Evercore Wealth Management, LLC

RIA/Wealth

Evercore Wealth Management, LLC is a RIA/Wealth based in New York, NY led by Christopher Carl Zander, reporting $13.9B in AUM as of Q3 2025 with NVDA as the largest holding (6% allocation).

CEOChristopher Carl Zander

Portfolio Value: $6.8B
Positions: 413
Top Holding: NVDA at 6.4%
Last Reported: Q3 2025

Address55 East 52nd Street, 23rd Floor, New York, NY, 10055, United States

Top Holdings

Largest long holdings in Evercore Wealth Management, LLC's portfolio (41.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$436.3M	6.40%	-$13.9M Sold	0.01% 2.3M shares	Q2 2016 Held for 9y 5m
2 Microsoft MSFT	Software - Infrastructure Technology	$424.4M	6.23%	-$8.6M Sold	0.01% 819.4K shares	≤ Q2 2013 Held for 12y 5m+
3 Apple AAPL	Consumer Electronics Technology	$412.3M	6.05%	-$6.7M Sold	0.01% 1.6M shares	≤ Q2 2013 Held for 12y 5m+
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$253.0M	3.71%	-$2.5M Sold	0.01% 1.2M shares	≤ Q2 2013 Held for 12y 5m+
5 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$238.0M	3.49%	-$1.6M Sold	0.01% 977.2K shares	Q2 2014 Held for 11y 5m
6 Mastercard MA	Financial - Credit Services Financial Services	$230.7M	3.38%	-$3.9M Sold	0.04% 405.5K shares	≤ Q2 2013 Held for 12y 5m+
7 Blackstone BX	Asset Management Financial Services	$227.9M	3.34%	-$4.2M Sold	0.17% 1.3M shares	≤ Q2 2013 Held for 12y 5m+
8 AutoZone AZO	Specialty Retail Consumer Cyclical	$221.3M	3.25%	-$5.6M Sold	0.31% 51.6K shares	≤ Q2 2013 Held for 12y 5m+
9 Morgan Stanley MS	Financial - Capital Markets Financial Services	$197.8M	2.90%	-$2.8M Sold	0.08% 1.2M shares	Q1 2019 Held for 6y 8m
10 JPMorgan Chase JPM	Banks - Diversified Financial Services	$186.4M	2.74%	-$2.9M Sold	0.02% 591.0K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Evercore Wealth Management, LLC's latest filing

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Market Value

$6.8B

Prior: $6.4B

Q/Q Change

+5.96%

+$383.1M

Net Flows % of MV

-3.85%

Turnover Ratio

4.08%

New Purchases

6 stocks

$2.8M

Added To

73 stocks

+$98.7M

Sold Out Of

15 stocks

$135.4M

Reduced Holdings

185 stocks

-$228.7M

Increased Positions

Position	Shares Δ	Change
1 Solaris Energy Infrastructure SEI	New	0 → 25.0K +$999.3K
2 Samsara IOT	New	0 → 25.0K +$931.3K
3 nVent Electric plc NVT	New	0 → 3.5K +$349.4K
4 FXF Invesco CurrencyShares Swiss Franc Trust FXF	New	0 → 2.1K +$228.6K
5 GAM General American Investors Company GAM	New	0 → 3.3K +$206.1K

Decreased Positions

Position	Shares Δ	Change
1 Ansys ANSS	Sold	215.3K → 0 −$75.6M
2 Fiserv FI	Sold	329.3K → 0 −$56.8M
3 Ball Corporation BALL	Sold	6.2K → 0 −$346.8K
4 Snowflake SNOW	Sold	1.3K → 0 −$296.7K
5 Root, Inc. ROOT	Sold	2.1K → 0 −$274.5K

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Analytics

Portfolio insights and performance metrics for Evercore Wealth Management, LLC

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Sector Allocation

Technology

25.10%

Financial Services

21.10%

Consumer Cyclical

14.40%

ETF

8.90%

Communication Services

6.50%

Industrials

6.10%

Healthcare

5.00%

Energy

4.10%

Real Estate

3.60%

Consumer Defensive

2.30%

Basic Materials

0.70%

Utilities

0.30%

Market Cap Distribution

Mega Cap (> $200B)

50.81%

Large Cap ($10B - $200B)

36.22%

Mid Cap ($2B - $10B)

2.09%

Small Cap ($300M - $2B)

0.08%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.03%

N/A (ETF or Unknown)

10.76%

Portfolio Concentration

Top 10 Holdings %

41.5%

Top 20 Holdings %

62.75%

Top 50 Holdings %

86.94%

Top 100 Holdings %

94.57%