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Latest Evercore Wealth Management, LLC Stock Portfolio

$6.36Billion– No. of Holdings #418

Evercore Wealth Management, LLC Performance:
2026 Q1: -4.85%YTD: -4.85%2025: 12.24%
Performance for 2026 Q1 is -4.85%, and YTD is -4.85%, and 2025 is 12.24%.

About Evercore Wealth Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Evercore Wealth Management, LLC reported an equity portfolio of $6.4 Billions as of 31 Mar, 2026.

The top stock holdings of Evercore Wealth Management, LLC are AAPL, NVDA, MSFT. The fund has invested 6% of it's portfolio in APPLE INC and 6% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off BORGWARNER INC (BWA), SAMSARA INC (IOT) and EXPAND ENERGY CORPORATION (CHK) stocks. They significantly reduced their stock positions in CDW CORP (CDW), SCHWAB CHARLES CORP (SCHW) and PROFESIONALLY MANAGED PORTFO. Evercore Wealth Management, LLC opened new stock positions in VOYAGER TECHNOLOGIES INC, VALERO ENERGY CORP (VLO) and FREEPORT MCMORAN INC (FCX). The fund showed a lot of confidence in some stocks as they added substantially to SPOTIFY TECHNOLOGY S A (SPOT), BECTON DICKINSON & CO (BDX) and FERMI INC.
Evercore Wealth Management, LLC Equity Portfolio Value
Last Reported on: 15 May, 2026

Evercore Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Evercore Wealth Management, LLC made a return of -4.85% in the last quarter. In trailing 12 months, it's portfolio return was 10.88%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
voyager technologies inc1,485,120
valero energy corp280,683
freeport mcmoran inc267,038
prologis inc.266,211
astrazeneca plc252,047
solstice advanced matls inc238,381
tailwind 2.0 acquisition cor230,144
fedex corp219,407
New stocks bought by Evercore Wealth Management, LLC

Additions

Ticker% Inc.
spotify technology s a31,048
becton dickinson & co175
fermi inc166
ishares tr123
vanguard intl equity index f87.5
intuit75.00
spdr series trust62.05
spdr series trust60.19
Additions to existing portfolio by Evercore Wealth Management, LLC

Reductions

Ticker% Reduced
cdw corp-97.56
schwab charles corp-90.28
profesionally managed portfo-52.97
shopify inc-52.77
carrier global corporation-46.18
public storage oper co-45.29
ishares silver tr-40.17
ameriprise finl inc-39.9
Evercore Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
borgwarner inc-1,632,120
samsara inc-893,872
blue ridge bankshares inc va-85,400
riot platforms inc-253,400
haymaker acquisition corp iv-190,763
calisa acquisition corp-173,365
cartesian growth corp iii-103,979
roivant sciences ltd-217,000
Evercore Wealth Management, LLC got rid off the above stocks

Sector Distribution

Evercore Wealth Management, LLC has about 22.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Energy
  • Healthcare
  • Real Estate
  • Consumer Defensive
Sector%
Others22.1
Technology20.9
Financial Services15
Consumer Cyclical11.7
Communication Services7.4
Industrials6.4
Energy5
Healthcare4.8
Real Estate3.1
Consumer Defensive2.5

Market Cap. Distribution

Evercore Wealth Management, LLC has about 76.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP45.3
LARGE-CAP31.5
UNALLOCATED22.1

Stocks belong to which Index?

About 73.2% of the stocks held by Evercore Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50070.2
Others26.8
RUSSELL 20003
Top 5 Winners (%)%
MGNX
macrogenics inc
79.5 %
sable offshore corp
66.5 %
TPL
texas pacific land corporati
65.2 %
GLW
corning inc
54.9 %
MPC
marathon pete corp
49.8 %
Top 5 Winners ($)$
FIX
comfort sys usa inc
64.5 M
WMB
williams cos inc
30.6 M
GNRC
generac hldgs inc
23.0 M
EOG
eog res inc
21.8 M
COST
costco wholesale corporation
13.5 M
Top 5 Losers (%)%
PCT
purecycle technologies inc
-39.6 %
HOOD
robinhood mkts inc
-38.7 %
JOBY
joby aviation inc
-37.4 %
JEF
jefferies financial group in
-33.4 %
ACHR
archer aviation inc
-31.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-90.5 M
BX
blackstone inc
-52.1 M
MA
mastercard incorporated
-28.2 M
AAPL
apple inc
-27.8 M
NVDA
nvidia corporation
-26.9 M

Evercore Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Evercore Wealth Management, LLC

Evercore Wealth Management, LLC has 418 stocks in it's portfolio. About 39.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. FIX was the most profitable stock for Evercore Wealth Management, LLC last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions