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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
-2.93%
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
$6.36B
AUM Growth
-$464M
Cap. Flow
-$131M
Cap. Flow %
-2.06%
Top 10 Hldgs %
39.23%
Holding
439
New
19
Increased
53
Reduced
190
Closed
21

Top Buys

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$75.7M
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$16.9M
3
SN icon
SharkNinja
SN
+$15.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
PGR icon
Progressive
PGR
+$8.28M

Top Sells

Rank Stock Value
1
CDW icon
CDW
CDW
+$56.4M
2
FIX icon
Comfort Systems
FIX
+$26.6M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$20.6M
4
AAPL icon
Apple
AAPL
+$18.8M
5
JPM icon
JPMorgan Chase
JPM
+$16.6M

Sector Composition

Rank Sector Weight
1 Technology 21.23%
2 Financials 19.58%
3 Consumer Discretionary 14.7%
4 Communication Services 8.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLC icon
151
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$2.16M 0.03%
19,510
– –
DVY icon
152
iShares Select Dividend ETF
DVY
$23.8B
$2.14M 0.03%
14,163
-324
-2% -$48.9K
GLW icon
153
Corning
GLW
$133B
$2.14M 0.03%
15,748
-229
-1% -$27.6K
CL icon
154
Colgate-Palmolive
CL
$73.4B
$2.06M 0.03%
24,133
-2,001
-8% -$178K
SBUX icon
155
Starbucks
SBUX
$119B
$2.06M 0.03%
22,941
-1,625
-7% -$154K
XLE icon
156
State Street Energy Select Sector SPDR ETF
XLE
$39.2B
$2.05M 0.03%
33,398
-217
-0.6% -$11.6K
YUM icon
157
Yum! Brands
YUM
$40.6B
$2M 0.03%
12,869
-400
-3% -$63.4K
NKE icon
158
Nike
NKE
$62.6B
$2M 0.03%
37,771
-4,628
-11% -$281K
VT icon
159
Vanguard Total World Stock ETF
VT
$77.2B
$1.98M 0.03%
14,334
+1,785
+14% +$257K
IEFA icon
160
iShares Core MSCI EAFE ETF
IEFA
$187B
$1.93M 0.03%
21,296
+1,685
+9% +$157K
TGT icon
161
Target
TGT
$62.7B
$1.86M 0.03%
15,311
-2,304
-13% -$260K
OEF icon
162
iShares S&P 100 ETF
OEF
$20.2B
$1.85M 0.03%
5,805
-65
-1% -$21.8K
MAR icon
163
Marriott International
MAR
$97.6B
$1.82M 0.03%
5,574
-151
-3% -$49.7K
KMI icon
164
Kinder Morgan
KMI
$72.3B
$1.78M 0.03%
53,090
– –
MMM icon
165
3M
MMM
$89B
$1.77M 0.03%
12,188
-7
-0.1% -$1.11K
SUSA icon
166
iShares ESG Optimized MSCI USA ETF
SUSA
$4.02B
$1.76M 0.03%
13,358
-154
-1% -$21.4K
DBEF icon
167
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.18B
$1.76M 0.03%
35,624
– –
OTIS icon
168
Otis Worldwide
OTIS
$27B
$1.66M 0.03%
21,531
-3,910
-15% -$342K
ADI icon
169
Analog Devices
ADI
$188B
$1.65M 0.03%
5,177
– –
PNC icon
170
PNC Financial Services
PNC
$101B
$1.64M 0.03%
7,880
-252
-3% -$54.9K
IEMG icon
171
iShares Core MSCI Emerging Markets ETF
IEMG
$153B
$1.62M 0.03%
23,238
+1,750
+8% +$126K
SON icon
172
Sonoco
SON
$5.44B
$1.61M 0.03%
29,830
-5,500
-16% -$283K
WM icon
173
Waste Management
WM
$94.9B
$1.61M 0.03%
6,990
– –
LHX icon
174
L3Harris
LHX
$53.1B
$1.57M 0.02%
4,563
– –
IWV icon
175
iShares Russell 3000 ETF
IWV
$19.8B
$1.57M 0.02%
4,232
– –
5 6
7
8 9

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EC
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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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CA
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Evercore Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Evercore Wealth Management held 439 positions worth $6.36B, down 6.8% from $6.82B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q1 2026 filing shows 19 new, 53 increased, 190 reduced and 21 closed positions. Its largest new stake was Voyager Technologies: 63,494 shares worth $1.49M. The largest sale was CDW, an estimated $56.4M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q1 2026 buy was Voyager Technologies: 63,494 shares worth $1.49M.
  • Evercore Wealth Management added most to Spotify in Q1 2026, an estimated $75.7M increase.
  • Evercore Wealth Management's biggest Q1 2026 reduction was CDW, cutting an estimated $56.4M.
  • Evercore Wealth Management fully exited BorgWarner in Q1 2026, selling an estimated $1.63M.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $6.36B portfolio in Q1 2026.
  • Evercore Wealth Management opened 19 new positions and closed 21 in Q1 2026.
  • Evercore Wealth Management's portfolio value fell 6.8% quarter-over-quarter to $6.36B.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.