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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
-2.93%
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
$6.36B
AUM Growth
-$464M
Cap. Flow
-$131M
Cap. Flow %
-2.06%
Top 10 Hldgs %
39.23%
Holding
439
New
19
Increased
53
Reduced
190
Closed
21

Top Buys

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$75.7M
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$16.9M
3
SN icon
SharkNinja
SN
+$15.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
PGR icon
Progressive
PGR
+$8.28M

Top Sells

Rank Stock Value
1
CDW icon
CDW
CDW
+$56.4M
2
FIX icon
Comfort Systems
FIX
+$26.6M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$20.6M
4
AAPL icon
Apple
AAPL
+$18.8M
5
JPM icon
JPMorgan Chase
JPM
+$16.6M

Sector Composition

Rank Sector Weight
1 Technology 21.23%
2 Financials 19.58%
3 Consumer Discretionary 14.7%
4 Communication Services 8.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
76
Walmart Inc
WMT
$866B
$9.73M 0.15%
78,258
-1,062
-1% -$130K
IWM icon
77
iShares Russell 2000 ETF
IWM
$81.8B
$9.65M 0.15%
38,929
-150
-0.4% -$38.7K
MDY icon
78
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$9.49M 0.15%
15,390
-170
-1% -$108K
ABT icon
79
Abbott
ABT
$175B
$9.02M 0.14%
87,823
-10,086
-10% -$1.14M
PG icon
80
Procter & Gamble
PG
$349B
$8.92M 0.14%
61,731
-5,468
-8% -$829K
ORCL icon
81
Oracle
ORCL
$364B
$8.83M 0.14%
60,003
-1,326
-2% -$216K
JBL icon
82
Jabil
JBL
$33.6B
$8.71M 0.14%
32,796
-3,044
-8% -$767K
EPD icon
83
Enterprise Products Partners
EPD
$84.2B
$8.32M 0.13%
219,962
+3,469
+2% +$123K
AMAT icon
84
Applied Materials
AMAT
$444B
$8.01M 0.13%
23,441
-520
-2% -$175K
BRK.A icon
85
Berkshire Hathaway Class A
BRK.A
$1.05T
$7.9M 0.12%
11
– –
XLK icon
86
State Street Technology Select Sector SPDR ETF
XLK
$118B
$7.82M 0.12%
58,824
-4,804
-8% -$677K
TXN icon
87
Texas Instruments
TXN
$268B
$7.76M 0.12%
39,972
-2,934
-7% -$594K
MPLX icon
88
MPLX
MPLX
$57.8B
$7.54M 0.12%
132,053
– –
LOW icon
89
Lowe's Companies
LOW
$114B
$7.51M 0.12%
31,772
-478
-1% -$125K
APH icon
90
Amphenol
APH
$193B
$7.05M 0.11%
55,806
-5,511
-9% -$776K
CAT icon
91
Caterpillar
CAT
$414B
$6.3M 0.1%
8,889
-67
-0.7% -$46.4K
XLV icon
92
State Street Health Care Select Sector SPDR ETF
XLV
$41.3B
$6.29M 0.1%
42,930
-3,795
-8% -$585K
AMGN icon
93
Amgen
AMGN
$198B
$6.26M 0.1%
17,801
-105
-0.6% -$37.4K
IVW icon
94
iShares S&P 500 Growth ETF
IVW
$74.5B
$6.18M 0.1%
54,595
– –
VTI icon
95
Vanguard Total Stock Market ETF
VTI
$663B
$6M 0.09%
18,704
+1
+0% +$336
VB icon
96
Vanguard Small-Cap ETF
VB
$79.9B
$5.95M 0.09%
22,721
-2
-0% -$541
IBIT icon
97
iShares Bitcoin Trust
IBIT
$48.5B
$5.79M 0.09%
150,831
+28,579
+23% +$1.24M
ITW icon
98
Illinois Tool Works
ITW
$79B
$5.58M 0.09%
21,442
-5
-0% -$1.36K
QQQ icon
99
Invesco QQQ Trust
QQQ
$471B
$5.54M 0.09%
9,603
+834
+10% +$507K
ECL icon
100
Ecolab
ECL
$74.7B
$5.51M 0.09%
20,725
-86
-0.4% -$24.3K
2 3
4
5 6

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EI
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BFG
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PCH
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OMC
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BFS
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Evercore Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Evercore Wealth Management held 439 positions worth $6.36B, down 6.8% from $6.82B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q1 2026 filing shows 19 new, 53 increased, 190 reduced and 21 closed positions. Its largest new stake was Voyager Technologies: 63,494 shares worth $1.49M. The largest sale was CDW, an estimated $56.4M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q1 2026 buy was Voyager Technologies: 63,494 shares worth $1.49M.
  • Evercore Wealth Management added most to Spotify in Q1 2026, an estimated $75.7M increase.
  • Evercore Wealth Management's biggest Q1 2026 reduction was CDW, cutting an estimated $56.4M.
  • Evercore Wealth Management fully exited BorgWarner in Q1 2026, selling an estimated $1.63M.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $6.36B portfolio in Q1 2026.
  • Evercore Wealth Management opened 19 new positions and closed 21 in Q1 2026.
  • Evercore Wealth Management's portfolio value fell 6.8% quarter-over-quarter to $6.36B.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.