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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
SPGI icon
201
S&P Global
SPGI
$127B
$1.26M 0.02%
2,955
-175
-6% -$81.2K
PWV icon
202
Invesco Large Cap Value ETF
PWV
$1.65B
$1.24M 0.02%
17,782
– –
ENB icon
203
Enbridge
ENB
$123B
$1.24M 0.02%
22,814
-990
-4% -$50.4K
MU icon
204
Micron Technology
MU
$1.08T
$1.23M 0.02%
3,655
-179
-5% -$70.1K
UPS icon
205
United Parcel Service
UPS
$98.5B
$1.22M 0.02%
12,360
-2,590
-17% -$278K
USB icon
206
US Bancorp
USB
$100B
$1.21M 0.02%
23,293
-123
-0.5% -$6.76K
MDLZ icon
207
Mondelez International
MDLZ
$78.1B
$1.17M 0.02%
20,319
-2,924
-13% -$169K
ETN icon
208
Eaton
ETN
$158B
$1.13M 0.02%
3,153
– –
J icon
209
Jacobs Solutions
J
$15.4B
$1.12M 0.02%
8,786
– –
TPL icon
210
Texas Pacific Land
TPL
$29.9B
$1.1M 0.02%
2,328
– –
GD icon
211
General Dynamics
GD
$101B
$1.1M 0.02%
3,215
-37
-1% -$13.1K
BDX icon
212
Becton Dickinson
BDX
$42.2B
$1.1M 0.02%
7,008
+4,466
+176% +$820K
SCHG icon
213
Schwab US Large-Cap Growth ETF
SCHG
$59.6B
$1.08M 0.02%
37,120
– –
LRCX icon
214
Lam Research
LRCX
$399B
$1.07M 0.02%
4,994
– –
DE icon
215
Deere & Co
DE
$164B
$1.03M 0.02%
1,826
– –
EEM icon
216
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$1.02M 0.02%
17,964
-92
-0.5% -$5.41K
DELL icon
217
Dell
DELL
$285B
$1.02M 0.02%
6,194
-35
-0.6% -$4.66K
BN icon
218
Brookfield
BN
$102B
$1M 0.02%
24,747
-14,750
-37% -$654K
KLAC icon
219
KLA
KLAC
$280B
$1M 0.02%
6,800
-300
-4% -$43.9K
REGN icon
220
Regeneron Pharmaceuticals
REGN
$68.3B
$969K 0.02%
1,254
+75
+6% +$57.4K
GDXJ icon
221
VanEck Junior Gold Miners ETF
GDXJ
$7.26B
$960K 0.02%
8,000
– –
VZ icon
222
Verizon
VZ
$185B
$951K 0.02%
18,953
-4,532
-19% -$210K
VRTX icon
223
Vertex Pharmaceuticals
VRTX
$120B
$937K 0.01%
2,098
-8
-0.4% -$3.73K
CMCSA icon
224
Comcast
CMCSA
$84B
$919K 0.01%
32,018
-2,734
-8% -$81.8K
ED icon
225
Consolidated Edison
ED
$41.3B
$918K 0.01%
8,111
-150
-2% -$16.2K
7 8
9
10 11

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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.