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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
PSX icon
176
Phillips 66
PSX
$102B
$1.94M 0.03%
11,457
-531
-4% -$91.4K
CARR icon
177
Carrier Global
CARR
$49.2B
$1.94M 0.03%
26,396
– –
PNC icon
178
PNC Financial Services
PNC
$98B
$1.94M 0.03%
7,860
-20
-0.3% -$4.48K
IEMG icon
179
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$1.93M 0.03%
23,238
– –
NXPI icon
180
NXP Semiconductors
NXPI
$57.5B
$1.89M 0.03%
6,740
-109
-2% -$30K
XLP icon
181
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$1.89M 0.03%
22,771
+4,524
+25% +$378K
SYY icon
182
Sysco
SYY
$38.4B
$1.86M 0.03%
22,260
+500
+2% +$37.9K
HON icon
183
Honeywell
HON
$66.4B
$1.86M 0.03%
8,296
-8,057
-49% -$1.8M
HONA
184
Honeywell Aerospace
HONA
$51B
$1.83M 0.03%
+8,295
New +$1.83M
AYI icon
185
Acuity Brands
AYI
$10B
$1.83M 0.03%
4,862
– –
IWV icon
186
iShares Russell 3000 ETF
IWV
$20.5B
$1.8M 0.03%
4,232
– –
XLB icon
187
State Street Materials Select Sector SPDR ETF
XLB
$8.64B
$1.76M 0.02%
34,626
+4,293
+14% +$220K
PRFZ icon
188
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.82B
$1.74M 0.02%
31,160
– –
KMI icon
189
Kinder Morgan
KMI
$69.9B
$1.7M 0.02%
53,090
– –
XAR icon
190
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.68B
$1.69M 0.02%
5,958
+95
+2% +$25.7K
SON icon
191
Sonoco
SON
$5.14B
$1.65M 0.02%
29,330
-500
-2% -$25.6K
HDV
192
iShares Core High Dividend ETF
HDV
$15.5B
$1.62M 0.02%
58,960
+5,125
+10% +$139K
WM icon
193
Waste Management
WM
$87.5B
$1.56M 0.02%
7,011
+21
+0.3% +$4.67K
OTIS icon
194
Otis Worldwide
OTIS
$27.1B
$1.52M 0.02%
21,182
-349
-2% -$26.1K
SCHW
195
Charles Schwab
SCHW
$189B
$1.5M 0.02%
16,285
-208
-1% -$19K
EQIX icon
196
Equinix
EQIX
$102B
$1.5M 0.02%
1,438
+20
+1% +$21.4K
DOV icon
197
Dover
DOV
$26B
$1.47M 0.02%
6,574
– –
ETN icon
198
Eaton
ETN
$160B
$1.39M 0.02%
3,253
+100
+3% +$40.3K
VOOV icon
199
Vanguard S&P 500 Value ETF
VOOV
$6.79B
$1.38M 0.02%
6,304
– –
ATR icon
200
AptarGroup
ATR
$8.1B
$1.36M 0.02%
10,860
+500
+5% +$60.7K
6 7
8
9 10

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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.