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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
Cap. Flow
-$131M
Cap. Flow %
-2.06%
Top 10 Hldgs %
39.23%
Holding
439
New
19
Increased
53
Reduced
190
Closed
21

Top Buys

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$75.7M
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$16.9M
3
SN icon
SharkNinja
SN
+$15.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
PGR icon
Progressive
PGR
+$8.28M

Top Sells

Rank Stock Value
1
CDW icon
CDW
CDW
+$56.4M
2
FIX icon
Comfort Systems
FIX
+$26.6M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$20.6M
4
AAPL icon
Apple
AAPL
+$18.8M
5
JPM icon
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
SPY icon
26
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$75.2M 1.18%
115,674
-874
-0.7% -$594K
VOO icon
27
Vanguard S&P 500 ETF
VOO
$981B
$75M 1.18%
125,464
+16,815
+15% +$10.5M
SPOT icon
28
Spotify
SPOT
$98.2B
$73.4M 1.15%
151,382
+150,896
+31,049% +$75.7M
SN icon
29
SharkNinja
SN
$20.7B
$71M 1.12%
670,411
+132,749
+25% +$15.5M
BLDR icon
30
Builders FirstSource
BLDR
$7.68B
$66.1M 1.04%
802,718
-16,700
-2% -$1.78M
PGR icon
31
Progressive
PGR
$119B
$62.9M 0.99%
317,370
+40,117
+14% +$8.28M
AMT icon
32
American Tower
AMT
$77.4B
$59.7M 0.94%
346,150
-11,366
-3% -$2.05M
ARCC icon
33
Ares Capital
ARCC
$13.5B
$56.2M 0.88%
3,121,008
+182,651
+6% +$3.54M
IAU icon
34
iShares Gold Trust
IAU
$64.2B
$54.7M 0.86%
620,632
-5,087
-0.8% -$467K
CROX icon
35
Crocs
CROX
$6.76B
$53M 0.83%
638,147
-127
-0% -$10.9K
IVV icon
36
iShares Core S&P 500 ETF
IVV
$887B
$52.2M 0.82%
79,941
+1,331
+2% +$909K
ADBE icon
37
Adobe
ADBE
$87.3B
$49.3M 0.78%
202,873
-7,760
-4% -$2.15M
DXJ icon
38
WisdomTree Japan Hedged Equity Fund
DXJ
$7.2B
$48.8M 0.77%
307,624
+17,963
+6% +$2.84M
MELI icon
39
Mercado Libre
MELI
$91.3B
$46M 0.72%
26,601
+2,992
+13% +$5.77M
VEU icon
40
Vanguard FTSE All-World ex-US ETF
VEU
$66.5B
$45.1M 0.71%
601,164
+217,918
+57% +$16.9M
TJX icon
41
TJX Companies
TJX
$171B
$43.4M 0.68%
271,930
-34,147
-11% -$5.32M
JAAA icon
42
Janus Henderson AAA CLO ETF
JAAA
$29.1B
$39.1M 0.61%
775,551
+65,964
+9% +$3.34M
GLDM icon
43
SPDR Gold MiniShares Trust
GLDM
$28B
$36.6M 0.58%
394,869
+40,971
+12% +$3.95M
JNJ icon
44
Johnson & Johnson
JNJ
$614B
$32.5M 0.51%
133,122
-23,197
-15% -$5.4M
GLD icon
45
SPDR Gold Trust
GLD
$133B
$31.1M 0.49%
72,330
-1,504
-2% -$674K
SHW icon
46
Sherwin-Williams
SHW
$79.3B
$30.6M 0.48%
95,482
-3,336
-3% -$1.15M
CVX icon
47
Chevron
CVX
$385B
$29.9M 0.47%
144,505
-9,445
-6% -$1.72M
IWF icon
48
iShares Russell 1000 Growth ETF
IWF
$125B
$25.5M 0.4%
238,968
-7,736
-3% -$878K
LLY icon
49
Eli Lilly
LLY
$1.04T
$24.9M 0.39%
27,054
-7,792
-22% -$7.9M
UNH icon
50
UnitedHealth
UNH
$394B
$22.9M 0.36%
84,660
-23,350
-22% -$6.95M
1
2
3 4 5

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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.