Evercore Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Uber
UBER
|
+$71.2M |
| 2 |
Progressive
PGR
|
+$56.7M |
| 3 |
Comfort Systems
FIX
|
+$51M |
| 4 |
Viking Holdings
VIK
|
+$16.7M |
| 5 |
NVIDIA
NVDA
|
+$13.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Abbott
ABT
|
+$80.2M |
| 2 |
McDonald's
MCD
|
+$67M |
| 3 |
BorgWarner
BWA
|
+$33.7M |
| 4 |
Celanese
CE
|
+$25.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
Northrop Grumman
NOC
$75.5B
| – | – |
-436
| Closed | -$205K |
|
427
Pinterest
PINS
$10.6B
| – | – |
-9,050
| Closed | -$262K |
|
428
Quanta Services
PWR
$92.2B
| – | – |
-689
| Closed | -$218K |
|
429
Rocket Lab Corp
RKLB
$40.6B
| – | – |
-9,495
| Closed | -$242K |
|
430
Schwab US Mid-Cap ETF
SCHM
$14.5B
| – | – |
-7,335
| Closed | -$203K |
|
431
VanEck Semiconductor ETF
SMH
$67.1B
| – | – |
-1,600
| Closed | -$387K |
|
432
Snowflake
SNOW
$114B
| – | – |
-1,326
| Closed | -$205K |
|
433
SoFi Technologies
SOFI
$22B
| – | – |
-25,000
| Closed | -$385K |
|
434
Vanguard Russell 2000 ETF
VTWO
$16.8B
| – | – |
-3,122
| Closed | -$279K |
|
435
Williams-Sonoma
WSM
$26.1B
| – | – |
-1,256
| Closed | -$233K |
|
|
SW
436
Smurfit Westrock
SW
$22.9B
| – | – |
-4,195
| Closed | -$226K |
|
|
AMTM
437
Amentum Holdings
AMTM
$4.92B
| – | – |
-12,399
| Closed | -$261K |
|
|
CAPNR
438
Cayson Acquisition Corp Right
CAPNR
| – | – |
-13,000
| Closed | -$1.56K |
|
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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.