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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
Cap. Flow
-$75.6M
Cap. Flow %
-1.11%
Top 10 Hldgs %
42.17%
Holding
439
New
26
Increased
54
Reduced
199
Closed
19

Top Buys

Rank Stock Value
1
SN icon
SharkNinja
SN
+$53M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.1M
3
ARCC icon
Ares Capital
ARCC
+$11M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$8.39M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.16M

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$30.7M
2
NVDA icon
NVIDIA
NVDA
+$13.7M
3
UNH icon
UnitedHealth
UNH
+$12.7M
4
AAPL icon
Apple
AAPL
+$11.5M
5
EOG icon
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
ADBE icon
26
Adobe
ADBE
$89.5B
$73.7M 1.08%
210,633
+3,607
+2% +$1.23M
VOO icon
27
Vanguard S&P 500 ETF
VOO
$968B
$68.1M 1%
108,649
+24,272
+29% +$15.1M
PGR icon
28
Progressive
PGR
$124B
$63.1M 0.93%
277,253
-34,491
-11% -$7.79M
AMT icon
29
American Tower
AMT
$77.7B
$62.8M 0.92%
357,516
-39,284
-10% -$7.15M
CDW icon
30
CDW
CDW
$17.1B
$62.3M 0.91%
457,544
-43,597
-9% -$6.43M
SN icon
31
SharkNinja
SN
$21B
$60.2M 0.88%
+537,662
New +$53M
ARCC icon
32
Ares Capital
ARCC
$13.5B
$59.4M 0.87%
2,938,357
+547,071
+23% +$11M
EOG icon
33
EOG Resources
EOG
$78B
$58M 0.85%
552,254
-77,118
-12% -$8.28M
CROX icon
34
Crocs
CROX
$6.69B
$54.6M 0.8%
638,274
-97,955
-13% -$8.19M
GNRC icon
35
Generac Holdings
GNRC
$11.9B
$53.9M 0.79%
395,015
-8,489
-2% -$1.37M
IVV icon
36
iShares Core S&P 500 ETF
IVV
$876B
$53.8M 0.79%
78,610
+12,016
+18% +$8.16M
IAU icon
37
iShares Gold Trust
IAU
$63B
$50.8M 0.74%
625,719
+6,224
+1% +$487K
MELI icon
38
Mercado Libre
MELI
$91.3B
$47.6M 0.7%
23,609
+472
+2% +$991K
TJX icon
39
TJX Companies
TJX
$170B
$47M 0.69%
306,077
-32,317
-10% -$4.78M
DXJ icon
40
WisdomTree Japan Hedged Equity Fund
DXJ
$7.23B
$41.8M 0.61%
289,661
-8,211
-3% -$1.13M
LLY icon
41
Eli Lilly
LLY
$1.07T
$37.4M 0.55%
34,846
+503
+1% +$481K
JAAA icon
42
Janus Henderson AAA CLO ETF
JAAA
$29.1B
$35.9M 0.53%
709,587
+95,259
+16% +$4.82M
UNH icon
43
UnitedHealth
UNH
$382B
$35.7M 0.52%
108,010
-37,525
-26% -$12.7M
ACN icon
44
Accenture
ACN
$89.9B
$35.6M 0.52%
132,792
-17,545
-12% -$4.46M
JNJ icon
45
Johnson & Johnson
JNJ
$634B
$32.4M 0.47%
156,319
-7,309
-4% -$1.45M
SHW icon
46
Sherwin-Williams
SHW
$78.3B
$32M 0.47%
98,818
-1,205
-1% -$403K
GLDM icon
47
SPDR Gold MiniShares Trust
GLDM
$27.5B
$30.2M 0.44%
353,898
+102,141
+41% +$8.39M
GLD icon
48
SPDR Gold Trust
GLD
$131B
$29.3M 0.43%
73,834
-1,559
-2% -$595K
IWF icon
49
iShares Russell 1000 Growth ETF
IWF
$122B
$29.2M 0.43%
246,704
+13,180
+6% +$1.56M
VEU icon
50
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$28.2M 0.41%
383,246
+83,825
+28% +$6.1M
1
2
3 4 5

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EI
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PCH
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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.