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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
AAPL icon
1
Apple
AAPL
$4.75T
$429M 6.28%
1,576,554
-42,757
-3% -$11.5M
NVDA icon
2
NVIDIA
NVDA
$5.17T
$422M 6.19%
2,264,901
-73,632
-3% -$13.7M
MSFT icon
3
Microsoft
MSFT
$2.88T
$392M 5.75%
811,533
-7,862
-1% -$3.94M
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.24T
$299M 4.38%
953,003
-24,182
-2% -$6.93M
AMZN icon
5
Amazon
AMZN
$2.62T
$264M 3.87%
1,144,774
-7,477
-0.6% -$1.71M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.25T
$235M 3.45%
751,368
-15,303
-2% -$4.37M
MA icon
7
Mastercard
MA
$472B
$228M 3.34%
399,179
-6,348
-2% -$3.55M
MS icon
8
Morgan Stanley
MS
$343B
$216M 3.17%
1,216,602
-27,530
-2% -$4.59M
BX icon
9
Blackstone
BX
$150B
$203M 2.98%
1,317,092
-16,559
-1% -$2.52M
JPM icon
10
JPMorgan Chase
JPM
$924B
$189M 2.77%
586,994
-4,016
-0.7% -$1.24M
AZO icon
11
AutoZone
AZO
$48.7B
$176M 2.58%
51,961
+371
+0.7% +$1.4M
CBRE icon
12
CBRE Group
CBRE
$40.1B
$160M 2.35%
997,000
-26,385
-3% -$4.15M
TMO icon
13
Thermo Fisher Scientific
TMO
$195B
$159M 2.33%
274,755
-5,543
-2% -$3.13M
HD icon
14
Home Depot
HD
$332B
$152M 2.22%
440,318
-4,762
-1% -$1.74M
WMB icon
15
Williams Companies
WMB
$91.5B
$148M 2.17%
2,459,053
-39,165
-2% -$2.37M
FIX icon
16
Comfort Systems
FIX
$63.2B
$145M 2.12%
155,237
-4,043
-3% -$3.73M
CB icon
17
Chubb
CB
$132B
$134M 1.96%
429,476
-7,133
-2% -$2.09M
BRK.B icon
18
Berkshire Hathaway Class B
BRK.B
$1.05T
$134M 1.96%
266,447
-1,878
-0.7% -$934K
VIK icon
19
Viking Holdings
VIK
$44.6B
$118M 1.73%
1,657,751
-23,255
-1% -$1.48M
BLK icon
20
Blackrock
BLK
$163B
$116M 1.7%
108,567
-969
-0.9% -$1.06M
DLN icon
21
WisdomTree US LargeCap Dividend Fund
DLN
$6.24B
$91.1M 1.33%
1,033,859
-16,552
-2% -$1.45M
UBER icon
22
Uber
UBER
$144B
$88.9M 1.3%
1,087,599
-22,149
-2% -$1.99M
COST icon
23
Costco
COST
$410B
$87.3M 1.28%
101,236
-506
-0.5% -$459K
BLDR icon
24
Builders FirstSource
BLDR
$7.68B
$84.3M 1.24%
819,418
-50,670
-6% -$5.69M
SPY icon
25
State Street SPDR S&P 500 ETF Trust
SPY
$788B
$79.5M 1.16%
116,548
+653
+0.6% +$441K
1
2 3 4 5

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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.