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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
-2.93%
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
$6.36B
AUM Growth
-$464M
(-6.8%)
Cap. Flow
-$131M
Cap. Flow
% of AUM
-2.06%
Top 10 Holdings %
Top 10 Hldgs %
39.23%
Holding
439
New
19
Increased
53
Reduced
190
Closed
21
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Spotify
SPOT
|
+$75.7M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$16.9M |
| 3 |
SharkNinja
SN
|
+$15.5M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$10.5M |
| 5 |
Progressive
PGR
|
+$8.28M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CDW
CDW
|
+$56.4M |
| 2 |
Comfort Systems
FIX
|
+$26.6M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$20.6M |
| 4 |
Apple
AAPL
|
+$18.8M |
| 5 |
JPMorgan Chase
JPM
|
+$16.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.23% |
| 2 | Financials | 19.58% |
| 3 | Consumer Discretionary | 14.7% |
| 4 | Communication Services | 8.59% |
| 5 | Industrials | 6.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
WisdomTree India Earnings Fund ETF
EPI
$2.03B
| – | – |
-4,475
| Closed | -$207K |
|
427
Equity Residential
EQR
$25.5B
| – | – |
-3,421
| Closed | -$216K |
|
428
First Solar
FSLR
$22.6B
| – | – |
-783
| Closed | -$205K |
|
|
HYAC
429
DELISTED
Haymaker Acquisition Corp 4
HYAC
| – | – |
-16,763
| Closed | -$191K |
|
430
Samsara
IOT
$19.6B
| – | – |
-25,215
| Closed | -$894K |
|
431
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$40.1B
| – | – |
-5,000
| Closed | -$291K |
|
432
MetLife
MET
$60.1B
| – | – |
-2,570
| Closed | -$203K |
|
433
Riot Platforms
RIOT
$8.86B
| – | – |
-20,000
| Closed | -$253K |
|
434
Roivant Sciences
ROIV
$25B
| – | – |
-10,000
| Closed | -$217K |
|
435
AT&T
T
$159B
| – | – |
-8,710
| Closed | -$216K |
|
436
Xylem
XYL
$27.7B
| – | – |
-1,639
| Closed | -$223K |
|
|
EXE
437
Expand Energy Corp
EXE
$22B
| – | – |
-5,028
| Closed | -$555K |
|
|
FAC
438
Factorial Energy Inc
FAC
$599M
| – | – |
-10,100
| Closed | -$104K |
|
|
ALISU
439
Calisa Acquisition Corp Units
ALISU
$67.9M
| – | – |
-16,590
| Closed | -$173K |
|
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Evercore Wealth Management's Q1 2026 Portfolio in Review
As of Q1 2026, Evercore Wealth Management held 439 positions worth $6.36B, down 6.8% from $6.82B the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Evercore Wealth Management's Q1 2026 filing shows 19 new, 53 increased, 190 reduced and 21 closed positions. Its largest new stake was Voyager Technologies: 63,494 shares worth $1.49M. The largest sale was CDW, an estimated $56.4M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Consumer Discretionary.
- Evercore Wealth Management's largest Q1 2026 buy was Voyager Technologies: 63,494 shares worth $1.49M.
- Evercore Wealth Management added most to Spotify in Q1 2026, an estimated $75.7M increase.
- Evercore Wealth Management's biggest Q1 2026 reduction was CDW, cutting an estimated $56.4M.
- Evercore Wealth Management fully exited BorgWarner in Q1 2026, selling an estimated $1.63M.
- Evercore Wealth Management's ten largest holdings make up 39% of its $6.36B portfolio in Q1 2026.
- Evercore Wealth Management opened 19 new positions and closed 21 in Q1 2026.
- Evercore Wealth Management's portfolio value fell 6.8% quarter-over-quarter to $6.36B.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.