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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
+13.55%
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
$7.07B
AUM Growth
+$708M
Cap. Flow
+$4.94M
Cap. Flow %
0.07%
Top 10 Hldgs %
39.19%
Holding
453
New
35
Increased
81
Reduced
176
Closed
20

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$86M
2
APH icon
Amphenol
APH
+$72.2M
3
NOW icon
ServiceNow
NOW
+$57.8M
4
CASY icon
Casey's General Stores
CASY
+$30.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$13.8M

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$44.9M
2
MELI icon
Mercado Libre
MELI
+$39.9M
3
FIX icon
Comfort Systems
FIX
+$39.8M
4
AMT icon
American Tower
AMT
+$28.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$25.8M

Sector Composition

Rank Sector Weight
1 Technology 23.48%
2 Financials 18.61%
3 Consumer Discretionary 14.63%
4 Miscellaneous 13.26%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHGG icon
426
Chegg
CHGG
$94.5M
$13.8K ﹤0.01%
13,688
– –
ALISR
427
Calisa Acquisition Corp Right
ALISR
$10.1K ﹤0.01%
16,590
– –
CAPNR
428
Cayson Acquisition Corp Right
CAPNR
$3.09K ﹤0.01%
13,000
– –
TDWDR
429
Tailwind 2.0 Acquisition Corp Rights
TDWDR
$2.9K ﹤0.01%
23,200
– –
MKLYR
430
McKinley Acquisition Corp Rights
MKLYR
$2.45K ﹤0.01%
12,910
– –
IBACR
431
IB Acquisition Corp Right
IBACR
$2.25K ﹤0.01%
19,576
– –
TWLVR
432
Twelve Seas Investment Co III Rights
TWLVR
$1.77K ﹤0.01%
+13,610
New +$2.11K
INACR
433
Indigo Acquisition Corp Right
INACR
$1.18K ﹤0.01%
10,730
– –
AUR icon
434
Aurora
AUR
$12.7B
– –
-12,000
Closed -$49.4K
BAM icon
435
Brookfield Asset Management
BAM
$80.8B
– –
-5,136
Closed -$228K
CE icon
436
Celanese
CE
$4.9B
– –
-3,195
Closed -$210K
EMN icon
437
Eastman Chemical
EMN
$8.14B
– –
-2,805
Closed -$214K
FDX icon
438
FedEx
FDX
$76.3B
– –
-616
Closed -$219K
FXI icon
439
iShares China Large-Cap ETF
FXI
$4.28B
– –
-7,000
Closed -$251K
GIS icon
440
General Mills
GIS
$20.5B
– –
-5,669
Closed -$211K
HOLX
441
DELISTED
Hologic
HOLX
– –
-3,465
Closed -$262K
KR icon
442
Kroger
KR
$35.9B
– –
-3,257
Closed -$236K
OKE icon
443
Oneok
OKE
$60.2B
– –
-2,292
Closed -$207K
PNR icon
444
Pentair
PNR
$9.61B
– –
-2,577
Closed -$224K
SOUN icon
445
SoundHound AI
SOUN
$2.99B
– –
-13,200
Closed -$90.7K
WTM icon
446
White Mountains Insurance
WTM
$5.02B
– –
-200
Closed -$439K
XOP icon
447
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$4.12B
– –
-1,586
Closed -$288K
LEGT
448
DELISTED
Legato Merger Corp III
LEGT
– –
-14,300
Closed -$157K
ETH
449
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.06B
– –
-10,550
Closed -$210K
ALF
450
Centurion Acquisition Corp
ALF
– –
-15,400
Closed -$166K
15 16 17
18
19

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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 Q2 2026 Portfolio in Review

As of Q2 2026, Evercore Wealth Management held 453 positions worth $7.07B, up 11% from $6.36B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q2 2026 filing shows 35 new, 81 increased, 176 reduced and 20 closed positions. Its largest new stake was Casey's General Stores: 37,619 shares worth $29.9M. The largest sale was Adobe, an estimated $44.9M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q2 2026 buy was Casey's General Stores: 37,619 shares worth $29.9M.
  • Evercore Wealth Management added most to Broadcom in Q2 2026, an estimated $86M increase.
  • Evercore Wealth Management's biggest Q2 2026 reduction was Adobe, cutting an estimated $44.9M.
  • Evercore Wealth Management fully exited White Mountains Insurance in Q2 2026, selling an estimated $439K.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $7.07B portfolio in Q2 2026.
  • Evercore Wealth Management opened 35 new positions and closed 20 in Q2 2026.
  • Evercore Wealth Management's portfolio value rose 11% quarter-over-quarter to $7.07B.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.