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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
+10.24%
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
$6.81B
AUM Growth
+$383M
Cap. Flow
-$153M
Cap. Flow %
-2.24%
Top 10 Hldgs %
41.5%
Holding
427
New
21
Increased
73
Reduced
186
Closed
14

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$55.5M
2
ARCC icon
Ares Capital
ARCC
+$16.1M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$13.5M
5
PGR icon
Progressive
PGR
+$10.5M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$75.6M
2
ACN icon
Accenture
ACN
+$55.6M
3
UNH icon
UnitedHealth
UNH
+$49.7M
4
FISV
Fiserv Inc
FISV
+$13.1M
5
NVDA icon
NVIDIA
NVDA
+$13M

Sector Composition

Rank Sector Weight
1 Technology 26.05%
2 Financials 21.13%
3 Consumer Discretionary 14.37%
4 Miscellaneous 10.31%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDY icon
76
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.9B
$9.35M 0.14%
15,684
-150
-0.9% -$88K
KO icon
77
Coca-Cola
KO
$382B
$9.12M 0.13%
137,579
-6,097
-4% -$420K
BRK.A icon
78
Berkshire Hathaway Class A
BRK.A
$1.1T
$9.05M 0.13%
12
+1
+9% +$727K
IWM icon
79
iShares Russell 2000 ETF
IWM
$76.9B
$8.72M 0.13%
36,026
-423
-1% -$97.1K
TXN icon
80
Texas Instruments
TXN
$241B
$8.61M 0.13%
46,844
-1,325
-3% -$259K
LOW icon
81
Lowe's Companies
LOW
$109B
$8.23M 0.12%
32,755
-240
-0.7% -$59K
WMT icon
82
Walmart Inc
WMT
$858B
$8.21M 0.12%
79,681
-716
-0.9% -$71.3K
MRK icon
83
Merck
MRK
$355B
$7.94M 0.12%
94,545
-1,413
-1% -$116K
JBL icon
84
Jabil
JBL
$31B
$7.83M 0.11%
36,040
-500
-1% -$109K
APH icon
85
Amphenol
APH
$191B
$7.61M 0.11%
122,946
-544
-0.4% -$29.8K
CHKP icon
86
Check Point Software Technologies
CHKP
$14.1B
$7.5M 0.11%
36,268
-5
-0% -$1.01K
VWO icon
87
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$7.06M 0.1%
130,389
+35,987
+38% +$1.85M
EPD icon
88
Enterprise Products Partners
EPD
$83.8B
$6.77M 0.1%
216,493
– –
IVW icon
89
iShares S&P 500 Growth ETF
IVW
$75.6B
$6.64M 0.1%
55,010
– –
MPLX icon
90
MPLX
MPLX
$59.2B
$6.6M 0.1%
132,053
– –
XLV icon
91
State Street Health Care Select Sector SPDR ETF
XLV
$43.5B
$6.51M 0.1%
46,795
-12,652
-21% -$1.71M
VGK icon
92
Vanguard FTSE Europe ETF
VGK
$30.1B
$6.44M 0.09%
80,747
+42,808
+113% +$3.35M
VB icon
93
Vanguard Morningstar Small-Cap ETF
VB
$78.5B
$6.11M 0.09%
24,013
-528
-2% -$131K
QQQ icon
94
Invesco QQQ Trust
QQQ
$474B
$6.1M 0.09%
10,159
-78
-0.8% -$44.7K
PLTR icon
95
Palantir
PLTR
$415B
$6.08M 0.09%
33,351
– –
CRM icon
96
Salesforce
CRM
$210B
$6.02M 0.09%
25,396
-586
-2% -$148K
VTI icon
97
Vanguard Morningstar Total Stock Market ETF
VTI
$681B
$5.99M 0.09%
18,244
– –
ECL icon
98
Ecolab
ECL
$77B
$5.8M 0.09%
21,179
– –
IWB icon
99
iShares Russell 1000 ETF
IWB
$48.4B
$5.73M 0.08%
15,680
+128
+0.8% +$45.1K
ITW icon
100
Illinois Tool Works
ITW
$76.5B
$5.6M 0.08%
21,458
-173
-0.8% -$45.1K
2 3
4
5 6

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HPG
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AACR
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Evercore Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Evercore Wealth Management held 427 positions worth $6.81B, up 6% from $6.43B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Evercore Wealth Management's Q3 2025 filing shows 21 new, 73 increased, 186 reduced and 14 closed positions. Its largest new stake was Mercado Libre: 23,137 shares worth $54.1M. The largest sale was Ansys, an estimated $75.6M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q3 2025 buy was Mercado Libre: 23,137 shares worth $54.1M.
  • Evercore Wealth Management added most to Ares Capital in Q3 2025, an estimated $16.1M increase.
  • Evercore Wealth Management's biggest Q3 2025 reduction was Accenture, cutting an estimated $55.6M.
  • Evercore Wealth Management fully exited Ansys in Q3 2025, selling an estimated $75.6M.
  • Evercore Wealth Management's ten largest holdings make up 41% of its $6.81B portfolio in Q3 2025.
  • Evercore Wealth Management opened 21 new positions and closed 14 in Q3 2025.
  • Evercore Wealth Management's portfolio value rose 6% quarter-over-quarter to $6.81B.

Based on Evercore Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.