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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
ORLY icon
126
O'Reilly Automotive
ORLY
$68.9B
$3.35M 0.05%
42,405
– –
IVE icon
127
iShares S&P 500 Value ETF
IVE
$49.4B
$3.31M 0.05%
17,362
+2,812
+19% +$558K
SBUX icon
128
Starbucks
SBUX
$110B
$3.12M 0.05%
34,203
-1,935
-5% -$187K
CSR
129
Centerspace
CSR
$972M
$3.09M 0.05%
46,771
– –
MTD icon
130
Mettler-Toledo International
MTD
$26.7B
$3.01M 0.05%
2,459
-65
-3% -$84.8K
GS icon
131
Goldman Sachs
GS
$284B
$3M 0.05%
5,246
– –
PM icon
132
Philip Morris
PM
$303B
$3M 0.05%
24,943
+1
+0% +$126
PLTR icon
133
Palantir
PLTR
$415B
$2.89M 0.04%
38,186
– –
IWR icon
134
iShares Russell Mid-Cap ETF
IWR
$55.4B
$2.85M 0.04%
32,197
-3,028
-9% -$275K
DUK icon
135
Duke Energy
DUK
$91.8B
$2.69M 0.04%
24,983
-584
-2% -$66.2K
XLY icon
136
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.1B
$2.64M 0.04%
23,504
-660
-3% -$70.6K
TRV icon
137
Travelers Companies
TRV
$78.8B
$2.63M 0.04%
10,914
+9
+0.1% +$2.25K
ICE icon
138
Intercontinental Exchange
ICE
$88.1B
$2.62M 0.04%
17,601
-210
-1% -$33.3K
WFC icon
139
Wells Fargo
WFC
$271B
$2.6M 0.04%
36,995
-209
-0.6% -$14.3K
CL icon
140
Colgate-Palmolive
CL
$69.4B
$2.57M 0.04%
28,248
-100
-0.4% -$9.54K
TMUS icon
141
T-Mobile US
TMUS
$194B
$2.55M 0.04%
11,538
-2,000
-15% -$455K
OTIS icon
142
Otis Worldwide
OTIS
$26.1B
$2.54M 0.04%
27,468
-4
-0% -$401
IDXX icon
143
Idexx Laboratories
IDXX
$40.2B
$2.46M 0.04%
5,951
-4
-0.1% -$1.75K
XLC icon
144
State Street Communication Services Select Sector SPDR ETF
XLC
$23.1B
$2.43M 0.04%
25,098
-2,207
-8% -$210K
VIG icon
145
Vanguard Dividend Appreciation ETF
VIG
$111B
$2.43M 0.04%
12,387
+2,144
+21% +$428K
IWD icon
146
iShares Russell 1000 Value ETF
IWD
$82.8B
$2.27M 0.03%
12,287
-308
-2% -$59.1K
ATR icon
147
AptarGroup
ATR
$7.93B
$2.26M 0.03%
14,377
-500
-3% -$83.5K
XLI icon
148
State Street Industrial Select Sector SPDR ETF
XLI
$30.6B
$2.26M 0.03%
17,132
-900
-5% -$124K
LMT icon
149
Lockheed Martin
LMT
$123B
$2.13M 0.03%
4,375
+20
+0.5% +$10.9K
IEFA icon
150
iShares Core MSCI EAFE ETF
IEFA
$193B
$2.11M 0.03%
30,079
+23
+0.1% +$1.7K
4 5
6
7 8

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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.