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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
+10.24%
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
$6.81B
AUM Growth
+$383M
Cap. Flow
-$153M
Cap. Flow %
-2.24%
Top 10 Hldgs %
41.5%
Holding
427
New
21
Increased
73
Reduced
186
Closed
14

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$55.5M
2
ARCC icon
Ares Capital
ARCC
+$16.1M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$13.5M
5
PGR icon
Progressive
PGR
+$10.5M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$75.6M
2
ACN icon
Accenture
ACN
+$55.6M
3
UNH icon
UnitedHealth
UNH
+$49.7M
4
FISV
Fiserv Inc
FISV
+$13.1M
5
NVDA icon
NVIDIA
NVDA
+$13M

Sector Composition

Rank Sector Weight
1 Technology 26.05%
2 Financials 21.13%
3 Consumer Discretionary 14.37%
4 Miscellaneous 10.31%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDXX icon
126
Idexx Laboratories
IDXX
$40.2B
$3.21M 0.05%
5,024
-420
-8% -$255K
GE icon
127
GE Aerospace
GE
$319B
$3.16M 0.05%
10,490
-143
-1% -$39.1K
NKE icon
128
Nike
NKE
$53.7B
$3.13M 0.05%
44,944
-472
-1% -$35.2K
QCOM icon
129
Qualcomm
QCOM
$201B
$3.04M 0.04%
18,273
– –
DUK icon
130
Duke Energy
DUK
$91.8B
$2.99M 0.04%
24,197
-613
-2% -$74.4K
AFL icon
131
Aflac
AFL
$58.9B
$2.97M 0.04%
26,556
-50
-0.2% -$5.25K
CHD icon
132
Church & Dwight Co
CHD
$22.4B
$2.96M 0.04%
33,790
-158
-0.5% -$14.8K
IWR icon
133
iShares Russell Mid-Cap ETF
IWR
$55.4B
$2.96M 0.04%
30,614
-1,581
-5% -$150K
ICE icon
134
Intercontinental Exchange
ICE
$88.1B
$2.95M 0.04%
17,481
– –
TRV icon
135
Travelers Companies
TRV
$78.8B
$2.94M 0.04%
10,547
+383
+4% +$103K
CSR
136
Centerspace
CSR
$972M
$2.75M 0.04%
46,771
– –
MTD icon
137
Mettler-Toledo International
MTD
$26.7B
$2.69M 0.04%
2,194
– –
XLC icon
138
State Street Communication Services Select Sector SPDR ETF
XLC
$23.1B
$2.67M 0.04%
22,596
-145
-0.6% -$16.1K
XLY icon
139
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.1B
$2.66M 0.04%
22,200
-200
-0.9% -$22.9K
VIG icon
140
Vanguard Dividend Appreciation ETF
VIG
$111B
$2.65M 0.04%
12,293
-94
-0.8% -$19.7K
BAC icon
141
Bank of America
BAC
$416B
$2.65M 0.04%
51,314
+2,290
+5% +$112K
PFE icon
142
Pfizer
PFE
$157B
$2.62M 0.04%
102,699
-16,403
-14% -$405K
XLI icon
143
State Street Industrial Select Sector SPDR ETF
XLI
$30.6B
$2.55M 0.04%
16,527
+25
+0.2% +$3.79K
BA icon
144
Boeing
BA
$166B
$2.53M 0.04%
11,742
+1,900
+19% +$428K
MDT icon
145
Medtronic
MDT
$120B
$2.46M 0.04%
25,794
-1,285
-5% -$118K
VGT icon
146
Vanguard Information Technology ETF
VGT
$146B
$2.37M 0.03%
25,400
– –
AAXJ icon
147
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.87B
$2.37M 0.03%
25,985
-175
-0.7% -$15.1K
IWD icon
148
iShares Russell 1000 Value ETF
IWD
$82.8B
$2.34M 0.03%
11,514
-469
-4% -$93.3K
OTIS icon
149
Otis Worldwide
OTIS
$26.1B
$2.33M 0.03%
25,441
-1,672
-6% -$152K
LMT icon
150
Lockheed Martin
LMT
$123B
$2.29M 0.03%
4,595
-63
-1% -$28.6K
4 5
6
7 8

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HPG
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Evercore Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Evercore Wealth Management held 427 positions worth $6.81B, up 6% from $6.43B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Evercore Wealth Management's Q3 2025 filing shows 21 new, 73 increased, 186 reduced and 14 closed positions. Its largest new stake was Mercado Libre: 23,137 shares worth $54.1M. The largest sale was Ansys, an estimated $75.6M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q3 2025 buy was Mercado Libre: 23,137 shares worth $54.1M.
  • Evercore Wealth Management added most to Ares Capital in Q3 2025, an estimated $16.1M increase.
  • Evercore Wealth Management's biggest Q3 2025 reduction was Accenture, cutting an estimated $55.6M.
  • Evercore Wealth Management fully exited Ansys in Q3 2025, selling an estimated $75.6M.
  • Evercore Wealth Management's ten largest holdings make up 41% of its $6.81B portfolio in Q3 2025.
  • Evercore Wealth Management opened 21 new positions and closed 14 in Q3 2025.
  • Evercore Wealth Management's portfolio value rose 6% quarter-over-quarter to $6.81B.

Based on Evercore Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.