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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
BWA icon
176
BorgWarner
BWA
$13.2B
$1.63M 0.02%
36,221
-5,135
-12% -$225K
SYY icon
177
Sysco
SYY
$39.7B
$1.6M 0.02%
21,760
– –
XLB icon
178
State Street Materials Select Sector SPDR ETF
XLB
$8.51B
$1.57M 0.02%
34,626
-4,800
-12% -$212K
PSX icon
179
Phillips 66
PSX
$82.9B
$1.55M 0.02%
12,034
– –
SON icon
180
Sonoco
SON
$5.76B
$1.54M 0.02%
35,330
-5,016
-12% -$208K
WM icon
181
Waste Management
WM
$95.9B
$1.54M 0.02%
6,990
– –
NXPI icon
182
NXP Semiconductors
NXPI
$68B
$1.54M 0.02%
7,074
-130
-2% -$27.9K
XLE icon
183
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$1.5M 0.02%
33,615
+4,743
+16% +$211K
MRSH
184
Marsh
MRSH
$86.3B
$1.49M 0.02%
8,044
-45
-0.6% -$8.41K
UPS icon
185
United Parcel Service
UPS
$97.6B
$1.48M 0.02%
14,950
-1,170
-7% -$109K
KMI icon
186
Kinder Morgan
KMI
$73.1B
$1.46M 0.02%
53,090
-20
-0% -$540
IEMG icon
187
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$1.44M 0.02%
21,488
– –
ZTS icon
188
Zoetis
ZTS
$31.6B
$1.44M 0.02%
11,438
-1,193
-9% -$156K
AMD icon
189
Advanced Micro Devices
AMD
$851B
$1.43M 0.02%
6,697
-300
-4% -$67.4K
PRFZ icon
190
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.75B
$1.43M 0.02%
31,160
– –
ADI icon
191
Analog Devices
ADI
$181B
$1.4M 0.02%
5,177
-12
-0.2% -$3.02K
GLW icon
192
Corning
GLW
$126B
$1.4M 0.02%
15,977
-1,345
-8% -$116K
DOV icon
193
Dover
DOV
$27.2B
$1.36M 0.02%
6,989
– –
GILD icon
194
Gilead Sciences
GILD
$161B
$1.35M 0.02%
10,975
-2,625
-19% -$319K
LHX icon
195
L3Harris
LHX
$55.9B
$1.34M 0.02%
4,563
– –
INTC icon
196
Intel
INTC
$466B
$1.33M 0.02%
36,109
– –
VOOV icon
197
Vanguard S&P 500 Value ETF
VOOV
$6.58B
$1.29M 0.02%
6,304
– –
ATR icon
198
AptarGroup
ATR
$8.45B
$1.26M 0.02%
10,360
-2,017
-16% -$249K
MDLZ icon
199
Mondelez International
MDLZ
$77.7B
$1.25M 0.02%
23,243
-3,169
-12% -$182K
USB icon
200
US Bancorp
USB
$99.6B
$1.25M 0.02%
23,416
-1,568
-6% -$77.1K
6 7
8
9 10

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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 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.