We are live on ! Find out more
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
PH icon
151
Parker-Hannifin
PH
$117B
$2.23M 0.03%
2,946
-67
-2% -$49.4K
SBUX icon
152
Starbucks
SBUX
$110B
$2.13M 0.03%
25,226
-872
-3% -$78.1K
EXE
153
Expand Energy Corp
EXE
$21.8B
$2.13M 0.03%
+20,028
New +$2.01M
GEV icon
154
GE Vernova
GEV
$235B
$2.12M 0.03%
3,446
-121
-3% -$73.3K
CL icon
155
Colgate-Palmolive
CL
$69.4B
$2.09M 0.03%
26,147
+424
+2% +$36.2K
DVY icon
156
iShares Select Dividend ETF
DVY
$23.4B
$2.06M 0.03%
14,488
– –
YUM icon
157
Yum! Brands
YUM
$38.4B
$2.04M 0.03%
13,439
– –
OEF icon
158
iShares S&P 100 ETF
OEF
$20.1B
$1.97M 0.03%
5,920
-50
-0.8% -$15.9K
TEL icon
159
TE Connectivity
TEL
$58.3B
$1.96M 0.03%
8,922
+6,147
+222% +$1.23M
MMM icon
160
3M
MMM
$84.9B
$1.96M 0.03%
12,620
-625
-5% -$96.4K
IBIT icon
161
iShares Bitcoin Trust
IBIT
$59.8B
$1.94M 0.03%
29,841
+14,483
+94% +$942K
ZTS icon
162
Zoetis
ZTS
$30.3B
$1.85M 0.03%
12,631
+114
+0.9% +$17.2K
SUSA icon
163
iShares ESG Optimized MSCI USA ETF
SUSA
$4B
$1.83M 0.03%
13,512
– –
BWA icon
164
BorgWarner
BWA
$12.7B
$1.82M 0.03%
41,356
-4,670
-10% -$187K
HDV
165
iShares Core High Dividend ETF
HDV
$15.5B
$1.81M 0.03%
73,820
-7,790
-10% -$188K
BN icon
166
Brookfield
BN
$82.9B
$1.81M 0.03%
39,498
-750
-2% -$33.2K
SYY icon
167
Sysco
SYY
$38.1B
$1.79M 0.03%
21,760
– –
XLP icon
168
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.4B
$1.78M 0.03%
22,771
– –
SLV icon
169
iShares Silver Trust
SLV
$31B
$1.78M 0.03%
42,058
+5,000
+13% +$180K
IEFA icon
170
iShares Core MSCI EAFE ETF
IEFA
$193B
$1.78M 0.03%
20,383
-1,382
-6% -$117K
XLB icon
171
State Street Materials Select Sector SPDR ETF
XLB
$8.39B
$1.77M 0.03%
39,426
+120
+0.3% +$5.43K
SON icon
172
Sonoco
SON
$4.77B
$1.74M 0.03%
40,346
-1,100
-3% -$50.8K
VT icon
173
Vanguard Total World Stock ETF
VT
$80.6B
$1.71M 0.03%
12,399
– –
AYI icon
174
Acuity Brands
AYI
$8.98B
$1.68M 0.02%
4,865
– –
ATR icon
175
AptarGroup
ATR
$7.93B
$1.65M 0.02%
12,377
– –
5 6
7
8 9

Similar funds

BFS
Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return
CIS
Capital International Sarl Los Angeles, California $7.06B AUM 36.47% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HPG
Harvest Portfolios Group Oakville, Ontario, Canada $7.09B AUM 20.73% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
TCM
Tenor Capital Management New York $7.09B AUM 3.55% 1-Year Est. Return

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.