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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
+10.24%
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
$6.81B
AUM Growth
+$383M
Cap. Flow
-$153M
Cap. Flow %
-2.24%
Top 10 Hldgs %
41.5%
Holding
427
New
21
Increased
73
Reduced
186
Closed
14

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$55.5M
2
ARCC icon
Ares Capital
ARCC
+$16.1M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$13.5M
5
PGR icon
Progressive
PGR
+$10.5M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$75.6M
2
ACN icon
Accenture
ACN
+$55.6M
3
UNH icon
UnitedHealth
UNH
+$49.7M
4
FISV
Fiserv Inc
FISV
+$13.1M
5
NVDA icon
NVIDIA
NVDA
+$13M

Sector Composition

Rank Sector Weight
1 Technology 26.05%
2 Financials 21.13%
3 Consumer Discretionary 14.37%
4 Miscellaneous 10.31%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROP icon
51
Roper Technologies
ROP
$38B
$20.7M 0.3%
41,427
-573
-1% -$306K
ABBV icon
52
AbbVie
ABBV
$465B
$19.8M 0.29%
85,370
-736
-0.9% -$150K
GLDM icon
53
SPDR Gold MiniShares Trust
GLDM
$31.5B
$19.2M 0.28%
251,757
+143,322
+132% +$9.82M
ORCL icon
54
Oracle
ORCL
$404B
$17.3M 0.25%
61,618
-94
-0.2% -$23.9K
IBM icon
55
IBM
IBM
$234B
$16.6M 0.24%
58,791
-619
-1% -$162K
EFA icon
56
iShares MSCI EAFE ETF
EFA
$77.9B
$16.3M 0.24%
174,207
-3,640
-2% -$331K
SCHW
57
Charles Schwab
SCHW
$186B
$16.2M 0.24%
169,728
-3,675
-2% -$349K
ADP icon
58
Automatic Data Processing
ADP
$110B
$16.2M 0.24%
55,078
-882
-2% -$265K
ABT icon
59
Abbott
ABT
$177B
$13.8M 0.2%
103,216
-19,483
-16% -$2.56M
PEP icon
60
PepsiCo
PEP
$185B
$13.6M 0.2%
97,140
-3,670
-4% -$524K
TSLA icon
61
Tesla
TSLA
$1.41T
$13.5M 0.2%
30,286
+341
+1% +$118K
NEE icon
62
NextEra Energy
NEE
$169B
$12.7M 0.19%
167,619
+3,958
+2% +$289K
VEA icon
63
Vanguard FTSE Developed Markets ETF
VEA
$234B
$12.6M 0.18%
210,085
+3,558
+2% +$207K
MCD icon
64
McDonald's
MCD
$179B
$12.4M 0.18%
40,724
-1,884
-4% -$573K
CSCO icon
65
Cisco
CSCO
$434B
$12.2M 0.18%
178,648
+2,761
+2% +$188K
V icon
66
Visa
V
$701B
$12.1M 0.18%
35,375
-141
-0.4% -$48.8K
SYK icon
67
Stryker
SYK
$108B
$11.9M 0.17%
32,129
-72
-0.2% -$27.8K
RTX icon
68
RTX Corp
RTX
$263B
$11.4M 0.17%
67,878
+236
+0.3% +$36.6K
MCK icon
69
McKesson
MCK
$105B
$11M 0.16%
14,199
-1,923
-12% -$1.35M
AVGO icon
70
Broadcom
AVGO
$1.62T
$10.9M 0.16%
32,945
-293
-0.9% -$89.9K
PG icon
71
Procter & Gamble
PG
$341B
$10.6M 0.16%
69,022
-2,977
-4% -$465K
RSP icon
72
Invesco S&P 500 Equal Weight ETF
RSP
$98.3B
$10.6M 0.16%
55,790
-3,527
-6% -$657K
IJH icon
73
iShares Core S&P Mid-Cap ETF
IJH
$122B
$10.4M 0.15%
158,814
– –
XLK icon
74
State Street Technology Select Sector SPDR ETF
XLK
$119B
$9.8M 0.14%
69,504
-8,940
-11% -$1.18M
XOM icon
75
ExxonMobil
XOM
$696B
$9.43M 0.14%
83,648
-981
-1% -$109K
1 2
3
4 5

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CIS
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AS
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AC
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HPG
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AACR
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CGPCS
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TCM
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Evercore Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Evercore Wealth Management held 427 positions worth $6.81B, up 6% from $6.43B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Evercore Wealth Management's Q3 2025 filing shows 21 new, 73 increased, 186 reduced and 14 closed positions. Its largest new stake was Mercado Libre: 23,137 shares worth $54.1M. The largest sale was Ansys, an estimated $75.6M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q3 2025 buy was Mercado Libre: 23,137 shares worth $54.1M.
  • Evercore Wealth Management added most to Ares Capital in Q3 2025, an estimated $16.1M increase.
  • Evercore Wealth Management's biggest Q3 2025 reduction was Accenture, cutting an estimated $55.6M.
  • Evercore Wealth Management fully exited Ansys in Q3 2025, selling an estimated $75.6M.
  • Evercore Wealth Management's ten largest holdings make up 41% of its $6.81B portfolio in Q3 2025.
  • Evercore Wealth Management opened 21 new positions and closed 14 in Q3 2025.
  • Evercore Wealth Management's portfolio value rose 6% quarter-over-quarter to $6.81B.

Based on Evercore Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.