Evercore Wealth Management, LLC
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.7ptsvs SPY
Invested
$6.4B
Holdings
415
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Exited (was 5.7k shares)
6.0%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: Increased +1287.0% (16.6k → 229.9k shares)
6.0%
03
$MSFT
MICROSOFT CORP
Q1 2026: New position (15.0k shares)
4.6%
04
$GOOG
ALPHABET INC
Q1 2026: New position (110.0k shares)
4.0%
05
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 3.9k shares)
3.7%
06
$GOOGL
ALPHABET INC
Q4 2025: Exited (was 229.0k shares)
3.2%
07
$MA
MASTERCARD INCORPORATED
Q4 2025: Exited (was 2.4k shares)
3.1%
08
$DWD
MORGAN STANLEY
Q4 2025: Exited (was 460.4k shares)
3.0%
09
$FIX
COMFORT SYS USA INC
Q4 2025: Exited (was 1.0k shares)
2.9%
10
$AZO
AUTOZONE INC
Q4 2025: Exited (was 20.5k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:17 UTC.