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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
+2.64%
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
$6.82B
AUM Growth
+$9.37M
Cap. Flow
-$75.6M
Cap. Flow %
-1.11%
Top 10 Hldgs %
42.17%
Holding
439
New
26
Increased
54
Reduced
199
Closed
19

Top Buys

Rank Stock Value
1
SN icon
SharkNinja
SN
+$53M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.1M
3
ARCC icon
Ares Capital
ARCC
+$11M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$8.39M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.16M

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$30.7M
2
NVDA icon
NVIDIA
NVDA
+$13.7M
3
UNH icon
UnitedHealth
UNH
+$12.7M
4
AAPL icon
Apple
AAPL
+$11.5M
5
EOG icon
EOG Resources
EOG
+$8.28M

Sector Composition

Rank Sector Weight
1 Technology 24.44%
2 Financials 20.94%
3 Consumer Discretionary 14.29%
4 Communication Services 8.05%
5 Healthcare 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
76
iShares Russell 2000 ETF
IWM
$80.9B
$9.62M 0.14%
39,079
+3,053
+8% +$751K
KO icon
77
Coca-Cola
KO
$354B
$9.43M 0.14%
134,856
-2,723
-2% -$190K
MDY icon
78
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$9.39M 0.14%
15,560
-124
-0.8% -$74.2K
XLK icon
79
State Street Technology Select Sector SPDR ETF
XLK
$115B
$9.16M 0.13%
63,628
-5,876
-8% -$849K
WMT icon
80
Walmart Inc
WMT
$871B
$8.84M 0.13%
79,320
-361
-0.5% -$38.8K
BRK.A icon
81
Berkshire Hathaway Class A
BRK.A
$1.07T
$8.3M 0.12%
11
-1
-8% -$746K
APH icon
82
Amphenol
APH
$188B
$8.29M 0.12%
61,317
-156
-0.3% -$20.9K
JBL icon
83
Jabil
JBL
$32.8B
$8.17M 0.12%
35,840
-200
-0.6% -$42.7K
LOW icon
84
Lowe's Companies
LOW
$116B
$7.78M 0.11%
32,250
-505
-2% -$121K
VWO icon
85
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$7.64M 0.11%
142,085
+11,696
+9% +$635K
TXN icon
86
Texas Instruments
TXN
$255B
$7.44M 0.11%
42,906
-3,938
-8% -$674K
XLV icon
87
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$7.23M 0.11%
46,725
-70
-0.1% -$10.5K
MPLX icon
88
MPLX
MPLX
$59.5B
$7.05M 0.1%
132,053
– –
EPD icon
89
Enterprise Products Partners
EPD
$83.8B
$6.94M 0.1%
216,493
– –
IVW icon
90
iShares S&P 500 Growth ETF
IVW
$72.5B
$6.73M 0.1%
54,595
-415
-0.8% -$50.8K
CHKP icon
91
Check Point Software Technologies
CHKP
$13.3B
$6.72M 0.1%
36,200
-68
-0.2% -$13.1K
CRM icon
92
Salesforce
CRM
$134B
$6.6M 0.1%
24,899
-497
-2% -$124K
VTI icon
93
Vanguard Total Stock Market ETF
VTI
$654B
$6.27M 0.09%
18,703
+459
+3% +$153K
AMAT icon
94
Applied Materials
AMAT
$426B
$6.16M 0.09%
23,961
-31
-0.1% -$7.43K
IBIT icon
95
iShares Bitcoin Trust
IBIT
$47.2B
$6.07M 0.09%
122,252
+92,411
+310% +$5.25M
VGK icon
96
Vanguard FTSE Europe ETF
VGK
$30B
$6.03M 0.09%
72,104
-8,643
-11% -$702K
PLTR icon
97
Palantir
PLTR
$295B
$5.93M 0.09%
33,351
– –
VB icon
98
Vanguard Small-Cap ETF
VB
$79.5B
$5.86M 0.09%
22,723
-1,290
-5% -$330K
AMGN icon
99
Amgen
AMGN
$203B
$5.86M 0.09%
17,906
-56
-0.3% -$17.8K
ECL icon
100
Ecolab
ECL
$75.6B
$5.46M 0.08%
20,811
-368
-2% -$98K
2 3
4
5 6

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EC
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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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CA
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Evercore Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Evercore Wealth Management held 439 positions worth $6.82B, up 0.14% from $6.81B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Evercore Wealth Management's Q4 2025 filing shows 26 new, 54 increased, 199 reduced and 19 closed positions. Its largest new stake was SharkNinja: 537,662 shares worth $60.2M. The largest sale was Fiserv Inc, an estimated $30.7M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q4 2025 buy was SharkNinja: 537,662 shares worth $60.2M.
  • Evercore Wealth Management added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $15.1M increase.
  • Evercore Wealth Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $13.7M.
  • Evercore Wealth Management fully exited Fiserv Inc in Q4 2025, selling an estimated $30.7M.
  • Evercore Wealth Management's ten largest holdings make up 42% of its $6.82B portfolio in Q4 2025.
  • Evercore Wealth Management opened 26 new positions and closed 19 in Q4 2025.
  • Evercore Wealth Management's portfolio value rose 0.14% quarter-over-quarter to $6.82B.

Based on Evercore Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.