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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
+2.64%
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
$6.82B
AUM Growth
+$9.37M
Cap. Flow
-$75.6M
Cap. Flow %
-1.11%
Top 10 Hldgs %
42.17%
Holding
439
New
26
Increased
54
Reduced
199
Closed
19

Top Buys

Rank Stock Value
1
SN icon
SharkNinja
SN
+$53M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.1M
3
ARCC icon
Ares Capital
ARCC
+$11M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$8.39M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.16M

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$30.7M
2
NVDA icon
NVIDIA
NVDA
+$13.7M
3
UNH icon
UnitedHealth
UNH
+$12.7M
4
AAPL icon
Apple
AAPL
+$11.5M
5
EOG icon
EOG Resources
EOG
+$8.28M

Sector Composition

Rank Sector Weight
1 Technology 24.44%
2 Financials 20.94%
3 Consumer Discretionary 14.29%
4 Communication Services 8.05%
5 Healthcare 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FIGX
401
FIGX Capital Acquisition Corp
FIGX
$160K ﹤0.01%
+15,940
New +$160K
LAB icon
402
Standard BioTools
LAB
$326M
$160K ﹤0.01%
125,000
– –
MBVI
403
M3-Brigade Acquisition VI Corp
MBVI
$439M
$160K ﹤0.01%
+15,999
New +$161K
LEGT
404
DELISTED
Legato Merger Corp III
LEGT
$156K ﹤0.01%
14,300
– –
SOC icon
405
Sable Offshore Corp
SOC
$903M
$142K ﹤0.01%
+15,750
New +$149K
TWLVU
406
Twelve Seas Investment Company III Units
TWLVU
$135K ﹤0.01%
+13,610
New +$136K
SOUN icon
407
SoundHound AI
SOUN
$2.68B
$132K ﹤0.01%
13,200
– –
MKLY
408
McKinley Acquisition Corp
MKLY
$248M
$129K ﹤0.01%
+12,910
New +$128K
FRMI
409
Fermi Inc
FRMI
$4.72B
$120K ﹤0.01%
+15,000
New +$293K
INAC
410
Indigo Acquisition Corp
INAC
$152M
$108K ﹤0.01%
+10,730
New +$108K
FAC
411
Factorial Energy Inc
FAC
$547M
$104K ﹤0.01%
+10,100
New +$102K
BRBS icon
412
Blue Ridge Bankshares
BRBS
$311M
$85.4K ﹤0.01%
20,000
– –
AUR icon
413
Aurora
AUR
$11.7B
$46.1K ﹤0.01%
12,000
– –
PLUG icon
414
Plug Power
PLUG
$2.92B
$39.4K ﹤0.01%
20,000
– –
MGNX icon
415
MacroGenics
MGNX
$235M
$28.2K ﹤0.01%
17,543
– –
CHGG icon
416
Chegg
CHGG
$108M
$12.7K ﹤0.01%
13,688
– –
CAPNR
417
Cayson Acquisition Corp Right
CAPNR
$2.96K ﹤0.01%
+13,000
New +$2.51K
MKLYR
418
McKinley Acquisition Corp Rights
MKLYR
$1.68K ﹤0.01%
+12,910
New +$2.24K
IBACR
419
IB Acquisition Corp Right
IBACR
$1.53K ﹤0.01%
+19,576
New +$1.37K
INACR
420
Indigo Acquisition Corp Right
INACR
$1.4K ﹤0.01%
+10,730
New +$1.87K
ADSK icon
421
Autodesk
ADSK
$44.3B
– –
-735
Closed -$233K
BBCA icon
422
JPMorgan BetaBuilders Canada ETF
BBCA
$10.7B
– –
-3,487
Closed -$304K
BBJP icon
423
JPMorgan BetaBuilders Japan ETF
BBJP
$17.3B
– –
-3,403
Closed -$226K
CTAS icon
424
Cintas
CTAS
$82.4B
– –
-1,048
Closed -$215K
CTVA icon
425
Corteva
CTVA
$59.7B
– –
-3,902
Closed -$264K
14 15 16
17
18

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GT
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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 Q4 2025 Portfolio in Review

As of Q4 2025, Evercore Wealth Management held 439 positions worth $6.82B, up 0.14% from $6.81B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Evercore Wealth Management's Q4 2025 filing shows 26 new, 54 increased, 199 reduced and 19 closed positions. Its largest new stake was SharkNinja: 537,662 shares worth $60.2M. The largest sale was Fiserv Inc, an estimated $30.7M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q4 2025 buy was SharkNinja: 537,662 shares worth $60.2M.
  • Evercore Wealth Management added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $15.1M increase.
  • Evercore Wealth Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $13.7M.
  • Evercore Wealth Management fully exited Fiserv Inc in Q4 2025, selling an estimated $30.7M.
  • Evercore Wealth Management's ten largest holdings make up 42% of its $6.82B portfolio in Q4 2025.
  • Evercore Wealth Management opened 26 new positions and closed 19 in Q4 2025.
  • Evercore Wealth Management's portfolio value rose 0.14% quarter-over-quarter to $6.82B.

Based on Evercore Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.