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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
COST icon
26
Costco
COST
$406B
$93.1M 1.32%
99,506
-613
-0.6% -$611K
AVGO icon
27
Broadcom
AVGO
$1.7T
$93.1M 1.32%
246,351
+214,466
+673% +$86M
UBER icon
28
Uber
UBER
$155B
$88M 1.25%
1,219,547
+63,515
+5% +$4.66M
SPY icon
29
State Street SPDR S&P 500 ETF Trust
SPY
$814B
$86.8M 1.23%
116,201
+527
+0.5% +$382K
SPOT icon
30
Spotify
SPOT
$112B
$77.2M 1.09%
168,103
+16,721
+11% +$7.97M
EOG icon
31
EOG Resources
EOG
$76.2B
$75.7M 1.07%
583,553
+34,350
+6% +$4.68M
CROX icon
32
Crocs
CROX
$5.63B
$71.8M 1.02%
594,858
-43,289
-7% -$4.73M
BLDR icon
33
Builders FirstSource
BLDR
$7.08B
$68.8M 0.97%
769,146
-33,572
-4% -$2.68M
PGR icon
34
Progressive
PGR
$127B
$67.4M 0.95%
308,477
-8,893
-3% -$1.79M
VEU icon
35
Vanguard FTSE All-World ex-US ETF
VEU
$71.3B
$61.6M 0.87%
735,314
+134,150
+22% +$11M
IVV icon
36
iShares Core S&P 500 ETF
IVV
$875B
$60.5M 0.86%
80,729
+788
+1% +$574K
NOW icon
37
ServiceNow
NOW
$146B
$58.5M 0.83%
589,067
+584,037
+11,611% +$57.8M
ARCC icon
38
Ares Capital
ARCC
$14.4B
$55.7M 0.79%
3,007,303
-113,705
-4% -$2.12M
DXJ icon
39
WisdomTree Japan Hedged Equity Fund
DXJ
$7.32B
$53.9M 0.76%
310,765
+3,141
+1% +$528K
IAU icon
40
iShares Gold Trust
IAU
$65.8B
$47.4M 0.67%
627,964
+7,332
+1% +$622K
JAAA icon
41
Janus Henderson AAA CLO ETF
JAAA
$30.4B
$44.6M 0.63%
883,494
+107,943
+14% +$5.46M
TJX icon
42
TJX Companies
TJX
$145B
$39.2M 0.55%
258,499
-13,431
-5% -$2.12M
GLDM icon
43
SPDR Gold MiniShares Trust
GLDM
$32.2B
$34.8M 0.49%
438,275
+43,406
+11% +$3.88M
JNJ icon
44
Johnson & Johnson
JNJ
$663B
$33M 0.47%
130,109
-3,013
-2% -$702K
SHW icon
45
Sherwin-Williams
SHW
$81B
$31.9M 0.45%
92,530
-2,952
-3% -$943K
LLY icon
46
Eli Lilly
LLY
$1.02T
$30.9M 0.44%
25,798
-1,256
-5% -$1.28M
AMT icon
47
American Tower
AMT
$81.9B
$30.4M 0.43%
185,707
-160,443
-46% -$28.9M
CASY icon
48
Casey's General Stores
CASY
$28B
$29.9M 0.42%
+37,619
New +$30.3M
UNH icon
49
UnitedHealth
UNH
$356B
$28.6M 0.4%
68,844
-15,816
-19% -$5.86M
IWF icon
50
iShares Russell 1000 Growth ETF
IWF
$126B
$28.6M 0.4%
230,399
-8,569
-4% -$1.03M
1
2
3 4 5

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HPG
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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.