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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
-2.57%
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
$6.22B
AUM Growth
-$451M
Cap. Flow
-$199M
Cap. Flow %
-3.19%
Top 10 Hldgs %
37.4%
Holding
438
New
21
Increased
38
Reduced
231
Closed
22

Top Buys

Rank Stock Value
1
UBER icon
Uber
UBER
+$71.2M
2
PGR icon
Progressive
PGR
+$56.7M
3
FIX icon
Comfort Systems
FIX
+$51M
4
VIK icon
Viking Holdings
VIK
+$16.7M
5
NVDA icon
NVIDIA
NVDA
+$13.5M

Top Sells

Rank Stock Value
1
ABT icon
Abbott
ABT
+$80.2M
2
MCD icon
McDonald's
MCD
+$67M
3
BWA icon
BorgWarner
BWA
+$33.7M
4
CE icon
Celanese
CE
+$25.7M
5
STZ icon
Constellation Brands
STZ
+$20.6M

Sector Composition

Rank Sector Weight
1 Technology 25.89%
2 Financials 20.36%
3 Consumer Discretionary 14.59%
4 Miscellaneous 8.84%
5 Healthcare 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMCSA icon
201
Comcast
CMCSA
$86.7B
$1.31M 0.02%
35,633
-6,266
-15% -$226K
DOV icon
202
Dover
DOV
$25.5B
$1.29M 0.02%
7,333
– –
XLE icon
203
State Street Energy Select Sector SPDR ETF
XLE
$43.3B
$1.28M 0.02%
27,418
– –
TDG icon
204
TransDigm Group
TDG
$60B
$1.25M 0.02%
906
– –
IEMG icon
205
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$1.24M 0.02%
22,896
– –
VZ icon
206
Verizon
VZ
$214B
$1.19M 0.02%
26,177
-1,716
-6% -$71.4K
EQIX icon
207
Equinix
EQIX
$99.4B
$1.17M 0.02%
1,440
+9
+0.6% +$8.09K
ADI icon
208
Analog Devices
ADI
$175B
$1.16M 0.02%
5,772
– –
VOOV icon
209
Vanguard S&P 500 Value ETF
VOOV
$6.71B
$1.16M 0.02%
6,304
– –
SLV icon
210
iShares Silver Trust
SLV
$31B
$1.15M 0.02%
37,058
+100
+0.3% +$2.91K
SO icon
211
Southern Company
SO
$98.9B
$1.14M 0.02%
12,416
-28
-0.2% -$2.42K
ENB icon
212
Enbridge
ENB
$106B
$1.09M 0.02%
24,579
-249
-1% -$10.8K
BSX icon
213
Boston Scientific
BSX
$63.6B
$1.06M 0.02%
10,534
-117
-1% -$11.8K
PWV icon
214
Invesco Large Cap Value ETF
PWV
$1.9B
$1.06M 0.02%
17,782
– –
USB icon
215
US Bancorp
USB
$96.9B
$1.05M 0.02%
24,984
-1,654
-6% -$76.3K
TPL icon
216
Texas Pacific Land
TPL
$25.6B
$1.03M 0.02%
2,328
-390
-14% -$174K
VRTX icon
217
Vertex Pharmaceuticals
VRTX
$130B
$1.02M 0.02%
2,101
+278
+15% +$130K
LHX icon
218
L3Harris
LHX
$46.5B
$1.01M 0.02%
4,807
-333
-6% -$69.8K
XAR icon
219
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.42B
$984K 0.02%
6,123
– –
DPZ icon
220
Domino's
DPZ
$10.3B
$978K 0.02%
2,128
-406
-16% -$184K
DE icon
221
Deere & Co
DE
$184B
$974K 0.02%
2,076
-162
-7% -$75.8K
SPH icon
222
Suburban Propane Partners
SPH
$1.13B
$955K 0.02%
45,438
– –
NOW icon
223
ServiceNow
NOW
$147B
$952K 0.02%
5,980
-180
-3% -$34.7K
AMZN icon
224
PUT
Amazon
AMZN
$2.68T
$951K 0.02%
+5,000
New +$1.09M
SCHG icon
225
Schwab US Large-Cap Growth ETF
SCHG
$62.1B
$929K 0.01%
37,120
– –
7 8
9
10 11

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BFS
Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return
CIS
Capital International Sarl Los Angeles, California $7.06B AUM 36.47% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HPG
Harvest Portfolios Group Oakville, Ontario, Canada $7.09B AUM 20.73% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
TCM
Tenor Capital Management New York $7.09B AUM 3.55% 1-Year Est. Return

Evercore Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Evercore Wealth Management held 438 positions worth $6.22B, down 6.8% from $6.68B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Evercore Wealth Management withdrew a net $199M in Q1 2025, closing 22 positions and reducing 231 holdings. Its most notable exit was WisdomTree US Total Dividend Fund, an estimated $1.2M position sold in full.

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

Against the trend, Evercore Wealth Management opened a new position in Comfort Systems worth $40.8M.

  • Evercore Wealth Management's largest Q1 2025 buy was Comfort Systems: 126,533 shares worth $40.8M.
  • Evercore Wealth Management added most to Uber in Q1 2025, an estimated $71.2M increase.
  • Evercore Wealth Management's biggest Q1 2025 reduction was Abbott, cutting an estimated $80.2M.
  • Evercore Wealth Management fully exited WisdomTree US Total Dividend Fund in Q1 2025, selling an estimated $1.2M.
  • Evercore Wealth Management's ten largest holdings make up 37% of its $6.22B portfolio in Q1 2025.
  • Evercore Wealth Management opened 21 new positions and closed 22 in Q1 2025.
  • Evercore Wealth Management's portfolio value fell 6.8% quarter-over-quarter to $6.22B.

Based on Evercore Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.