Evercore Wealth Management, LLC Portfolio Holdings
Q3 2025•413 long positions•$6.8B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding428 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $436.3M 6.4% | -$13.9M Sold | 0.01% 2.3M shares | 2.4M → 2.3M −$13.9M | -3.09% | $4.54T Mega Cap | Q2 2016 Held for 9y 5m | |
Software - Infrastructure Technology | $424.4M 6.23% | -$8.6M Sold | 0.011% 819.4K shares | 836.0K → 819.4K −$8.6M | -1.99% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $412.3M 6.05% | -$6.7M Sold | 0.011% 1.6M shares | 1.6M → 1.6M −$6.7M | -1.59% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $253.0M 3.71% | -$2.5M Sold | 0.011% 1.2M shares | 1.2M → 1.2M −$2.5M | -0.97% | $2.34T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $238.0M 3.49% | -$1.6M Sold | 0.008% 977.2K shares | 983.6K → 977.2K −$1.6M | -0.65% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
Financial - Credit Services Financial Services | $230.7M 3.38% | -$3.9M Sold | 0.045% 405.5K shares | 412.4K → 405.5K −$3.9M | -1.67% | $514.21B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Asset Management Financial Services | $227.9M 3.34% | -$4.2M Sold | 0.171% 1.3M shares | 1.4M → 1.3M −$4.2M | -1.81% | $133.37B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $221.3M 3.25% | -$5.6M Sold | 0.31% 51.6K shares | 52.9K → 51.6K −$5.6M | -2.48% | $71.5B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Capital Markets Financial Services | $197.8M 2.9% | -$2.8M Sold | 0.078% 1.2M shares | 1.3M → 1.2M −$2.8M | -1.41% | $253.75B Mega Cap | Q1 2019 Held for 6y 8m | |
Banks - Diversified Financial Services | $186.4M 2.74% | -$2.9M Sold | 0.021% 591.0K shares | 600.1K → 591.0K −$2.9M | -1.52% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $186.4M 2.73% | -$3.7M Sold | 0.006% 766.7K shares | 781.7K → 766.7K −$3.7M | -1.92% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Home Improvement Consumer Cyclical | $180.3M 2.65% | -$2.3M Sold | 0.045% 445.1K shares | 450.7K → 445.1K −$2.3M | -1.26% | $403.32B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Real Estate - Services Real Estate | $161.2M 2.37% | -$2.4M Sold | 0.344% 1.0M shares | 1.0M → 1.0M −$2.4M | -1.46% | $46.9B Large Cap | Q4 2013 Held for 11y 11m | |
Oil & Gas Midstream Energy | $158.3M 2.32% | -$2.2M Sold | 0.205% 2.5M shares | 2.5M → 2.5M −$2.2M | -1.38% | $77.4B Large Cap | Q4 2020 Held for 4y 11m | |
Medical - Diagnostics & Research Healthcare | $136.0M 1.99% | -$1.9M Sold | 0.074% 280.3K shares | 284.2K → 280.3K −$1.9M | -1.37% | $183.15B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $134.9M 1.98% | -$1.7M Sold | 0.012% 268.3K shares | 271.7K → 268.3K −$1.7M | -1.23% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Engineering & Construction Industrials | $131.4M 1.93% | +$503.4K Bought | 0.451% 159.3K shares | 158.7K → 159.3K +$503.4K | +0.38% | $29.1B Large Cap | Q1 2025 Held for 8 months | |
Asset Management Financial Services | $127.7M 1.87% | -$692.5K Sold | 0.071% 109.5K shares | 110.1K → 109.5K −$692.5K | -0.54% | $180.54B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Property & Casualty Financial Services | $123.2M 1.81% | +$327.4K Bought | 0.11% 436.6K shares | 435.4K → 436.6K +$327.4K | +0.27% | $112.53B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Application Technology | $108.7M 1.6% | +$3.4M Bought | 0.053% 1.1M shares | 1.1M → 1.1M +$3.4M | +3.25% | $204.31B Mega Cap | Q2 2024 Held for 1y 5m | |
Construction Industrials | $105.5M 1.55% | -$469.0K Sold | 0.787% 870.1K shares | 874.0K → 870.1K −$469.0K | -0.44% | $13.4B Large Cap | Q3 2021 Held for 4y 2m | |
Travel Services Consumer Cyclical | $104.5M 1.53% | +$157.6K Bought | 0.379% 1.7M shares | 1.7M → 1.7M +$157.6K | +0.15% | $27.6B Large Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $94.2M 1.38% | -$2.0M Sold | 0.023% 101.7K shares | 103.9K → 101.7K −$2.0M | -2.06% | $410.27B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $91.4M 1.34% | -$1.9M Sold | — 1.1M shares | 1.1M → 1.1M −$1.9M | -2.05% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Information Technology Services Technology | $79.8M 1.17% | -$53.0K Sold | 0.382% 501.1K shares | 501.5K → 501.1K −$53.0K | -0.07% | $20.9B Large Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $77.2M 1.13% | +$245.8K Bought | — 115.9K shares | 115.5K → 115.9K +$245.8K | +0.32% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Property & Casualty Financial Services | $77.0M 1.13% | +$10.5M Bought | 0.053% 311.7K shares | 269.1K → 311.7K +$10.5M | +15.84% | $144.81B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
REIT - Specialty Real Estate | $76.3M 1.12% | -$1.7M Sold | 0.085% 396.8K shares | 405.6K → 396.8K −$1.7M | -2.16% | $90.1B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $73.0M 1.07% | +$680.5K Bought | 0.049% 207.0K shares | 205.1K → 207.0K +$680.5K | +0.94% | $147.66B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Exploration & Production Energy | $70.6M 1.04% | -$1.1M Sold | 0.115% 629.4K shares | 639.3K → 629.4K −$1.1M | -1.55% | $61.2B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Machinery Industrials | $67.5M 0.991% | -$4.8M Sold | 0.688% 403.5K shares | 432.1K → 403.5K −$4.8M | -6.63% | $9.8B Mid Cap | Q2 2022 Held for 3y 5m | |
Apparel - Footwear & Accessories Consumer Cyclical | $61.5M 0.903% | -$4.8M Sold | 1.35% 736.2K shares | 794.2K → 736.2K −$4.8M | -7.3% | $4.6B Mid Cap | Q3 2023 Held for 2y 2m | |
Specialty Retail Consumer Cyclical | $54.1M 0.793% | +$54.1M Bought | 0.046% 23.1K shares | — | — | $118.48B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $51.7M 0.758% | +$9.8M Bought | — 84.4K shares | 68.3K → 84.4K +$9.8M | +23.52% | — — | Q1 2016 Held for 9y 8m | |
Medical - Healthcare Plans Healthcare | $50.3M 0.737% | -$56.7M Sold | 0.016% 145.5K shares | 309.8K → 145.5K −$56.7M | -53.03% | $312.73B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Apparel - Retail Consumer Cyclical | $48.9M 0.718% | -$2.4M Sold | 0.03% 338.4K shares | 354.9K → 338.4K −$2.4M | -4.65% | $160.86B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Asset Management Financial Services | $48.8M 0.716% | +$14.8M Bought | 0.339% 2.4M shares | 1.7M → 2.4M +$14.8M | +43.5% | $14.4B Large Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $45.1M 0.662% | -$1.2M Sold | — 619.5K shares | 636.0K → 619.5K −$1.2M | -2.59% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $44.6M 0.654% | +$110.4K Bought | — 66.6K shares | 66.4K → 66.6K +$110.4K | +0.25% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $38.1M 0.56% | -$133.3K Sold | — 297.9K shares | 298.9K → 297.9K −$133.3K | -0.35% | — — | Q2 2024 Held for 1y 5m | |
Information Technology Services Technology | $37.1M 0.544% | -$52.6M Sold | 0.024% 150.3K shares | 363.5K → 150.3K −$52.6M | -58.65% | $153.39B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Chemicals - Specialty Basic Materials | $34.6M 0.508% | -$628.1K Sold | 0.04% 100.0K shares | 101.8K → 100.0K −$628.1K | -1.78% | $86.3B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $31.2M 0.458% | +$13.8M Bought | — 614.3K shares | 341.9K → 614.3K +$13.8M | +79.71% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $30.7M 0.451% | +$30.7M Bought | — 238.2K shares | — | — | — — | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $30.3M 0.445% | -$435.6K Sold | 0.007% 163.6K shares | 166.0K → 163.6K −$435.6K | -1.42% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $27.3M 0.401% | +$73.1K Bought | — 58.4K shares | 58.2K → 58.4K +$73.1K | +0.27% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $26.8M 0.393% | -$170.6K Sold | — 75.4K shares | 75.9K → 75.4K −$170.6K | -0.63% | — — | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $26.2M 0.385% | -$1.2M Sold | 0.004% 34.3K shares | 35.9K → 34.3K −$1.2M | -4.46% | $684.00B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $22.5M 0.33% | -$3.0M Sold | 0.007% 145.0K shares | 164.3K → 145.0K −$3.0M | -11.73% | $312.88B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $21.4M 0.314% | +$13.9M Bought | — 299.4K shares | 104.0K → 299.4K +$13.9M | +187.86% | — — | ≤ Q2 2013 Held for 12y 5m+ |
