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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
-2.93%
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
$6.36B
AUM Growth
-$464M
Cap. Flow
-$131M
Cap. Flow %
-2.06%
Top 10 Hldgs %
39.23%
Holding
439
New
19
Increased
53
Reduced
190
Closed
21

Top Buys

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$75.7M
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$16.9M
3
SN icon
SharkNinja
SN
+$15.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
PGR icon
Progressive
PGR
+$8.28M

Top Sells

Rank Stock Value
1
CDW icon
CDW
CDW
+$56.4M
2
FIX icon
Comfort Systems
FIX
+$26.6M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$20.6M
4
AAPL icon
Apple
AAPL
+$18.8M
5
JPM icon
JPMorgan Chase
JPM
+$16.6M

Sector Composition

Rank Sector Weight
1 Technology 21.23%
2 Financials 19.58%
3 Consumer Discretionary 14.7%
4 Communication Services 8.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NET icon
101
Cloudflare
NET
$96.1B
$5.28M 0.08%
25,580
– –
CHKP icon
102
Check Point Software Technologies
CHKP
$13.3B
$5.17M 0.08%
36,175
-25
-0.1% -$4.19K
UNP icon
103
Union Pacific
UNP
$174B
$4.77M 0.08%
19,664
-139
-0.7% -$34K
CRM icon
104
Salesforce
CRM
$134B
$4.61M 0.07%
24,703
-196
-0.8% -$40.6K
PLTR icon
105
Palantir
PLTR
$300B
$4.54M 0.07%
31,051
-2,300
-7% -$352K
VUG icon
106
Vanguard Growth ETF
VUG
$222B
$4.46M 0.07%
61,212
– –
VO icon
107
Vanguard Mid-Cap ETF
VO
$106B
$4.44M 0.07%
61,832
+7,576
+14% +$563K
GS icon
108
Goldman Sachs
GS
$323B
$4.4M 0.07%
5,197
– –
IJR icon
109
iShares Core S&P Small-Cap ETF
IJR
$110B
$4.22M 0.07%
33,942
+450
+1% +$57.2K
VV icon
110
Vanguard Large-Cap ETF
VV
$52.6B
$4.21M 0.07%
14,100
– –
SPTM icon
111
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$4.16M 0.07%
52,608
+4,526
+9% +$374K
PM icon
112
Philip Morris
PM
$303B
$4.12M 0.06%
24,920
-1,007
-4% -$175K
DHR icon
113
Danaher
DHR
$126B
$4.12M 0.06%
21,722
-365
-2% -$77.7K
AGG icon
114
iShares Core US Aggregate Bond ETF
AGG
$138B
$4.1M 0.06%
41,343
+407
+1% +$40.7K
EMR icon
115
Emerson Electric
EMR
$78.2B
$3.92M 0.06%
29,900
-801
-3% -$115K
AXP icon
116
American Express
AXP
$238B
$3.83M 0.06%
12,652
-1,229
-9% -$412K
ORLY icon
117
O'Reilly Automotive
ORLY
$72.2B
$3.79M 0.06%
41,060
-60
-0.1% -$5.63K
HON icon
118
Honeywell
HON
$73.7B
$3.7M 0.06%
16,353
-980
-6% -$224K
META icon
119
Meta Platforms (Facebook)
META
$1.6T
$3.6M 0.06%
6,299
– –
XLF icon
120
State Street Financial Select Sector SPDR ETF
XLF
$55.3B
$3.53M 0.06%
71,496
-1,700
-2% -$88.6K
IVE icon
121
iShares S&P 500 Value ETF
IVE
$48.8B
$3.52M 0.06%
16,662
– –
DIS icon
122
Walt Disney
DIS
$168B
$3.44M 0.05%
35,705
-1,855
-5% -$196K
NFLX icon
123
Netflix
NFLX
$290B
$3.43M 0.05%
35,711
-850
-2% -$74.9K
DUK icon
124
Duke Energy
DUK
$99.4B
$3.15M 0.05%
24,084
-503
-2% -$62.9K
WFC icon
125
Wells Fargo
WFC
$262B
$3.06M 0.05%
38,475
– –
3 4
5
6 7

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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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Evercore Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Evercore Wealth Management held 439 positions worth $6.36B, down 6.8% from $6.82B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q1 2026 filing shows 19 new, 53 increased, 190 reduced and 21 closed positions. Its largest new stake was Voyager Technologies: 63,494 shares worth $1.49M. The largest sale was CDW, an estimated $56.4M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q1 2026 buy was Voyager Technologies: 63,494 shares worth $1.49M.
  • Evercore Wealth Management added most to Spotify in Q1 2026, an estimated $75.7M increase.
  • Evercore Wealth Management's biggest Q1 2026 reduction was CDW, cutting an estimated $56.4M.
  • Evercore Wealth Management fully exited BorgWarner in Q1 2026, selling an estimated $1.63M.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $6.36B portfolio in Q1 2026.
  • Evercore Wealth Management opened 19 new positions and closed 21 in Q1 2026.
  • Evercore Wealth Management's portfolio value fell 6.8% quarter-over-quarter to $6.36B.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.