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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
GLD icon
51
SPDR Gold Trust
GLD
$150B
$25.9M 0.37%
70,320
-2,010
-3% -$833K
CVX icon
52
Chevron
CVX
$409B
$23.6M 0.33%
142,452
-2,053
-1% -$382K
VEA icon
53
Vanguard FTSE Developed Markets ETF
VEA
$241B
$21M 0.3%
294,405
+54,151
+23% +$3.77M
ABBV icon
54
AbbVie
ABBV
$453B
$20.1M 0.28%
79,804
-2,075
-3% -$446K
CSCO icon
55
Cisco
CSCO
$431B
$20M 0.28%
170,027
-5,202
-3% -$544K
EFA icon
56
iShares MSCI EAFE ETF
EFA
$80.1B
$18.9M 0.27%
181,663
+2,431
+1% +$250K
IBM icon
57
IBM
IBM
$221B
$17M 0.24%
60,517
-2,284
-4% -$575K
AMAT icon
58
Applied Materials
AMAT
$361B
$16.4M 0.23%
22,684
-757
-3% -$349K
NEE icon
59
NextEra Energy
NEE
$174B
$15.5M 0.22%
176,414
+1,557
+0.9% +$141K
RSP icon
60
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$15.1M 0.21%
71,112
+12,592
+22% +$2.58M
TSLA icon
61
Tesla
TSLA
$1.4T
$13.2M 0.19%
31,386
-4,725
-13% -$1.88M
VWO icon
62
Vanguard FTSE Emerging Markets ETF
VWO
$129B
$12.8M 0.18%
214,877
+6,113
+3% +$359K
IWB icon
63
iShares Russell 1000 ETF
IWB
$49.4B
$12.6M 0.18%
30,865
-630
-2% -$250K
JBL icon
64
Jabil
JBL
$32.5B
$12.2M 0.17%
31,740
-1,056
-3% -$365K
ADP icon
65
Automatic Data Processing
ADP
$110B
$12.2M 0.17%
54,502
+70
+0.1% +$15K
VGK icon
66
Vanguard FTSE Europe ETF
VGK
$31.1B
$12.1M 0.17%
136,099
+905
+0.7% +$79.2K
XLK icon
67
State Street Technology Select Sector SPDR ETF
XLK
$122B
$11.9M 0.17%
62,658
+3,834
+7% +$655K
MRK icon
68
Merck
MRK
$371B
$11.7M 0.17%
91,089
-708
-0.8% -$82.9K
IWM icon
69
iShares Russell 2000 ETF
IWM
$80.5B
$11.7M 0.16%
38,790
-139
-0.4% -$39.1K
V icon
70
Visa
V
$700B
$11.6M 0.16%
33,672
+61
+0.2% +$19.6K
IJH icon
71
iShares Core S&P Mid-Cap ETF
IJH
$126B
$11.5M 0.16%
149,340
+4,118
+3% +$302K
PEP icon
72
PepsiCo
PEP
$188B
$11.2M 0.16%
82,719
-977
-1% -$146K
TXN icon
73
Texas Instruments
TXN
$236B
$11.1M 0.16%
37,238
-2,734
-7% -$758K
MDY icon
74
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
$10.6M 0.15%
15,125
-265
-2% -$177K
RTX icon
75
RTX Corp
RTX
$271B
$10.4M 0.15%
55,024
-77
-0.1% -$14.1K
1 2
3
4 5

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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.