Latest Evercore Wealth Management, LLC Stock Portfolio
Evercore Wealth Management, LLC Performance:
2025 Q3: 7.73%YTD: 9.22%2024: 15.27%
Performance for 2025 Q3 is 7.73%, and YTD is 9.22%, and 2024 is 15.27%.
About Evercore Wealth Management, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Evercore Wealth Management, LLC reported an equity portfolio of $6.8 Billions as of 30 Sep, 2025.
The top stock holdings of Evercore Wealth Management, LLC are NVDA, MSFT, AAPL. The fund has invested 6.4% of it's portfolio in NVIDIA CORPORATION and 6.2% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off ANSYS INC (ANSS), BALL CORP (BALL) and SNOWFLAKE INC (SNOW) stocks. They significantly reduced their stock positions in CONSTELLATION BRANDS INC (STZ), SPDR SERIES TRUST (BIL) and ACCENTURE PLC IRELAND (ACN). Evercore Wealth Management, LLC opened new stock positions in MERCADOLIBRE INC (MELI), EXPAND ENERGY CORPORATION (CHK) and SOLARIS ENERGY INFRAS INC (SOI). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), JOHNSON CTLS INTL PLC (JCI) and SYNOPSYS INC (SNPS).
The top stock holdings of Evercore Wealth Management, LLC are NVDA, MSFT, AAPL. The fund has invested 6.4% of it's portfolio in NVIDIA CORPORATION and 6.2% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off ANSYS INC (ANSS), BALL CORP (BALL) and SNOWFLAKE INC (SNOW) stocks. They significantly reduced their stock positions in CONSTELLATION BRANDS INC (STZ), SPDR SERIES TRUST (BIL) and ACCENTURE PLC IRELAND (ACN). Evercore Wealth Management, LLC opened new stock positions in MERCADOLIBRE INC (MELI), EXPAND ENERGY CORPORATION (CHK) and SOLARIS ENERGY INFRAS INC (SOI). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), JOHNSON CTLS INTL PLC (JCI) and SYNOPSYS INC (SNPS).
Evercore Wealth Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Evercore Wealth Management, LLC made a return of 7.73% in the last quarter. In trailing 12 months, it's portfolio return was 8.9%.
New Buys
| Ticker | $ Bought |
|---|---|
| mercadolibre inc | 54,069,800 |
| expand energy corporation | 2,127,780 |
| solaris energy infras inc | 999,250 |
| samsara inc | 931,250 |
| nvent electric plc | 349,382 |
| ishares tr | 287,980 |
| pentair plc | 285,650 |
| hubbell inc | 280,992 |
New stocks bought by Evercore Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 1,842 |
| johnson ctls intl plc | 301 |
| synopsys inc | 255 |
| te connectivity plc | 221 |
| vanguard intl equity index f | 187 |
| allstate corp | 171 |
| world gold tr | 132 |
| vanguard intl equity index f | 112 |
Additions to existing portfolio by Evercore Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| constellation brands inc | -74.54 |
| spdr series trust | -73.77 |
| accenture plc ireland | -58.65 |
| unitedhealth group inc | -53.03 |
| ishares tr | -51.99 |
| coinbase global inc | -51.05 |
| the cigna group | -41.78 |
| boston scientific corp | -40.35 |
Evercore Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ansys inc | -75,612,000 |
| walgreens boots alliance inc | -119,484 |
| dynamix corp | -104,754 |
| baxter intl inc | -203,209 |
| ball corp | -346,804 |
| wisdomtree tr | -212,428 |
| celanese corp del | -237,919 |
| the trade desk inc | -258,660 |
Evercore Wealth Management, LLC got rid off the above stocks
Sector Distribution
Evercore Wealth Management, LLC has about 25.2% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 25.2 |
| Others | 17.3 |
| Financial Services | 16.4 |
| Consumer Cyclical | 12.8 |
| Communication Services | 6.5 |
| Industrials | 5.8 |
| Healthcare | 5 |
| Energy | 4.2 |
| Real Estate | 3.6 |
| Consumer Defensive | 2.2 |
Market Cap. Distribution
Evercore Wealth Management, LLC has about 80.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 46.5 |
| LARGE-CAP | 33.9 |
| UNALLOCATED | 17.3 |
| MID-CAP | 2.1 |
Stocks belong to which Index?
About 77.1% of the stocks held by Evercore Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 75 |
| Others | 22.9 |
| RUSSELL 2000 | 2.1 |
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 413 stocks in it's portfolio. About 41.5% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Evercore Wealth Management, LLC last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.00 | 1,763 | 226,281 | unchanged | 0.00 | ||
| AAPL | apple inc | 6.05 | 1,619,310 | 412,325,000 | reduced | -1.59 | ||
| AAXJ | ishares tr | 0.04 | 25,985 | 2,370,360 | reduced | -0.67 | ||
| AAXJ | ishares tr | 0.03 | 13,512 | 1,832,900 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 5,802 | 660,732 | reduced | -1.28 | ||
| AAXJ | ishares tr | 0.00 | 2,765 | 305,173 | reduced | -4.16 | ||
| AAXJ | ishares tr | 0.00 | 2,063 | 219,689 | reduced | -51.99 | ||
| AAXJ | ishares tr | 0.00 | 1,760 | 210,338 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.29 | 85,370 | 19,766,600 | reduced | -0.85 | ||
| ABC | cencora inc | 0.01 | 2,440 | 762,572 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.20 | 103,216 | 13,824,800 | reduced | -15.88 | ||
| ACHR | archer aviation inc | 0.00 | 38,750 | 371,225 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.54 | 150,337 | 37,073,100 | reduced | -58.65 | ||
| ACSG | dbx etf tr | 0.02 | 35,624 | 1,653,670 | unchanged | 0.00 | ||
| ACU | acme utd corp | 0.00 | 5,100 | 210,018 | unchanged | 0.00 | ||
| ADBE | adobe inc | 1.07 | 207,026 | 73,028,400 | added | 0.94 | ||
| ADI | analog devices inc | 0.02 | 5,189 | 1,274,880 | reduced | -2.04 | ||
| ADP | automatic data processing in | 0.24 | 55,078 | 16,165,400 | reduced | -1.58 | ||
| ADSK | autodesk inc | 0.00 | 735 | 233,488 | reduced | -15.13 | ||
| AEE | ameren corp | 0.01 | 3,670 | 383,075 | unchanged | 0.00 | ||