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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
-2.57%
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
$6.22B
AUM Growth
-$451M
Cap. Flow
-$199M
Cap. Flow %
-3.19%
Top 10 Hldgs %
37.4%
Holding
438
New
21
Increased
38
Reduced
231
Closed
22

Top Buys

Rank Stock Value
1
UBER icon
Uber
UBER
+$71.2M
2
PGR icon
Progressive
PGR
+$56.7M
3
FIX icon
Comfort Systems
FIX
+$51M
4
VIK icon
Viking Holdings
VIK
+$16.7M
5
NVDA icon
NVIDIA
NVDA
+$13.5M

Top Sells

Rank Stock Value
1
ABT icon
Abbott
ABT
+$80.2M
2
MCD icon
McDonald's
MCD
+$67M
3
BWA icon
BorgWarner
BWA
+$33.7M
4
CE icon
Celanese
CE
+$25.7M
5
STZ icon
Constellation Brands
STZ
+$20.6M

Sector Composition

Rank Sector Weight
1 Technology 25.89%
2 Financials 20.36%
3 Consumer Discretionary 14.59%
4 Miscellaneous 8.84%
5 Healthcare 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWO icon
101
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$4.54M 0.07%
100,257
-5,098
-5% -$229K
RPM icon
102
RPM International
RPM
$12.8B
$4.43M 0.07%
38,300
-250
-0.6% -$30.4K
CHD icon
103
Church & Dwight Co
CHD
$22.4B
$4.4M 0.07%
39,985
-4,962
-11% -$531K
NFLX icon
104
Netflix
NFLX
$324B
$4.18M 0.07%
44,820
-130
-0.3% -$12.4K
AFL icon
105
Aflac
AFL
$58.9B
$4.17M 0.07%
37,481
-1,693
-4% -$180K
UPS icon
106
United Parcel Service
UPS
$87.1B
$4.09M 0.07%
37,226
-24,891
-40% -$2.98M
DIS icon
107
Walt Disney
DIS
$184B
$4.09M 0.07%
41,469
-1,696
-4% -$182K
APH icon
108
Amphenol
APH
$191B
$4.07M 0.07%
123,960
-1,058
-0.8% -$36.1K
ORLY icon
109
O'Reilly Automotive
ORLY
$68.9B
$4.05M 0.07%
42,405
– –
NKE icon
110
Nike
NKE
$53.7B
$4.02M 0.06%
63,278
-22,301
-26% -$1.64M
VUG icon
111
Vanguard Morningstar Growth ETF
VUG
$224B
$4.01M 0.06%
64,812
– –
META icon
112
Meta Platforms (Facebook)
META
$1.71T
$3.97M 0.06%
6,882
-344
-5% -$222K
PM icon
113
Philip Morris
PM
$303B
$3.94M 0.06%
24,797
-146
-0.6% -$20.7K
EMR icon
114
Emerson Electric
EMR
$82B
$3.91M 0.06%
35,635
-831
-2% -$100K
IJR icon
115
iShares Core S&P Small-Cap ETF
IJR
$106B
$3.83M 0.06%
36,625
-1,221
-3% -$138K
HON icon
116
Honeywell
HON
$64.5B
$3.82M 0.06%
19,156
-1,306
-6% -$264K
GLDM icon
117
SPDR Gold MiniShares Trust
GLDM
$31.5B
$3.79M 0.06%
61,210
-21,725
-26% -$1.23M
NET icon
118
Cloudflare
NET
$117B
$3.78M 0.06%
33,500
-8,000
-19% -$1.06M
VV icon
119
Vanguard Morningstar Large-Cap ETF
VV
$53.7B
$3.75M 0.06%
14,607
– –
AXP icon
120
American Express
AXP
$219B
$3.72M 0.06%
13,827
-204
-1% -$60.3K
VO icon
121
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$3.71M 0.06%
57,424
-1,500
-3% -$101K
XLF icon
122
State Street Financial Select Sector SPDR ETF
XLF
$54.4B
$3.59M 0.06%
72,036
-1,000
-1% -$50.2K
PFE icon
123
Pfizer
PFE
$157B
$3.4M 0.05%
134,003
-9,733
-7% -$255K
CARR icon
124
Carrier Global
CARR
$45.8B
$3.36M 0.05%
52,985
-350
-0.7% -$23.3K
QCOM icon
125
Qualcomm
QCOM
$201B
$3.35M 0.05%
21,804
-495
-2% -$80.7K
3 4
5
6 7

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HPG
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Evercore Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Evercore Wealth Management held 438 positions worth $6.22B, down 6.8% from $6.68B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Evercore Wealth Management withdrew a net $199M in Q1 2025, closing 22 positions and reducing 231 holdings. Its most notable exit was WisdomTree US Total Dividend Fund, an estimated $1.2M position sold in full.

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

Against the trend, Evercore Wealth Management opened a new position in Comfort Systems worth $40.8M.

  • Evercore Wealth Management's largest Q1 2025 buy was Comfort Systems: 126,533 shares worth $40.8M.
  • Evercore Wealth Management added most to Uber in Q1 2025, an estimated $71.2M increase.
  • Evercore Wealth Management's biggest Q1 2025 reduction was Abbott, cutting an estimated $80.2M.
  • Evercore Wealth Management fully exited WisdomTree US Total Dividend Fund in Q1 2025, selling an estimated $1.2M.
  • Evercore Wealth Management's ten largest holdings make up 37% of its $6.22B portfolio in Q1 2025.
  • Evercore Wealth Management opened 21 new positions and closed 22 in Q1 2025.
  • Evercore Wealth Management's portfolio value fell 6.8% quarter-over-quarter to $6.22B.

Based on Evercore Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.