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
+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
XOM icon
76
ExxonMobil
XOM
$656B
$10.3M 0.15%
75,510
-95
-0.1% -$14.2K
KO icon
77
Coca-Cola
KO
$379B
$10.2M 0.14%
125,610
-8,842
-7% -$698K
ROP icon
78
Roper Technologies
ROP
$40.3B
$10.1M 0.14%
29,760
-5,933
-17% -$2.02M
MCK icon
79
McKesson
MCK
$106B
$9.98M 0.14%
13,208
-799
-6% -$633K
SYK icon
80
Stryker
SYK
$116B
$9.27M 0.13%
29,457
-572
-2% -$180K
CAT icon
81
Caterpillar
CAT
$374B
$9.14M 0.13%
8,582
-307
-3% -$270K
PG icon
82
Procter & Gamble
PG
$340B
$8.88M 0.13%
60,544
-1,187
-2% -$173K
WMT icon
83
Walmart Inc
WMT
$850B
$8.72M 0.12%
76,989
-1,269
-2% -$158K
MPLX icon
84
MPLX
MPLX
$60.5B
$8.57M 0.12%
152,053
+20,000
+15% +$1.12M
BRK.A icon
85
Berkshire Hathaway Class A
BRK.A
$1.08T
$8.24M 0.12%
11
– –
ORCL icon
86
Oracle
ORCL
$457B
$8.18M 0.12%
55,803
-4,200
-7% -$761K
EPD icon
87
Enterprise Products Partners
EPD
$84.1B
$8.09M 0.11%
219,962
– –
IVW icon
88
iShares S&P 500 Growth ETF
IVW
$77.2B
$7.51M 0.11%
54,595
– –
MCD icon
89
McDonald's
MCD
$181B
$7.43M 0.11%
27,469
-7,322
-21% -$2.1M
QQQ icon
90
Invesco QQQ Trust
QQQ
$490B
$7.2M 0.1%
9,780
+177
+2% +$122K
VTI icon
91
Vanguard Morningstar Total Stock Market ETF
VTI
$693B
$7M 0.1%
18,918
+214
+1% +$76.5K
VB icon
92
Vanguard Morningstar Small-Cap ETF
VB
$81B
$6.98M 0.1%
23,028
+307
+1% +$88K
LOW icon
93
Lowe's Companies
LOW
$115B
$6.96M 0.1%
31,566
-206
-0.6% -$46.8K
XLV icon
94
State Street Health Care Select Sector SPDR ETF
XLV
$44.6B
$6.71M 0.09%
42,267
-663
-2% -$98.6K
ACN icon
95
Accenture
ACN
$114B
$6.58M 0.09%
52,865
-44,116
-45% -$7.66M
AMGN icon
96
Amgen
AMGN
$236B
$6.07M 0.09%
16,770
-1,031
-6% -$353K
SPTM icon
97
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.2B
$6.05M 0.09%
66,631
+14,023
+27% +$1.23M
ECL icon
98
Ecolab
ECL
$78.3B
$5.75M 0.08%
20,656
-69
-0.3% -$18.2K
MELI icon
99
Mercado Libre
MELI
$100B
$5.54M 0.08%
3,263
-23,338
-88% -$39.9M
IBIT icon
100
iShares Bitcoin Trust
IBIT
$62.2B
$5.51M 0.08%
165,515
+14,684
+10% +$597K
2 3
4
5 6

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 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.