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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
-2.57%
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
$6.22B
AUM Growth
-$451M
Cap. Flow
-$199M
Cap. Flow %
-3.19%
Top 10 Hldgs %
37.4%
Holding
438
New
21
Increased
38
Reduced
231
Closed
22

Top Buys

Rank Stock Value
1
UBER icon
Uber
UBER
+$71.2M
2
PGR icon
Progressive
PGR
+$56.7M
3
FIX icon
Comfort Systems
FIX
+$51M
4
VIK icon
Viking Holdings
VIK
+$16.7M
5
NVDA icon
NVIDIA
NVDA
+$13.5M

Top Sells

Rank Stock Value
1
ABT icon
Abbott
ABT
+$80.2M
2
MCD icon
McDonald's
MCD
+$67M
3
BWA icon
BorgWarner
BWA
+$33.7M
4
CE icon
Celanese
CE
+$25.7M
5
STZ icon
Constellation Brands
STZ
+$20.6M

Sector Composition

Rank Sector Weight
1 Technology 25.89%
2 Financials 20.36%
3 Consumer Discretionary 14.59%
4 Miscellaneous 8.84%
5 Healthcare 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
76
Oracle
ORCL
$404B
$8.78M 0.14%
62,774
-1,687
-3% -$275K
CHKP icon
77
Check Point Software Technologies
CHKP
$14.1B
$8.58M 0.14%
37,626
-2,000
-5% -$424K
MDY icon
78
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.9B
$8.45M 0.14%
15,839
-794
-5% -$451K
XLK icon
79
State Street Technology Select Sector SPDR ETF
XLK
$119B
$8.11M 0.13%
78,538
-3,074
-4% -$349K
AMAT icon
80
Applied Materials
AMAT
$334B
$8.09M 0.13%
55,769
-118
-0.2% -$19.8K
LOW icon
81
Lowe's Companies
LOW
$109B
$8.04M 0.13%
34,475
-72
-0.2% -$17.7K
IWM icon
82
iShares Russell 2000 ETF
IWM
$76.9B
$7.5M 0.12%
37,587
-745
-2% -$162K
EPD icon
83
Enterprise Products Partners
EPD
$83.8B
$7.41M 0.12%
217,193
-1,000
-0.5% -$33.3K
AVGO icon
84
Broadcom
AVGO
$1.62T
$7.37M 0.12%
44,024
-173
-0.4% -$36.6K
MPLX icon
85
MPLX
MPLX
$59.2B
$7.07M 0.11%
132,053
– –
WMT icon
86
Walmart Inc
WMT
$858B
$7.06M 0.11%
80,387
-3,199
-4% -$300K
CRM icon
87
Salesforce
CRM
$210B
$6.99M 0.11%
26,057
-1,213
-4% -$377K
TSLA icon
88
Tesla
TSLA
$1.41T
$6.87M 0.11%
26,514
+834
+3% +$278K
AMGN icon
89
Amgen
AMGN
$203B
$5.84M 0.09%
18,738
-707
-4% -$209K
VB icon
90
Vanguard Morningstar Small-Cap ETF
VB
$78.5B
$5.45M 0.09%
24,591
-13
-0.1% -$3.1K
ITW icon
91
Illinois Tool Works
ITW
$76.5B
$5.44M 0.09%
21,931
-3,366
-13% -$865K
ECL icon
92
Ecolab
ECL
$77B
$5.38M 0.09%
21,224
-104
-0.5% -$26.2K
QQQ icon
93
Invesco QQQ Trust
QQQ
$474B
$5.18M 0.08%
11,037
+567
+5% +$288K
UNP icon
94
Union Pacific
UNP
$169B
$5.17M 0.08%
21,875
-5,198
-19% -$1.25M
VEU icon
95
Vanguard FTSE All-World ex-US ETF
VEU
$69.1B
$5.12M 0.08%
84,420
-1,253
-1% -$75.5K
IVW icon
96
iShares S&P 500 Growth ETF
IVW
$75.6B
$5.11M 0.08%
55,010
-3,750
-6% -$378K
VTI icon
97
Vanguard Morningstar Total Stock Market ETF
VTI
$681B
$5.01M 0.08%
18,244
– –
JBL icon
98
Jabil
JBL
$31B
$4.97M 0.08%
36,540
– –
DHR icon
99
Danaher
DHR
$147B
$4.97M 0.08%
24,250
-713
-3% -$156K
IWB icon
100
iShares Russell 1000 ETF
IWB
$48.4B
$4.78M 0.08%
15,582
-60
-0.4% -$19.4K
2 3
4
5 6

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CIS
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AS
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AC
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HPG
Harvest Portfolios Group Oakville, Ontario, Canada $7.09B AUM 20.73% 1-Year Est. Return
AACR
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CGPCS
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TCM
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Evercore Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Evercore Wealth Management held 438 positions worth $6.22B, down 6.8% from $6.68B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Evercore Wealth Management withdrew a net $199M in Q1 2025, closing 22 positions and reducing 231 holdings. Its most notable exit was WisdomTree US Total Dividend Fund, an estimated $1.2M position sold in full.

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

Against the trend, Evercore Wealth Management opened a new position in Comfort Systems worth $40.8M.

  • Evercore Wealth Management's largest Q1 2025 buy was Comfort Systems: 126,533 shares worth $40.8M.
  • Evercore Wealth Management added most to Uber in Q1 2025, an estimated $71.2M increase.
  • Evercore Wealth Management's biggest Q1 2025 reduction was Abbott, cutting an estimated $80.2M.
  • Evercore Wealth Management fully exited WisdomTree US Total Dividend Fund in Q1 2025, selling an estimated $1.2M.
  • Evercore Wealth Management's ten largest holdings make up 37% of its $6.22B portfolio in Q1 2025.
  • Evercore Wealth Management opened 21 new positions and closed 22 in Q1 2025.
  • Evercore Wealth Management's portfolio value fell 6.8% quarter-over-quarter to $6.22B.

Based on Evercore Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.