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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
+1.97%
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
$6.68B
AUM Growth
+$9.06M
Cap. Flow
+$13M
Cap. Flow %
0.2%
Top 10 Hldgs %
38.9%
Holding
441
New
24
Increased
81
Reduced
150
Closed
24

Top Buys

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$54.6M
2
VIK icon
Viking Holdings
VIK
+$51.8M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$12.2M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$8.8M
5
CROX icon
Crocs
CROX
+$7.07M

Top Sells

Rank Stock Value
1
CVX icon
Chevron
CVX
+$22.3M
2
CE icon
Celanese
CE
+$21.2M
3
MCD icon
McDonald's
MCD
+$13.4M
4
BX icon
Blackstone
BX
+$12.6M
5
CBRE icon
CBRE Group
CBRE
+$9.91M

Sector Composition

Rank Sector Weight
1 Technology 26.18%
2 Financials 18.95%
3 Consumer Discretionary 15.48%
4 Healthcare 8.41%
5 Miscellaneous 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
76
Salesforce
CRM
$210B
$9.12M 0.14%
27,270
+250
+0.9% +$79.8K
AMAT icon
77
Applied Materials
AMAT
$334B
$9.09M 0.14%
55,887
-472
-0.8% -$85.5K
KO icon
78
Coca-Cola
KO
$382B
$9.08M 0.14%
145,775
-22,522
-13% -$1.47M
LOW icon
79
Lowe's Companies
LOW
$109B
$8.53M 0.13%
34,547
-223
-0.6% -$59.6K
IWM icon
80
iShares Russell 2000 ETF
IWM
$76.9B
$8.47M 0.13%
38,332
+2
+0% +$456
BRK.A icon
81
Berkshire Hathaway Class A
BRK.A
$1.1T
$8.17M 0.12%
12
-1
-8% -$693K
RTX icon
82
RTX Corp
RTX
$263B
$8.01M 0.12%
69,252
-181
-0.3% -$21.9K
UPS icon
83
United Parcel Service
UPS
$87.1B
$7.83M 0.12%
62,117
+16,880
+37% +$2.22M
WMT icon
84
Walmart Inc
WMT
$858B
$7.55M 0.11%
83,586
-971
-1% -$84.3K
CHKP icon
85
Check Point Software Technologies
CHKP
$14.1B
$7.4M 0.11%
39,626
– –
EPD icon
86
Enterprise Products Partners
EPD
$83.8B
$6.84M 0.1%
218,193
– –
NKE icon
87
Nike
NKE
$53.7B
$6.48M 0.1%
85,579
-33,819
-28% -$2.66M
ITW icon
88
Illinois Tool Works
ITW
$76.5B
$6.41M 0.1%
25,297
-1,753
-6% -$465K
MPLX icon
89
MPLX
MPLX
$59.2B
$6.32M 0.09%
132,053
+20,000
+18% +$931K
UNP icon
90
Union Pacific
UNP
$169B
$6.17M 0.09%
27,073
-780
-3% -$185K
IVW icon
91
iShares S&P 500 Growth ETF
IVW
$75.6B
$5.97M 0.09%
58,760
+5,738
+11% +$572K
VB icon
92
Vanguard Morningstar Small-Cap ETF
VB
$78.5B
$5.91M 0.09%
24,604
-2,229
-8% -$548K
DHR icon
93
Danaher
DHR
$147B
$5.73M 0.09%
24,963
-65
-0.3% -$16K
QQQ icon
94
Invesco QQQ Trust
QQQ
$474B
$5.35M 0.08%
10,470
+335
+3% +$169K
VTI icon
95
Vanguard Morningstar Total Stock Market ETF
VTI
$681B
$5.29M 0.08%
18,244
+36
+0.2% +$10.5K
JBL icon
96
Jabil
JBL
$31B
$5.26M 0.08%
36,540
– –
AMGN icon
97
Amgen
AMGN
$203B
$5.07M 0.08%
19,445
-478
-2% -$142K
IWB icon
98
iShares Russell 1000 ETF
IWB
$48.4B
$5.04M 0.08%
15,642
+126
+0.8% +$40.8K
ECL icon
99
Ecolab
ECL
$77B
$5M 0.07%
21,328
+287
+1% +$71.3K
VEU icon
100
Vanguard FTSE All-World ex-US ETF
VEU
$69.1B
$4.92M 0.07%
85,673
-1,144
-1% -$68.9K
2 3
4
5 6

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Evercore Wealth Management's Q4 2024 Portfolio in Review

As of Q4 2024, Evercore Wealth Management held 441 positions worth $6.68B, up 0.14% from $6.67B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q4 2024 filing shows 24 new, 81 increased, 150 reduced and 24 closed positions. Its largest new stake was Fiserv Inc: 267,653 shares worth $55M. The largest sale was Chevron, an estimated $22.3M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q4 2024 buy was Fiserv Inc: 267,653 shares worth $55M.
  • Evercore Wealth Management added most to State Street Health Care Select Sector SPDR ETF in Q4 2024, an estimated $12.2M increase.
  • Evercore Wealth Management's biggest Q4 2024 reduction was Chevron, cutting an estimated $22.3M.
  • Evercore Wealth Management fully exited CVS Health in Q4 2024, selling an estimated $1.9M.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $6.68B portfolio in Q4 2024.
  • Evercore Wealth Management opened 24 new positions and closed 24 in Q4 2024.
  • Evercore Wealth Management's portfolio value rose 0.14% quarter-over-quarter to $6.68B.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.