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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
CVX icon
51
Chevron
CVX
$388B
$23.5M 0.34%
153,950
+8,962
+6% +$1.36M
ABBV icon
52
AbbVie
ABBV
$458B
$19.2M 0.28%
83,900
-1,470
-2% -$335K
EFA icon
53
iShares MSCI EAFE ETF
EFA
$76.4B
$17.3M 0.25%
180,501
+6,294
+4% +$597K
ROP icon
54
Roper Technologies
ROP
$36.3B
$17.3M 0.25%
38,871
-2,556
-6% -$1.18M
IBM icon
55
IBM
IBM
$202B
$17.1M 0.25%
57,605
-1,186
-2% -$355K
SCHW
56
Charles Schwab
SCHW
$177B
$17M 0.25%
169,676
-52
-0% -$4.93K
TSLA icon
57
Tesla
TSLA
$1.24T
$16.4M 0.24%
36,436
+6,150
+20% +$2.73M
ADP icon
58
Automatic Data Processing
ADP
$100B
$14.1M 0.21%
55,003
-75
-0.1% -$20K
CSCO icon
59
Cisco
CSCO
$450B
$14M 0.21%
182,310
+3,662
+2% +$272K
NEE icon
60
NextEra Energy
NEE
$187B
$13.9M 0.2%
172,668
+5,049
+3% +$418K
VEA icon
61
Vanguard FTSE Developed Markets ETF
VEA
$226B
$13.7M 0.2%
218,960
+8,875
+4% +$544K
PEP icon
62
PepsiCo
PEP
$186B
$13.2M 0.19%
92,303
-4,837
-5% -$711K
ABT icon
63
Abbott
ABT
$180B
$12.3M 0.18%
97,909
-5,307
-5% -$676K
V icon
64
Visa
V
$677B
$12.3M 0.18%
34,956
-419
-1% -$143K
ORCL icon
65
Oracle
ORCL
$331B
$12M 0.18%
61,329
-289
-0.5% -$68.8K
RTX icon
66
RTX Corp
RTX
$287B
$11.8M 0.17%
64,302
-3,576
-5% -$621K
MCD icon
67
McDonald's
MCD
$188B
$11.6M 0.17%
38,009
-2,715
-7% -$832K
MCK icon
68
McKesson
MCK
$98.5B
$11.6M 0.17%
14,137
-62
-0.4% -$50.6K
AVGO icon
69
Broadcom
AVGO
$1.82T
$11.3M 0.16%
32,508
-437
-1% -$156K
SYK icon
70
Stryker
SYK
$127B
$10.6M 0.16%
30,129
-2,000
-6% -$729K
IJH icon
71
iShares Core S&P Mid-Cap ETF
IJH
$123B
$10.1M 0.15%
152,310
-6,504
-4% -$426K
RSP icon
72
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$9.87M 0.14%
51,505
-4,285
-8% -$813K
MRK icon
73
Merck
MRK
$324B
$9.8M 0.14%
93,100
-1,445
-2% -$136K
XOM icon
74
ExxonMobil
XOM
$651B
$9.79M 0.14%
81,349
-2,299
-3% -$267K
PG icon
75
Procter & Gamble
PG
$343B
$9.63M 0.14%
67,199
-1,823
-3% -$269K
1 2
3
4 5

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EI
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BFG
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PCH
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OMC
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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.