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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
(+0.14%)
Cap. Flow
-$75.6M
Cap. Flow
% of AUM
-1.11%
Top 10 Holdings %
Top 10 Hldgs %
42.17%
Holding
439
New
26
Increased
54
Reduced
199
Closed
19
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SharkNinja
SN
|
+$53M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$15.1M |
| 3 |
Ares Capital
ARCC
|
+$11M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$8.39M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$8.16M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FISV
Fiserv Inc
FISV
|
+$30.7M |
| 2 |
NVIDIA
NVDA
|
+$13.7M |
| 3 |
UnitedHealth
UNH
|
+$12.7M |
| 4 |
Apple
AAPL
|
+$11.5M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
Dominion Energy
D
$62.5B
| – | – |
-3,294
| Closed | -$201K |
|
427
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.28B
| – | – |
-4,854
| Closed | -$302K |
|
|
FISV
428
Fiserv Inc
FISV
$27.2B
| – | – |
-238,221
| Closed | -$30.7M |
|
|
GAM
429
General American Investors Company
GAM
$1.54B
| – | – |
-3,313
| Closed | -$206K |
|
430
Hubbell
HUBB
$25.7B
| – | – |
-653
| Closed | -$281K |
|
431
Labcorp
LH
$24.3B
| – | – |
-784
| Closed | -$225K |
|
|
NETD
432
DELISTED
Nabors Energy Transition Corp II
NETD
| – | – |
-11,596
| Closed | -$130K |
|
433
nVent Electric
NVT
$24.5B
| – | – |
-3,542
| Closed | -$349K |
|
434
First Trust Cloud Computing ETF
SKYY
$2.74B
| – | – |
-1,500
| Closed | -$202K |
|
435
SL Green Realty
SLG
$3.88B
| – | – |
-3,972
| Closed | -$238K |
|
436
Constellation Brands
STZ
$22.2B
| – | – |
-2,250
| Closed | -$303K |
|
437
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
| – | – |
-5,197
| Closed | -$312K |
|
438
WEX
WEX
$6.11B
| – | – |
-1,286
| Closed | -$203K |
|
439
John Wiley & Sons Class A
WLY
$2.52B
| – | – |
-5,060
| Closed | -$205K |
|
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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.