EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.43B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$17.3M
3
+$17.2M
4
PGR icon
Progressive
PGR
+$9.23M
5
UBER icon
Uber
UBER
+$7.65M

Top Sells

1
+$62.1M
2
+$37.9M
3
+$12.3M
4
AAPL icon
Apple
AAPL
+$11.6M
5
JPM icon
JPMorgan Chase
JPM
+$10.5M

Sector Composition

1 Technology 28.18%
2 Financials 21%
3 Consumer Discretionary 13.7%
4 Healthcare 5.69%
5 Communication Services 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRF icon
226
Invesco FTSE RAFI US 1000 ETF
PRF
$8.51B
$831K 0.01%
19,658
TPL icon
227
Texas Pacific Land
TPL
$21.6B
$820K 0.01%
776
JEPI icon
228
JPMorgan Equity Premium Income ETF
JEPI
$41B
$815K 0.01%
14,334
+5,000
ED icon
229
Consolidated Edison
ED
$36.5B
$805K 0.01%
8,020
-21
DPZ icon
230
Domino's
DPZ
$14.1B
$799K 0.01%
1,773
-355
CI icon
231
Cigna
CI
$77.7B
$776K 0.01%
2,348
+178
PANW icon
232
Palo Alto Networks
PANW
$139B
$774K 0.01%
3,784
INTU icon
233
Intuit
INTU
$180B
$771K 0.01%
979
DIA icon
234
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.2B
$754K 0.01%
1,712
MCO icon
235
Moody's
MCO
$84B
$754K 0.01%
1,504
SPTM icon
236
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
$754K 0.01%
10,067
+3,956
MO icon
237
Altria Group
MO
$108B
$750K 0.01%
12,787
-79
ANET icon
238
Arista Networks
ANET
$184B
$737K 0.01%
7,203
DFAX icon
239
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.6B
$734K 0.01%
25,000
COR icon
240
Cencora
COR
$61.9B
$732K 0.01%
2,440
GBDC icon
241
Golub Capital BDC
GBDC
$3.64B
$730K 0.01%
49,838
+588
JEF icon
242
Jefferies Financial Group
JEF
$10.1B
$717K 0.01%
13,108
+1,145
CTSH icon
243
Cognizant
CTSH
$32B
$709K 0.01%
9,091
-500
REGN icon
244
Regeneron Pharmaceuticals
REGN
$60.3B
$709K 0.01%
1,351
-22
GWW icon
245
W.W. Grainger
GWW
$45.7B
$708K 0.01%
681
DELL icon
246
Dell
DELL
$101B
$706K 0.01%
5,755
-10,246
XBI icon
247
SPDR S&P Biotech ETF
XBI
$6.25B
$704K 0.01%
8,492
VRSK icon
248
Verisk Analytics
VRSK
$32B
$704K 0.01%
2,260
IWN icon
249
iShares Russell 2000 Value ETF
IWN
$12B
$702K 0.01%
4,449
MKC icon
250
McCormick & Company Non-Voting
MKC
$17.9B
$689K 0.01%
9,082
-450
8 9
10
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