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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
+1.97%
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
$6.68B
AUM Growth
+$9.06M
Cap. Flow
+$13M
Cap. Flow %
0.2%
Top 10 Hldgs %
38.9%
Holding
441
New
24
Increased
81
Reduced
150
Closed
24

Top Buys

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$54.6M
2
VIK icon
Viking Holdings
VIK
+$51.8M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$12.2M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$8.8M
5
CROX icon
Crocs
CROX
+$7.07M

Top Sells

Rank Stock Value
1
CVX icon
Chevron
CVX
+$22.3M
2
CE icon
Celanese
CE
+$21.2M
3
MCD icon
McDonald's
MCD
+$13.4M
4
BX icon
Blackstone
BX
+$12.6M
5
CBRE icon
CBRE Group
CBRE
+$9.91M

Sector Composition

Rank Sector Weight
1 Technology 26.18%
2 Financials 18.95%
3 Consumer Discretionary 15.48%
4 Healthcare 8.41%
5 Miscellaneous 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIS icon
101
Walt Disney
DIS
$184B
$4.81M 0.07%
43,165
-1,258
-3% -$132K
RPM icon
102
RPM International
RPM
$12.8B
$4.74M 0.07%
38,550
-4,000
-9% -$528K
CHD icon
103
Church & Dwight Co
CHD
$22.4B
$4.71M 0.07%
44,947
-835
-2% -$88.1K
VWO icon
104
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$4.64M 0.07%
105,355
+4,482
+4% +$208K
EMR icon
105
Emerson Electric
EMR
$82B
$4.52M 0.07%
36,466
– –
NET icon
106
Cloudflare
NET
$117B
$4.47M 0.07%
41,500
– –
GTLS
107
DELISTED
Chart Industries
GTLS
$4.46M 0.07%
23,396
-7,095
-23% -$1.14M
VUG icon
108
Vanguard Morningstar Growth ETF
VUG
$224B
$4.43M 0.07%
64,812
– –
IJR icon
109
iShares Core S&P Small-Cap ETF
IJR
$106B
$4.36M 0.07%
37,846
+44
+0.1% +$5.26K
HON icon
110
Honeywell
HON
$64.5B
$4.36M 0.07%
20,462
-160
-0.8% -$33.4K
APH icon
111
Amphenol
APH
$191B
$4.34M 0.07%
125,018
-4,528
-3% -$158K
GLDM icon
112
SPDR Gold MiniShares Trust
GLDM
$31.5B
$4.31M 0.06%
82,935
+6,300
+8% +$332K
META icon
113
Meta Platforms (Facebook)
META
$1.71T
$4.23M 0.06%
7,226
+79
+1% +$46.4K
PGR icon
114
Progressive
PGR
$129B
$4.22M 0.06%
17,601
-227
-1% -$57.1K
AXP icon
115
American Express
AXP
$219B
$4.16M 0.06%
14,031
+343
+3% +$98.5K
AFL icon
116
Aflac
AFL
$58.9B
$4.05M 0.06%
39,174
– –
NFLX icon
117
Netflix
NFLX
$324B
$4.01M 0.06%
44,950
– –
VV icon
118
Vanguard Morningstar Large-Cap ETF
VV
$53.7B
$3.94M 0.06%
14,607
-540
-4% -$146K
VO icon
119
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$3.89M 0.06%
58,924
-3,920
-6% -$266K
BAC icon
120
Bank of America
BAC
$416B
$3.82M 0.06%
86,838
-1,080
-1% -$47.5K
PFE icon
121
Pfizer
PFE
$157B
$3.81M 0.06%
143,736
-29,647
-17% -$804K
CAT icon
122
Caterpillar
CAT
$360B
$3.69M 0.06%
10,167
+194
+2% +$75.2K
CARR icon
123
Carrier Global
CARR
$45.8B
$3.64M 0.05%
53,335
-1,000
-2% -$75.4K
XLF icon
124
State Street Financial Select Sector SPDR ETF
XLF
$54.4B
$3.53M 0.05%
73,036
-1,525
-2% -$73.7K
QCOM icon
125
Qualcomm
QCOM
$201B
$3.43M 0.05%
22,299
-11
-0% -$1.8K
3 4
5
6 7

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HPG
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AACR
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Evercore Wealth Management's Q4 2024 Portfolio in Review

As of Q4 2024, Evercore Wealth Management held 441 positions worth $6.68B, up 0.14% from $6.67B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q4 2024 filing shows 24 new, 81 increased, 150 reduced and 24 closed positions. Its largest new stake was Fiserv Inc: 267,653 shares worth $55M. The largest sale was Chevron, an estimated $22.3M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q4 2024 buy was Fiserv Inc: 267,653 shares worth $55M.
  • Evercore Wealth Management added most to State Street Health Care Select Sector SPDR ETF in Q4 2024, an estimated $12.2M increase.
  • Evercore Wealth Management's biggest Q4 2024 reduction was Chevron, cutting an estimated $22.3M.
  • Evercore Wealth Management fully exited CVS Health in Q4 2024, selling an estimated $1.9M.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $6.68B portfolio in Q4 2024.
  • Evercore Wealth Management opened 24 new positions and closed 24 in Q4 2024.
  • Evercore Wealth Management's portfolio value rose 0.14% quarter-over-quarter to $6.68B.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.