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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
SBUX icon
126
Starbucks
SBUX
$110B
$3.31M 0.05%
33,750
-453
-1% -$46.8K
IVE icon
127
iShares S&P 500 Value ETF
IVE
$49.4B
$3.21M 0.05%
16,837
-525
-3% -$102K
CAT icon
128
Caterpillar
CAT
$360B
$3.13M 0.05%
9,484
-683
-7% -$243K
BAC icon
129
Bank of America
BAC
$416B
$3.08M 0.05%
73,709
-13,129
-15% -$585K
DUK icon
130
Duke Energy
DUK
$91.8B
$3.03M 0.05%
24,836
-147
-0.6% -$16.8K
CSR
131
Centerspace
CSR
$972M
$3.03M 0.05%
46,771
– –
ICE icon
132
Intercontinental Exchange
ICE
$88.1B
$3.02M 0.05%
17,481
-120
-0.7% -$19.7K
PLTR icon
133
Palantir
PLTR
$415B
$2.98M 0.05%
35,361
-2,825
-7% -$248K
TRV icon
134
Travelers Companies
TRV
$78.8B
$2.89M 0.05%
10,914
– –
MTD icon
135
Mettler-Toledo International
MTD
$26.7B
$2.86M 0.05%
2,421
-38
-2% -$48.5K
TMUS icon
136
T-Mobile US
TMUS
$194B
$2.84M 0.05%
10,662
-876
-8% -$216K
GS icon
137
Goldman Sachs
GS
$284B
$2.82M 0.05%
5,168
-78
-1% -$46.9K
OTIS icon
138
Otis Worldwide
OTIS
$26.1B
$2.79M 0.04%
27,064
-404
-1% -$39.5K
IWR icon
139
iShares Russell Mid-Cap ETF
IWR
$55.4B
$2.74M 0.04%
32,197
– –
WFC icon
140
Wells Fargo
WFC
$271B
$2.64M 0.04%
36,826
-169
-0.5% -$12.7K
CL icon
141
Colgate-Palmolive
CL
$69.4B
$2.52M 0.04%
26,913
-1,335
-5% -$120K
IDXX icon
142
Idexx Laboratories
IDXX
$40.2B
$2.5M 0.04%
5,944
-7
-0.1% -$3.04K
CE icon
143
Celanese
CE
$5.18B
$2.41M 0.04%
42,385
-412,108
-91% -$25.7M
VIG icon
144
Vanguard Dividend Appreciation ETF
VIG
$111B
$2.4M 0.04%
12,387
– –
IWD icon
145
iShares Russell 1000 Value ETF
IWD
$82.8B
$2.3M 0.04%
12,233
-54
-0.4% -$10.3K
MDT icon
146
Medtronic
MDT
$120B
$2.29M 0.04%
25,521
-930
-4% -$83.2K
XLY icon
147
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.1B
$2.21M 0.04%
22,400
-1,104
-5% -$120K
XLC icon
148
State Street Communication Services Select Sector SPDR ETF
XLC
$23.1B
$2.2M 0.04%
22,848
-2,250
-9% -$225K
XLI icon
149
State Street Industrial Select Sector SPDR ETF
XLI
$30.6B
$2.17M 0.03%
16,582
-550
-3% -$74.3K
GE icon
150
GE Aerospace
GE
$319B
$2.13M 0.03%
10,641
+205
+2% +$40.3K
4 5
6
7 8

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HPG
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AACR
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CGPCS
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TCM
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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.