Evercore Wealth Management, LLC

Portfolio Overview

Evercore Wealth Management, LLC reported a total portfolio value of $6.81 billion as of September 30, 2025, representing a growth of 6.0% from the previous quarter's $6.43 billion. The portfolio is highly diversified, comprising 733 total holdings. The firm employs a hybrid investment approach, combining active stock selection with broad market exposure via Exchange Traded Funds (ETFs). While the top 10 positions account for approximately 38% of the total p...