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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
UPS icon
201
United Parcel Service
UPS
$87B
$1.36M 0.02%
12,615
+255
+2% +$26.5K
EEM icon
202
iShares MSCI Emerging Markets ETF
EEM
$31.9B
$1.35M 0.02%
19,797
+1,833
+10% +$120K
PWV icon
203
Invesco Large Cap Value ETF
PWV
$1.9B
$1.35M 0.02%
17,782
– –
USB icon
204
US Bancorp
USB
$98.7B
$1.32M 0.02%
21,909
-1,384
-6% -$77.5K
GILD icon
205
Gilead Sciences
GILD
$187B
$1.32M 0.02%
10,443
-270
-3% -$35.6K
LHX icon
206
L3Harris
LHX
$47.8B
$1.27M 0.02%
4,357
-206
-5% -$65.5K
SCHG icon
207
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
$1.26M 0.02%
37,120
– –
PRM icon
208
Perimeter Solutions
PRM
$5.2B
$1.25M 0.02%
35,000
– –
Q
209
Qnity Electronics Inc
Q
$25.2B
$1.24M 0.02%
7,600
-158
-2% -$23.3K
ENB icon
210
Enbridge
ENB
$109B
$1.24M 0.02%
22,834
+20
+0.1% +$1.1K
ANET icon
211
Arista Networks
ANET
$244B
$1.22M 0.02%
7,203
– –
BMY icon
212
Bristol-Myers Squibb
BMY
$136B
$1.22M 0.02%
21,171
-400
-2% -$23K
SPGI icon
213
S&P Global
SPGI
$131B
$1.2M 0.02%
2,951
-4
-0.1% -$1.69K
BXSL icon
214
Blackstone Secured Lending
BXSL
$5.76B
$1.19M 0.02%
50,297
+25,647
+104% +$612K
DE icon
215
Deere & Co
DE
$187B
$1.16M 0.02%
1,826
– –
MRSH
216
Marsh
MRSH
$88.6B
$1.14M 0.02%
6,844
-1,200
-15% -$201K
GD icon
217
General Dynamics
GD
$97.2B
$1.13M 0.02%
3,200
-15
-0.5% -$5.14K
J icon
218
Jacobs Solutions
J
$17.1B
$1.11M 0.02%
8,786
– –
PANW icon
219
Palo Alto Networks
PANW
$272B
$1.09M 0.02%
3,209
+70
+2% +$16K
MDLZ icon
220
Mondelez International
MDLZ
$78.2B
$1.09M 0.02%
18,873
-1,446
-7% -$87.1K
COP icon
221
ConocoPhillips
COP
$161B
$1.06M 0.02%
10,225
-28
-0.3% -$3.32K
BDX icon
222
Becton Dickinson
BDX
$50.3B
$1.06M 0.02%
7,018
+10
+0.1% +$1.5K
SLV icon
223
iShares Silver Trust
SLV
$32.2B
$1.03M 0.01%
19,179
– –
VRTX icon
224
Vertex Pharmaceuticals
VRTX
$138B
$1.02M 0.01%
2,061
-37
-2% -$16.4K
TPL icon
225
Texas Pacific Land
TPL
$25B
$1.02M 0.01%
2,328
– –
7 8
9
10 11

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HPG
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AACR
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CGPCS
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TCM
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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.