We are live on ! Find out more
EWM

Evercore Wealth Management Portfolio holdings

AUM $7.07B
1-Year Est. Return 24.72%
This Fund
S&P 500
This Quarter Est. Return
+1.97%
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
$6.68B
AUM Growth
+$9.06M
Cap. Flow
+$13M
Cap. Flow %
0.2%
Top 10 Hldgs %
38.9%
Holding
441
New
24
Increased
81
Reduced
150
Closed
24

Top Buys

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$54.6M
2
VIK icon
Viking Holdings
VIK
+$51.8M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$12.2M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$8.8M
5
CROX icon
Crocs
CROX
+$7.07M

Top Sells

Rank Stock Value
1
CVX icon
Chevron
CVX
+$22.3M
2
CE icon
Celanese
CE
+$21.2M
3
MCD icon
McDonald's
MCD
+$13.4M
4
BX icon
Blackstone
BX
+$12.6M
5
CBRE icon
CBRE Group
CBRE
+$9.91M

Sector Composition

Rank Sector Weight
1 Technology 26.18%
2 Financials 18.95%
3 Consumer Discretionary 15.48%
4 Healthcare 8.41%
5 Miscellaneous 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLV icon
51
State Street Health Care Select Sector SPDR ETF
XLV
$43.5B
$19.9M 0.3%
144,671
+83,141
+135% +$12.2M
GLD icon
52
SPDR Gold Trust
GLD
$145B
$19.2M 0.29%
79,208
-410
-0.5% -$101K
ADP icon
53
Automatic Data Processing
ADP
$110B
$17.7M 0.26%
60,327
-608
-1% -$180K
PEP icon
54
PepsiCo
PEP
$185B
$17.1M 0.26%
112,483
-2,543
-2% -$417K
ABBV icon
55
AbbVie
ABBV
$465B
$15.5M 0.23%
87,506
-679
-0.8% -$125K
EFA icon
56
iShares MSCI EAFE ETF
EFA
$77.9B
$14M 0.21%
184,528
-6,105
-3% -$483K
SCHW
57
Charles Schwab
SCHW
$186B
$13M 0.19%
175,371
+17
+0% +$1.27K
PG icon
58
Procter & Gamble
PG
$341B
$12.8M 0.19%
76,161
-520
-0.7% -$88.6K
CSCO icon
59
Cisco
CSCO
$434B
$12.2M 0.18%
206,755
-3,296
-2% -$188K
IBM icon
60
IBM
IBM
$234B
$12M 0.18%
54,783
+1,740
+3% +$388K
V icon
61
Visa
V
$701B
$11.9M 0.18%
37,699
-609
-2% -$183K
SYK icon
62
Stryker
SYK
$108B
$11.6M 0.17%
32,304
-51
-0.2% -$18.9K
MCK icon
63
McKesson
MCK
$105B
$11.2M 0.17%
19,668
+730
+4% +$409K
NEE icon
64
NextEra Energy
NEE
$169B
$10.8M 0.16%
150,523
+1,488
+1% +$116K
ORCL icon
65
Oracle
ORCL
$404B
$10.7M 0.16%
64,461
-485
-0.7% -$86.2K
IJH icon
66
iShares Core S&P Mid-Cap ETF
IJH
$122B
$10.6M 0.16%
170,353
-6,440
-4% -$413K
TSLA icon
67
Tesla
TSLA
$1.41T
$10.4M 0.16%
25,680
-10,187
-28% -$3.28M
MRK icon
68
Merck
MRK
$355B
$10.4M 0.16%
104,071
-629
-0.6% -$64.8K
RSP icon
69
Invesco S&P 500 Equal Weight ETF
RSP
$98.3B
$10.3M 0.15%
58,884
+1,395
+2% +$252K
AVGO icon
70
Broadcom
AVGO
$1.62T
$10.2M 0.15%
44,197
-3,623
-8% -$670K
VEA icon
71
Vanguard FTSE Developed Markets ETF
VEA
$234B
$10.1M 0.15%
210,486
+4,031
+2% +$202K
TXN icon
72
Texas Instruments
TXN
$241B
$9.85M 0.15%
52,508
-1,238
-2% -$247K
XLK icon
73
State Street Technology Select Sector SPDR ETF
XLK
$119B
$9.49M 0.14%
81,612
-2,534
-3% -$295K
MDY icon
74
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.9B
$9.47M 0.14%
16,633
+55
+0.3% +$32.2K
XOM icon
75
ExxonMobil
XOM
$696B
$9.42M 0.14%
87,594
-1,095
-1% -$128K
1 2
3
4 5

Similar funds

BFS
Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return
CIS
Capital International Sarl Los Angeles, California $7.06B AUM 36.47% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HPG
Harvest Portfolios Group Oakville, Ontario, Canada $7.09B AUM 20.73% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
TCM
Tenor Capital Management New York $7.09B AUM 3.55% 1-Year Est. Return

Evercore Wealth Management's Q4 2024 Portfolio in Review

As of Q4 2024, Evercore Wealth Management held 441 positions worth $6.68B, up 0.14% from $6.67B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q4 2024 filing shows 24 new, 81 increased, 150 reduced and 24 closed positions. Its largest new stake was Fiserv Inc: 267,653 shares worth $55M. The largest sale was Chevron, an estimated $22.3M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q4 2024 buy was Fiserv Inc: 267,653 shares worth $55M.
  • Evercore Wealth Management added most to State Street Health Care Select Sector SPDR ETF in Q4 2024, an estimated $12.2M increase.
  • Evercore Wealth Management's biggest Q4 2024 reduction was Chevron, cutting an estimated $22.3M.
  • Evercore Wealth Management fully exited CVS Health in Q4 2024, selling an estimated $1.9M.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $6.68B portfolio in Q4 2024.
  • Evercore Wealth Management opened 24 new positions and closed 24 in Q4 2024.
  • Evercore Wealth Management's portfolio value rose 0.14% quarter-over-quarter to $6.68B.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.