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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
+2.64%
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
$6.82B
AUM Growth
+$9.37M
Cap. Flow
-$75.6M
Cap. Flow %
-1.11%
Top 10 Hldgs %
42.17%
Holding
439
New
26
Increased
54
Reduced
199
Closed
19

Top Buys

Rank Stock Value
1
SN icon
SharkNinja
SN
+$53M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.1M
3
ARCC icon
Ares Capital
ARCC
+$11M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$8.39M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.16M

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$30.7M
2
NVDA icon
NVIDIA
NVDA
+$13.7M
3
UNH icon
UnitedHealth
UNH
+$12.7M
4
AAPL icon
Apple
AAPL
+$11.5M
5
EOG icon
EOG Resources
EOG
+$8.28M

Sector Composition

Rank Sector Weight
1 Technology 24.44%
2 Financials 20.94%
3 Consumer Discretionary 14.29%
4 Communication Services 8.05%
5 Healthcare 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEV icon
151
GE Vernova
GEV
$270B
$2.25M 0.03%
3,446
– –
IWD icon
152
iShares Russell 1000 Value ETF
IWD
$82B
$2.23M 0.03%
10,616
-898
-8% -$185K
OTIS icon
153
Otis Worldwide
OTIS
$27.4B
$2.22M 0.03%
25,441
– –
LMT icon
154
Lockheed Martin
LMT
$134B
$2.2M 0.03%
4,558
-37
-0.8% -$17.7K
XLI icon
155
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$2.2M 0.03%
14,192
-2,335
-14% -$359K
SBUX icon
156
Starbucks
SBUX
$118B
$2.07M 0.03%
24,566
-660
-3% -$55.7K
SLV icon
157
iShares Silver Trust
SLV
$28.1B
$2.07M 0.03%
32,058
-10,000
-24% -$501K
CL icon
158
Colgate-Palmolive
CL
$72.6B
$2.07M 0.03%
26,134
-13
-0% -$1.02K
DVY icon
159
iShares Select Dividend ETF
DVY
$24B
$2.04M 0.03%
14,487
-1
-0% -$141
OEF icon
160
iShares S&P 100 ETF
OEF
$19.8B
$2.01M 0.03%
5,870
-50
-0.8% -$17K
YUM icon
161
Yum! Brands
YUM
$41B
$2.01M 0.03%
13,269
-170
-1% -$25.2K
MMM icon
162
3M
MMM
$89B
$1.95M 0.03%
12,195
-425
-3% -$69.5K
SUSA icon
163
iShares ESG Optimized MSCI USA ETF
SUSA
$3.98B
$1.88M 0.03%
13,512
– –
BN icon
164
Brookfield
BN
$102B
$1.81M 0.03%
39,497
-1
-0% -$46
MAR icon
165
Marriott International
MAR
$98.7B
$1.78M 0.03%
5,725
-407
-7% -$116K
VT icon
166
Vanguard Total World Stock ETF
VT
$76.3B
$1.77M 0.03%
12,549
+150
+1% +$21K
XLP icon
167
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$1.77M 0.03%
22,771
– –
HDV
168
iShares Core High Dividend ETF
HDV
$14.4B
$1.77M 0.03%
72,685
-1,135
-2% -$27.6K
IEFA icon
169
iShares Core MSCI EAFE ETF
IEFA
$186B
$1.75M 0.03%
19,611
-772
-4% -$68.3K
AYI icon
170
Acuity Brands
AYI
$9.88B
$1.75M 0.03%
4,865
– –
TGT icon
171
Target
TGT
$62.1B
$1.72M 0.03%
17,615
+5,703
+48% +$526K
DBEF icon
172
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.13B
$1.71M 0.03%
35,624
– –
PNC icon
173
PNC Financial Services
PNC
$100B
$1.7M 0.02%
8,132
– –
IWV icon
174
iShares Russell 3000 ETF
IWV
$19.5B
$1.64M 0.02%
4,232
+90
+2% +$34.5K
SPGI icon
175
S&P Global
SPGI
$126B
$1.64M 0.02%
3,130
-153
-5% -$75.7K
5 6
7
8 9

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GT
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EC
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EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BFS
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CA
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Evercore Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Evercore Wealth Management held 439 positions worth $6.82B, up 0.14% from $6.81B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Evercore Wealth Management's Q4 2025 filing shows 26 new, 54 increased, 199 reduced and 19 closed positions. Its largest new stake was SharkNinja: 537,662 shares worth $60.2M. The largest sale was Fiserv Inc, an estimated $30.7M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q4 2025 buy was SharkNinja: 537,662 shares worth $60.2M.
  • Evercore Wealth Management added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $15.1M increase.
  • Evercore Wealth Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $13.7M.
  • Evercore Wealth Management fully exited Fiserv Inc in Q4 2025, selling an estimated $30.7M.
  • Evercore Wealth Management's ten largest holdings make up 42% of its $6.82B portfolio in Q4 2025.
  • Evercore Wealth Management opened 26 new positions and closed 19 in Q4 2025.
  • Evercore Wealth Management's portfolio value rose 0.14% quarter-over-quarter to $6.82B.

Based on Evercore Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.