
ANSS
414
DELISTED
Ansys
ANSS
– –
-215,284
Closed -$75.6M
BALL icon
415
Ball Corp
BALL
$16.1B
– –
-6,183
Closed -$347K
BAX icon
416
Baxter International
BAX
$12.3B
– –
-6,711
Closed -$203K
CE icon
417
Celanese
CE
$5.18B
– –
-4,300
Closed -$238K
ELV icon
418
Elevance Health
ELV
$90.6B
– –
-596
Closed -$232K
EMN icon
419
Eastman Chemical
EMN
$7.53B
– –
-3,385
Closed -$253K
EPI icon
420
WisdomTree India Earnings Fund ETF
EPI
$1.95B
– –
-4,475
Closed -$212K
NVR icon
421
NVR
NVR
$16.7B
– –
-29
Closed -$214K
OKE icon
422
Oneok
OKE
$59.7B
– –
-2,739
Closed -$224K
ROOT icon
423
Root
ROOT
$830M
– –
-2,145
Closed -$274K
SNOW icon
424
Snowflake
SNOW
$114B
– –
-1,326
Closed -$297K
TTD icon
425
Trade Desk
TTD
$7.05B
– –
-3,593
Closed -$259K
14 15 16
17
18

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AS
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AC
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HPG
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AACR
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TCM
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Evercore Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Evercore Wealth Management held 427 positions worth $6.81B, up 6% from $6.43B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Evercore Wealth Management's Q3 2025 filing shows 21 new, 73 increased, 186 reduced and 14 closed positions. Its largest new stake was Mercado Libre: 23,137 shares worth $54.1M. The largest sale was Ansys, an estimated $75.6M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q3 2025 buy was Mercado Libre: 23,137 shares worth $54.1M.
  • Evercore Wealth Management added most to Ares Capital in Q3 2025, an estimated $16.1M increase.
  • Evercore Wealth Management's biggest Q3 2025 reduction was Accenture, cutting an estimated $55.6M.
  • Evercore Wealth Management fully exited Ansys in Q3 2025, selling an estimated $75.6M.
  • Evercore Wealth Management's ten largest holdings make up 41% of its $6.81B portfolio in Q3 2025.
  • Evercore Wealth Management opened 21 new positions and closed 14 in Q3 2025.
  • Evercore Wealth Management's portfolio value rose 6% quarter-over-quarter to $6.81B.

Based on Evercore Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.