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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
+13.55%
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
$7.07B
AUM Growth
+$708M
Cap. Flow
+$4.94M
Cap. Flow %
0.07%
Top 10 Hldgs %
39.19%
Holding
453
New
35
Increased
81
Reduced
176
Closed
20

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$86M
2
APH icon
Amphenol
APH
+$72.2M
3
NOW icon
ServiceNow
NOW
+$57.8M
4
CASY icon
Casey's General Stores
CASY
+$30.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$13.8M

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$44.9M
2
MELI icon
Mercado Libre
MELI
+$39.9M
3
FIX icon
Comfort Systems
FIX
+$39.8M
4
AMT icon
American Tower
AMT
+$28.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$25.8M

Sector Composition

Rank Sector Weight
1 Technology 23.48%
2 Financials 18.61%
3 Consumer Discretionary 14.63%
4 Miscellaneous 13.26%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITW icon
101
Illinois Tool Works
ITW
$76.9B
$5.43M 0.08%
20,072
-1,370
-6% -$355K
ABT icon
102
Abbott
ABT
$187B
$5.36M 0.08%
59,037
-28,786
-33% -$2.63M
VUG icon
103
Vanguard Morningstar Growth ETF
VUG
$228B
$5.33M 0.08%
61,885
+673
+1% +$56.6K
NET icon
104
Cloudflare
NET
$99.3B
$5.25M 0.07%
21,400
-4,180
-16% -$914K
UNP icon
105
Union Pacific
UNP
$172B
$5.17M 0.07%
19,018
-646
-3% -$170K
GS icon
106
Goldman Sachs
GS
$302B
$5.04M 0.07%
4,984
-213
-4% -$208K
IJR icon
107
iShares Core S&P Small-Cap ETF
IJR
$110B
$4.99M 0.07%
33,677
-265
-0.8% -$36.4K
VO icon
108
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$4.98M 0.07%
61,832
– –
VV icon
109
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$4.85M 0.07%
14,100
– –
CHKP icon
110
Check Point Software Technologies
CHKP
$14B
$4.75M 0.07%
36,175
– –
PM icon
111
Philip Morris
PM
$284B
$4.49M 0.06%
24,836
-84
-0.3% -$14.6K
INTC icon
112
Intel
INTC
$506B
$4.28M 0.06%
30,663
-2,255
-7% -$228K
EMR icon
113
Emerson Electric
EMR
$85.2B
$4.28M 0.06%
29,880
-20
-0.1% -$2.81K
AXP icon
114
American Express
AXP
$220B
$4.28M 0.06%
12,645
-7
-0.1% -$2.24K
GEV icon
115
GE Vernova
GEV
$251B
$4.2M 0.06%
3,577
+103
+3% +$105K
AGG icon
116
iShares Core US Aggregate Bond ETF
AGG
$138B
$4.13M 0.06%
41,750
+407
+1% +$40.3K
DHR icon
117
Danaher
DHR
$146B
$4.09M 0.06%
21,454
-268
-1% -$48.7K
GE icon
118
GE Aerospace
GE
$350B
$4.03M 0.06%
10,784
+512
+5% +$160K
GLW icon
119
Corning
GLW
$133B
$3.97M 0.06%
15,548
-200
-1% -$36.4K
CRM icon
120
Salesforce
CRM
$213B
$3.87M 0.05%
24,691
-12
-0% -$2.11K
XLF icon
121
State Street Financial Select Sector SPDR ETF
XLF
$55B
$3.83M 0.05%
71,496
– –
ORLY icon
122
O'Reilly Automotive
ORLY
$71.1B
$3.78M 0.05%
41,085
+25
+0.1% +$2.28K
IVE icon
123
iShares S&P 500 Value ETF
IVE
$50.1B
$3.78M 0.05%
16,631
-31
-0.2% -$6.92K
PLTR icon
124
Palantir
PLTR
$419B
$3.68M 0.05%
31,551
+500
+2% +$68.2K
MU icon
125
Micron Technology
MU
$1.15T
$3.63M 0.05%
3,148
-507
-14% -$380K
3 4
5
6 7

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Evercore Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Evercore Wealth Management held 453 positions worth $7.07B, up 11% from $6.36B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q2 2026 filing shows 35 new, 81 increased, 176 reduced and 20 closed positions. Its largest new stake was Casey's General Stores: 37,619 shares worth $29.9M. The largest sale was Adobe, an estimated $44.9M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q2 2026 buy was Casey's General Stores: 37,619 shares worth $29.9M.
  • Evercore Wealth Management added most to Broadcom in Q2 2026, an estimated $86M increase.
  • Evercore Wealth Management's biggest Q2 2026 reduction was Adobe, cutting an estimated $44.9M.
  • Evercore Wealth Management fully exited White Mountains Insurance in Q2 2026, selling an estimated $439K.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $7.07B portfolio in Q2 2026.
  • Evercore Wealth Management opened 35 new positions and closed 20 in Q2 2026.
  • Evercore Wealth Management's portfolio value rose 11% quarter-over-quarter to $7.07B.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.