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
-2.57%
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
$6.22B
AUM Growth
-$451M
Cap. Flow
-$199M
Cap. Flow %
-3.19%
Top 10 Hldgs %
37.4%
Holding
438
New
21
Increased
38
Reduced
231
Closed
22

Top Buys

Rank Stock Value
1
UBER icon
Uber
UBER
+$71.2M
2
PGR icon
Progressive
PGR
+$56.7M
3
FIX icon
Comfort Systems
FIX
+$51M
4
VIK icon
Viking Holdings
VIK
+$16.7M
5
NVDA icon
NVIDIA
NVDA
+$13.5M

Top Sells

Rank Stock Value
1
ABT icon
Abbott
ABT
+$80.2M
2
MCD icon
McDonald's
MCD
+$67M
3
BWA icon
BorgWarner
BWA
+$33.7M
4
CE icon
Celanese
CE
+$25.7M
5
STZ icon
Constellation Brands
STZ
+$20.6M

Sector Composition

Rank Sector Weight
1 Technology 25.89%
2 Financials 20.36%
3 Consumer Discretionary 14.59%
4 Miscellaneous 8.84%
5 Healthcare 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
51
AbbVie
ABBV
$465B
$18.2M 0.29%
86,827
-679
-0.8% -$132K
ADP icon
52
Automatic Data Processing
ADP
$110B
$18.1M 0.29%
59,175
-1,152
-2% -$347K
PEP icon
53
PepsiCo
PEP
$185B
$15.2M 0.24%
101,590
-10,893
-10% -$1.62M
EFA icon
54
iShares MSCI EAFE ETF
EFA
$77.9B
$14.6M 0.23%
178,823
-5,705
-3% -$460K
MCD icon
55
McDonald's
MCD
$179B
$14.5M 0.23%
46,398
-223,869
-83% -$67M
SCHW
56
Charles Schwab
SCHW
$186B
$13.7M 0.22%
174,460
-911
-0.5% -$71.5K
IBM icon
57
IBM
IBM
$234B
$13M 0.21%
52,203
-2,580
-5% -$631K
V icon
58
Visa
V
$701B
$12.9M 0.21%
36,798
-901
-2% -$305K
PG icon
59
Procter & Gamble
PG
$341B
$12.6M 0.2%
74,006
-2,155
-3% -$361K
SYK icon
60
Stryker
SYK
$108B
$12M 0.19%
32,352
+48
+0.1% +$18.3K
CSCO icon
61
Cisco
CSCO
$434B
$11.7M 0.19%
189,670
-17,085
-8% -$1.05M
MCK icon
62
McKesson
MCK
$105B
$11.1M 0.18%
16,466
-3,202
-16% -$1.98M
ARCC icon
63
Ares Capital
ARCC
$13.9B
$10.8M 0.17%
487,487
-545,622
-53% -$12.4M
NEE icon
64
NextEra Energy
NEE
$169B
$10.4M 0.17%
147,252
-3,271
-2% -$231K
KO icon
65
Coca-Cola
KO
$382B
$10.4M 0.17%
144,798
-977
-0.7% -$65.2K
VEA icon
66
Vanguard FTSE Developed Markets ETF
VEA
$234B
$10.4M 0.17%
203,977
-6,509
-3% -$329K
XOM icon
67
ExxonMobil
XOM
$696B
$10.1M 0.16%
85,314
-2,280
-3% -$252K
RSP icon
68
Invesco S&P 500 Equal Weight ETF
RSP
$98.3B
$9.96M 0.16%
57,469
-1,415
-2% -$252K
IJH icon
69
iShares Core S&P Mid-Cap ETF
IJH
$122B
$9.27M 0.15%
158,854
-11,499
-7% -$714K
MRK icon
70
Merck
MRK
$355B
$9.07M 0.15%
101,023
-3,048
-3% -$285K
BRK.B icon
71
PUT
Berkshire Hathaway Class B
BRK.B
$1.11T
$9.05M 0.15%
+17,000
New +$8.26M
RTX icon
72
RTX Corp
RTX
$263B
$8.99M 0.14%
67,877
-1,375
-2% -$174K
TXN icon
73
Texas Instruments
TXN
$241B
$8.91M 0.14%
49,564
-2,944
-6% -$551K
XLV icon
74
State Street Health Care Select Sector SPDR ETF
XLV
$43.5B
$8.9M 0.14%
60,947
-83,724
-58% -$12.2M
BRK.A icon
75
Berkshire Hathaway Class A
BRK.A
$1.1T
$8.78M 0.14%
11
-1
-8% -$729K
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 Q1 2025 Portfolio in Review

As of Q1 2025, Evercore Wealth Management held 438 positions worth $6.22B, down 6.8% from $6.68B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Evercore Wealth Management withdrew a net $199M in Q1 2025, closing 22 positions and reducing 231 holdings. Its most notable exit was WisdomTree US Total Dividend Fund, an estimated $1.2M position sold in full.

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

Against the trend, Evercore Wealth Management opened a new position in Comfort Systems worth $40.8M.

  • Evercore Wealth Management's largest Q1 2025 buy was Comfort Systems: 126,533 shares worth $40.8M.
  • Evercore Wealth Management added most to Uber in Q1 2025, an estimated $71.2M increase.
  • Evercore Wealth Management's biggest Q1 2025 reduction was Abbott, cutting an estimated $80.2M.
  • Evercore Wealth Management fully exited WisdomTree US Total Dividend Fund in Q1 2025, selling an estimated $1.2M.
  • Evercore Wealth Management's ten largest holdings make up 37% of its $6.22B portfolio in Q1 2025.
  • Evercore Wealth Management opened 21 new positions and closed 22 in Q1 2025.
  • Evercore Wealth Management's portfolio value fell 6.8% quarter-over-quarter to $6.22B.

Based on Evercore Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.