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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
+1.97%
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
$6.68B
AUM Growth
+$9.06M
Cap. Flow
+$13M
Cap. Flow %
0.2%
Top 10 Hldgs %
38.9%
Holding
441
New
24
Increased
81
Reduced
150
Closed
24

Top Buys

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$54.6M
2
VIK icon
Viking Holdings
VIK
+$51.8M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$12.2M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$8.8M
5
CROX icon
Crocs
CROX
+$7.07M

Top Sells

Rank Stock Value
1
CVX icon
Chevron
CVX
+$22.3M
2
CE icon
Celanese
CE
+$21.2M
3
MCD icon
McDonald's
MCD
+$13.4M
4
BX icon
Blackstone
BX
+$12.6M
5
CBRE icon
CBRE Group
CBRE
+$9.91M

Sector Composition

Rank Sector Weight
1 Technology 26.18%
2 Financials 18.95%
3 Consumer Discretionary 15.48%
4 Healthcare 8.41%
5 Miscellaneous 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETN icon
201
Eaton
ETN
$152B
$1.27M 0.02%
3,814
– –
ADI icon
202
Analog Devices
ADI
$175B
$1.23M 0.02%
5,772
– –
KMB icon
203
Kimberly-Clark
KMB
$32.8B
$1.22M 0.02%
9,335
– –
DTD icon
204
WisdomTree US Total Dividend Fund
DTD
$1.64B
$1.2M 0.02%
15,781
– –
IEMG icon
205
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$1.2M 0.02%
22,896
+103
+0.5% +$5.7K
XLE icon
206
State Street Energy Select Sector SPDR ETF
XLE
$43.3B
$1.17M 0.02%
27,418
-11,450
-29% -$520K
VOOV icon
207
Vanguard S&P 500 Value ETF
VOOV
$6.71B
$1.16M 0.02%
6,304
– –
TDG icon
208
TransDigm Group
TDG
$60B
$1.15M 0.02%
906
– –
VZ icon
209
Verizon
VZ
$214B
$1.12M 0.02%
27,893
– –
LHX icon
210
L3Harris
LHX
$46.5B
$1.08M 0.02%
5,140
– –
AMD icon
211
Advanced Micro Devices
AMD
$823B
$1.08M 0.02%
8,922
– –
DPZ icon
212
Domino's
DPZ
$10.3B
$1.06M 0.02%
2,534
-86
-3% -$37.6K
ENB icon
213
Enbridge
ENB
$106B
$1.05M 0.02%
24,828
– –
SCHG icon
214
Schwab US Large-Cap Growth ETF
SCHG
$62.1B
$1.03M 0.02%
37,120
-2,448
-6% -$66.9K
SO icon
215
Southern Company
SO
$98.9B
$1.02M 0.02%
12,444
-111
-0.9% -$9.74K
XAR icon
216
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.42B
$1.02M 0.02%
6,123
-800
-12% -$132K
PWV icon
217
Invesco Large Cap Value ETF
PWV
$1.9B
$1.01M 0.02%
17,782
– –
TPL icon
218
Texas Pacific Land
TPL
$25.6B
$1M 0.02%
2,718
– –
BKNG icon
219
Booking.com
BKNG
$129B
$979K 0.01%
4,925
– –
SLV icon
220
iShares Silver Trust
SLV
$31B
$973K 0.01%
36,958
– –
BSX icon
221
Boston Scientific
BSX
$63.6B
$951K 0.01%
10,651
+5
+0% +$440
DE icon
222
Deere & Co
DE
$184B
$948K 0.01%
2,238
+1
+0% +$421
GEV icon
223
GE Vernova
GEV
$235B
$944K 0.01%
2,869
+1
+0% +$313
REGN icon
224
Regeneron Pharmaceuticals
REGN
$79.7B
$927K 0.01%
1,302
-3
-0.2% -$2.52K
IBIT icon
225
iShares Bitcoin Trust
IBIT
$59.8B
$904K 0.01%
17,046
+3,546
+26% +$167K
7 8
9
10 11

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Evercore Wealth Management's Q4 2024 Portfolio in Review

As of Q4 2024, Evercore Wealth Management held 441 positions worth $6.68B, up 0.14% from $6.67B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Evercore Wealth Management's Q4 2024 filing shows 24 new, 81 increased, 150 reduced and 24 closed positions. Its largest new stake was Fiserv Inc: 267,653 shares worth $55M. The largest sale was Chevron, an estimated $22.3M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q4 2024 buy was Fiserv Inc: 267,653 shares worth $55M.
  • Evercore Wealth Management added most to State Street Health Care Select Sector SPDR ETF in Q4 2024, an estimated $12.2M increase.
  • Evercore Wealth Management's biggest Q4 2024 reduction was Chevron, cutting an estimated $22.3M.
  • Evercore Wealth Management fully exited CVS Health in Q4 2024, selling an estimated $1.9M.
  • Evercore Wealth Management's ten largest holdings make up 39% of its $6.68B portfolio in Q4 2024.
  • Evercore Wealth Management opened 24 new positions and closed 24 in Q4 2024.
  • Evercore Wealth Management's portfolio value rose 0.14% quarter-over-quarter to $6.68B.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.