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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
+13.55%
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
$7.07B
AUM Growth
+$708M
Cap. Flow
+$4.94M
Cap. Flow %
0.07%
Top 10 Hldgs %
39.19%
Holding
453
New
35
Increased
81
Reduced
176
Closed
20

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$86M
2
APH icon
Amphenol
APH
+$72.2M
3
NOW icon
ServiceNow
NOW
+$57.8M
4
CASY icon
Casey's General Stores
CASY
+$30.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$13.8M

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$44.9M
2
MELI icon
Mercado Libre
MELI
+$39.9M
3
FIX icon
Comfort Systems
FIX
+$39.8M
4
AMT icon
American Tower
AMT
+$28.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$25.8M

Sector Composition

Rank Sector Weight
1 Technology 23.48%
2 Financials 18.61%
3 Consumer Discretionary 14.63%
4 Miscellaneous 13.26%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BA icon
151
Boeing
BA
$168B
$2.37M 0.03%
10,955
– –
DELL icon
152
Dell
DELL
$339B
$2.34M 0.03%
5,418
-776
-13% -$224K
VT icon
153
Vanguard Total World Stock ETF
VT
$82.5B
$2.33M 0.03%
14,859
+525
+4% +$80.1K
LMT icon
154
Lockheed Martin
LMT
$121B
$2.3M 0.03%
4,521
-37
-0.8% -$20K
SBUX icon
155
Starbucks
SBUX
$119B
$2.28M 0.03%
22,268
-673
-3% -$67.8K
PFE icon
156
Pfizer
PFE
$162B
$2.25M 0.03%
93,409
-8,311
-8% -$217K
DVY icon
157
iShares Select Dividend ETF
DVY
$23.9B
$2.22M 0.03%
14,228
+65
+0.5% +$10K
LEU icon
158
Centrus Energy
LEU
$3.47B
$2.22M 0.03%
+13,230
New +$2.47M
CL icon
159
Colgate-Palmolive
CL
$70.8B
$2.21M 0.03%
24,100
-33
-0.1% -$2.89K
LRCX icon
160
Lam Research
LRCX
$385B
$2.14M 0.03%
4,944
-50
-1% -$15.2K
OEF icon
161
iShares S&P 100 ETF
OEF
$20.5B
$2.11M 0.03%
5,775
-30
-0.5% -$10.7K
ICE icon
162
Intercontinental Exchange
ICE
$90.5B
$2.11M 0.03%
17,135
– –
XLC icon
163
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$2.09M 0.03%
19,510
– –
IEFA icon
164
iShares Core MSCI EAFE ETF
IEFA
$197B
$2.08M 0.03%
21,535
+239
+1% +$23K
MAR icon
165
Marriott International
MAR
$87.8B
$2.07M 0.03%
5,596
+22
+0.4% +$8.11K
SUSA icon
166
iShares ESG Optimized MSCI USA ETF
SUSA
$4.1B
$2.06M 0.03%
13,358
– –
VOYG
167
Voyager Technologies
VOYG
$2.07B
$2.05M 0.03%
63,672
+178
+0.3% +$6.16K
MDT icon
168
Medtronic
MDT
$120B
$2.04M 0.03%
26,039
+316
+1% +$25.5K
KLAC icon
169
KLA
KLAC
$242B
$2.03M 0.03%
6,720
-80
-1% -$15.9K
ADI icon
170
Analog Devices
ADI
$176B
$2.02M 0.03%
5,093
-84
-2% -$33.2K
SEI
171
Solaris Energy Infrastructure
SEI
$3.62B
$2.01M 0.03%
25,000
– –
YUM icon
172
Yum! Brands
YUM
$41.1B
$2M 0.03%
12,533
-336
-3% -$52K
TGT icon
173
Target
TGT
$74.7B
$1.99M 0.03%
15,231
-80
-0.5% -$10.2K
MMM icon
174
3M
MMM
$86.9B
$1.97M 0.03%
12,168
-20
-0.2% -$3.03K
DBEF icon
175
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.41B
$1.95M 0.03%
35,624
– –
5 6
7
8 9

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HPG
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AACR
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CGPCS
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Evercore Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Evercore Wealth Management held 453 positions worth $7.07B, up 11% from $6.36B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q2 2026 filing shows 35 new, 81 increased, 176 reduced and 20 closed positions. Its largest new stake was Casey's General Stores: 37,619 shares worth $29.9M. The largest sale was Adobe, an estimated $44.9M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q2 2026 buy was Casey's General Stores: 37,619 shares worth $29.9M.
  • Evercore Wealth Management added most to Broadcom in Q2 2026, an estimated $86M increase.
  • Evercore Wealth Management's biggest Q2 2026 reduction was Adobe, cutting an estimated $44.9M.
  • Evercore Wealth Management fully exited White Mountains Insurance in Q2 2026, selling an estimated $439K.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $7.07B portfolio in Q2 2026.
  • Evercore Wealth Management opened 35 new positions and closed 20 in Q2 2026.
  • Evercore Wealth Management's portfolio value rose 11% quarter-over-quarter to $7.07B.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.