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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
+2.64%
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
$6.82B
AUM Growth
+$9.37M
Cap. Flow
-$75.6M
Cap. Flow %
-1.11%
Top 10 Hldgs %
42.17%
Holding
439
New
26
Increased
54
Reduced
199
Closed
19

Top Buys

Rank Stock Value
1
SN icon
SharkNinja
SN
+$53M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.1M
3
ARCC icon
Ares Capital
ARCC
+$11M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$8.39M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.16M

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$30.7M
2
NVDA icon
NVIDIA
NVDA
+$13.7M
3
UNH icon
UnitedHealth
UNH
+$12.7M
4
AAPL icon
Apple
AAPL
+$11.5M
5
EOG icon
EOG Resources
EOG
+$8.28M

Sector Composition

Rank Sector Weight
1 Technology 24.44%
2 Financials 20.94%
3 Consumer Discretionary 14.29%
4 Communication Services 8.05%
5 Healthcare 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHG icon
201
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$1.21M 0.02%
37,120
– –
BMY icon
202
Bristol-Myers Squibb
BMY
$127B
$1.2M 0.02%
22,296
+1,122
+5% +$54K
PWV icon
203
Invesco Large Cap Value ETF
PWV
$1.66B
$1.18M 0.02%
17,782
– –
J icon
204
Jacobs Solutions
J
$15.9B
$1.16M 0.02%
8,786
– –
SEI
205
Solaris Energy Infrastructure
SEI
$3.31B
$1.15M 0.02%
25,000
– –
ENB icon
206
Enbridge
ENB
$124B
$1.14M 0.02%
23,804
-15
-0.1% -$716
COP icon
207
ConocoPhillips
COP
$147B
$1.11M 0.02%
11,828
-48
-0.4% -$4.34K
GD icon
208
General Dynamics
GD
$105B
$1.09M 0.02%
3,252
-10
-0.3% -$3.41K
MU icon
209
Micron Technology
MU
$1.04T
$1.09M 0.02%
3,834
+150
+4% +$34.4K
EQIX icon
210
Equinix
EQIX
$107B
$1.09M 0.02%
1,418
+32
+2% +$25.1K
CMCSA icon
211
Comcast
CMCSA
$79.1B
$1.04M 0.02%
34,752
-2,351
-6% -$67.1K
ETN icon
212
Eaton
ETN
$157B
$1M 0.01%
3,153
– –
EEM icon
213
iShares MSCI Emerging Markets ETF
EEM
$28B
$988K 0.01%
18,056
-603
-3% -$32.8K
PAYX icon
214
Paychex
PAYX
$40.4B
$975K 0.01%
8,691
-342
-4% -$40K
BKNG icon
215
Booking.com
BKNG
$138B
$975K 0.01%
4,550
– –
PRM icon
216
Perimeter Solutions
PRM
$5.5B
$964K 0.01%
35,000
– –
VZ icon
217
Verizon
VZ
$194B
$957K 0.01%
23,485
-1,785
-7% -$72.4K
VRTX icon
218
Vertex Pharmaceuticals
VRTX
$121B
$955K 0.01%
2,106
– –
AJG icon
219
Arthur J. Gallagher & Co
AJG
$63.7B
$953K 0.01%
3,684
– –
ANET icon
220
Arista Networks
ANET
$219B
$944K 0.01%
7,203
– –
STE icon
221
Steris
STE
$20.9B
$937K 0.01%
3,696
– –
GDXJ icon
222
VanEck Junior Gold Miners ETF
GDXJ
$7.06B
$910K 0.01%
8,000
– –
REGN icon
223
Regeneron Pharmaceuticals
REGN
$68.8B
$910K 0.01%
1,179
-12
-1% -$8.15K
NOW icon
224
ServiceNow
NOW
$102B
$897K 0.01%
5,855
-140
-2% -$24K
IOT icon
225
Samsara
IOT
$19.3B
$894K 0.01%
25,215
+215
+0.9% +$8.32K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Evercore Wealth Management held 439 positions worth $6.82B, up 0.14% from $6.81B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Evercore Wealth Management's Q4 2025 filing shows 26 new, 54 increased, 199 reduced and 19 closed positions. Its largest new stake was SharkNinja: 537,662 shares worth $60.2M. The largest sale was Fiserv Inc, an estimated $30.7M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Evercore Wealth Management's largest Q4 2025 buy was SharkNinja: 537,662 shares worth $60.2M.
  • Evercore Wealth Management added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $15.1M increase.
  • Evercore Wealth Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $13.7M.
  • Evercore Wealth Management fully exited Fiserv Inc in Q4 2025, selling an estimated $30.7M.
  • Evercore Wealth Management's ten largest holdings make up 42% of its $6.82B portfolio in Q4 2025.
  • Evercore Wealth Management opened 26 new positions and closed 19 in Q4 2025.
  • Evercore Wealth Management's portfolio value rose 0.14% quarter-over-quarter to $6.82B.

Based on Evercore Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.