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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
QQQ icon
101
Invesco QQQ Trust
QQQ
$455B
$5.39M 0.08%
8,769
-1,390
-14% -$853K
ITW icon
102
Illinois Tool Works
ITW
$81.4B
$5.28M 0.08%
21,447
-11
-0.1% -$2.74K
IWB icon
103
iShares Russell 1000 ETF
IWB
$47.7B
$5.27M 0.08%
14,110
-1,570
-10% -$582K
AXP icon
104
American Express
AXP
$223B
$5.14M 0.08%
13,881
-260
-2% -$93K
CAT icon
105
Caterpillar
CAT
$409B
$5.13M 0.08%
8,956
-777
-8% -$432K
DHR icon
106
Danaher
DHR
$135B
$5.06M 0.07%
22,087
+18
+0.1% +$3.96K
NET icon
107
Cloudflare
NET
$93B
$5.04M 0.07%
25,580
– –
VUG icon
108
Vanguard Growth ETF
VUG
$216B
$4.98M 0.07%
61,212
-60
-0.1% -$4.87K
UNP icon
109
Union Pacific
UNP
$183B
$4.58M 0.07%
19,803
-799
-4% -$182K
GS icon
110
Goldman Sachs
GS
$313B
$4.57M 0.07%
5,197
-29
-0.6% -$23.7K
VV icon
111
Vanguard Large-Cap ETF
VV
$51.9B
$4.44M 0.07%
14,100
-62
-0.4% -$19.4K
DIS icon
112
Walt Disney
DIS
$165B
$4.27M 0.06%
37,560
-725
-2% -$79.8K
PM icon
113
Philip Morris
PM
$301B
$4.16M 0.06%
25,927
+75
+0.3% +$11.6K
META icon
114
Meta Platforms (Facebook)
META
$1.51T
$4.16M 0.06%
6,299
– –
AGG icon
115
iShares Core US Aggregate Bond ETF
AGG
$138B
$4.09M 0.06%
40,936
+1,202
+3% +$121K
EMR icon
116
Emerson Electric
EMR
$82.9B
$4.07M 0.06%
30,701
-204
-0.7% -$27.1K
IJR icon
117
iShares Core S&P Small-Cap ETF
IJR
$109B
$4.03M 0.06%
33,492
-3,173
-9% -$379K
XLF icon
118
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$4.01M 0.06%
73,196
+1,075
+1% +$57.3K
SPTM icon
119
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$3.97M 0.06%
48,082
+33,954
+240% +$2.78M
VO icon
120
Vanguard Mid-Cap ETF
VO
$106B
$3.94M 0.06%
54,256
– –
ORLY icon
121
O'Reilly Automotive
ORLY
$72.4B
$3.75M 0.06%
41,120
-1,000
-2% -$97.7K
WFC icon
122
Wells Fargo
WFC
$261B
$3.59M 0.05%
38,475
– –
IVE icon
123
iShares S&P 500 Value ETF
IVE
$48.9B
$3.53M 0.05%
16,662
-3
-0% -$629
NFLX icon
124
Netflix
NFLX
$292B
$3.43M 0.05%
36,561
-7,509
-17% -$810K
HON icon
125
Honeywell
HON
$77.1B
$3.38M 0.05%
17,333
-1,121
-6% -$219K
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 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.