We are live on ! Find out more
EWM

Evercore Wealth Management Portfolio holdings

AUM $7.07B
1-Year Est. Return 24.72%
This Fund
S&P 500
This Quarter Est. Return
+10.24%
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
$6.81B
AUM Growth
+$383M
Cap. Flow
-$153M
Cap. Flow %
-2.24%
Top 10 Hldgs %
41.5%
Holding
427
New
21
Increased
73
Reduced
186
Closed
14

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$55.5M
2
ARCC icon
Ares Capital
ARCC
+$16.1M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$13.5M
5
PGR icon
Progressive
PGR
+$10.5M

Top Sells

Rank Stock Value
1
ANSS
Ansys
ANSS
+$75.6M
2
ACN icon
Accenture
ACN
+$55.6M
3
UNH icon
UnitedHealth
UNH
+$49.7M
4
FISV
Fiserv Inc
FISV
+$13.1M
5
NVDA icon
NVIDIA
NVDA
+$13M

Sector Composition

Rank Sector Weight
1 Technology 26.05%
2 Financials 21.13%
3 Consumer Discretionary 14.37%
4 Miscellaneous 10.31%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENB icon
201
Enbridge
ENB
$106B
$1.2M 0.02%
23,819
-270
-1% -$12.7K
SCHG icon
202
Schwab US Large-Cap Growth ETF
SCHG
$62.1B
$1.18M 0.02%
37,120
– –
ETN icon
203
Eaton
ETN
$152B
$1.18M 0.02%
3,153
-94
-3% -$34.2K
DOV icon
204
Dover
DOV
$25.5B
$1.17M 0.02%
6,989
-344
-5% -$61.7K
CMCSA icon
205
Comcast
CMCSA
$86.7B
$1.17M 0.02%
37,103
+1,154
+3% +$38.7K
PWV icon
206
Invesco Large Cap Value ETF
PWV
$1.9B
$1.16M 0.02%
17,782
– –
SNPS icon
207
Synopsys
SNPS
$70.5B
$1.15M 0.02%
2,326
+1,671
+255% +$945K
PAYX icon
208
Paychex
PAYX
$42.1B
$1.15M 0.02%
9,033
+25
+0.3% +$3.47K
AJG icon
209
Arthur J. Gallagher & Co
AJG
$63.6B
$1.14M 0.02%
3,684
-1,062
-22% -$320K
SPTM icon
210
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$1.14M 0.02%
14,128
+4,061
+40% +$316K
AMD icon
211
Advanced Micro Devices
AMD
$823B
$1.13M 0.02%
6,997
-177
-2% -$28.6K
COP icon
212
ConocoPhillips
COP
$170B
$1.12M 0.02%
11,876
-250
-2% -$23.6K
ALL icon
213
Allstate
ALL
$65B
$1.11M 0.02%
5,190
+3,275
+171% +$661K
GD icon
214
General Dynamics
GD
$97B
$1.11M 0.02%
3,262
– –
VZ icon
215
Verizon
VZ
$214B
$1.11M 0.02%
25,270
-907
-3% -$39.3K
NOW icon
216
ServiceNow
NOW
$147B
$1.1M 0.02%
5,995
– –
EQIX icon
217
Equinix
EQIX
$99.4B
$1.09M 0.02%
1,386
-27
-2% -$21.1K
TGT icon
218
Target
TGT
$70.1B
$1.07M 0.02%
11,912
+3
+0% +$295
ANET icon
219
Arista Networks
ANET
$243B
$1.05M 0.02%
7,203
– –
KMB icon
220
Kimberly-Clark
KMB
$32.8B
$1.04M 0.02%
8,335
-1,000
-11% -$129K
HOOD icon
221
Robinhood
HOOD
$99.3B
$1M 0.01%
6,991
– –
SEI
222
Solaris Energy Infrastructure
SEI
$4.06B
$999K 0.01%
+25,000
New +$782K
EEM icon
223
iShares MSCI Emerging Markets ETF
EEM
$30.6B
$996K 0.01%
18,659
-1,002
-5% -$50.3K
BKNG icon
224
Booking.com
BKNG
$129B
$983K 0.01%
4,550
-125
-3% -$27.9K
BMY icon
225
Bristol-Myers Squibb
BMY
$130B
$955K 0.01%
21,174
+3
+0% +$140
7 8
9
10 11

Similar funds

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 Q3 2025 Portfolio in Review

As of Q3 2025, Evercore Wealth Management held 427 positions worth $6.81B, up 6% from $6.43B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Evercore Wealth Management's Q3 2025 filing shows 21 new, 73 increased, 186 reduced and 14 closed positions. Its largest new stake was Mercado Libre: 23,137 shares worth $54.1M. The largest sale was Ansys, an estimated $75.6M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q3 2025 buy was Mercado Libre: 23,137 shares worth $54.1M.
  • Evercore Wealth Management added most to Ares Capital in Q3 2025, an estimated $16.1M increase.
  • Evercore Wealth Management's biggest Q3 2025 reduction was Accenture, cutting an estimated $55.6M.
  • Evercore Wealth Management fully exited Ansys in Q3 2025, selling an estimated $75.6M.
  • Evercore Wealth Management's ten largest holdings make up 41% of its $6.81B portfolio in Q3 2025.
  • Evercore Wealth Management opened 21 new positions and closed 14 in Q3 2025.
  • Evercore Wealth Management's portfolio value rose 6% quarter-over-quarter to $6.81B.

Based on Evercore Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.