EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
PCT icon
251
PureCycle Technologies
PCT
$1.57B
$685K 0.01%
+50,000
URI icon
252
United Rentals
URI
$51.6B
$673K 0.01%
893
+355
EFG icon
253
iShares MSCI EAFE Growth ETF
EFG
$9.48B
$658K 0.01%
5,877
DD icon
254
DuPont de Nemours
DD
$16.8B
$655K 0.01%
9,555
HOOD icon
255
Robinhood
HOOD
$120B
$655K 0.01%
6,991
MSI icon
256
Motorola Solutions
MSI
$62.5B
$641K 0.01%
1,524
-1
KLAC icon
257
KLA
KLAC
$158B
$636K 0.01%
710
-32
PSA icon
258
Public Storage
PSA
$48.7B
$635K 0.01%
2,163
BDX icon
259
Becton Dickinson
BDX
$55.1B
$610K 0.01%
3,542
-166
GDXJ icon
260
VanEck Junior Gold Miners ETF
GDXJ
$9B
$607K 0.01%
8,975
CME icon
261
CME Group
CME
$99.7B
$600K 0.01%
2,177
+500
TMUS icon
262
T-Mobile US
TMUS
$234B
$598K 0.01%
2,508
-8,154
DHI icon
263
D.R. Horton
DHI
$48B
$589K 0.01%
4,572
AWK icon
264
American Water Works
AWK
$25.5B
$587K 0.01%
4,220
CRWV
265
CoreWeave Inc
CRWV
$38.7B
$587K 0.01%
+3,600
WWD icon
266
Woodward
WWD
$17.6B
$578K 0.01%
2,359
MSCI icon
267
MSCI
MSCI
$41.1B
$576K 0.01%
999
ISRG icon
268
Intuitive Surgical
ISRG
$201B
$576K 0.01%
1,060
+3
TT icon
269
Trane Technologies
TT
$90.4B
$576K 0.01%
1,316
DLR icon
270
Digital Realty Trust
DLR
$54.5B
$573K 0.01%
3,287
+440
OBDC icon
271
Blue Owl Capital
OBDC
$6.85B
$571K 0.01%
39,800
-3,300
BXSL icon
272
Blackstone Secured Lending
BXSL
$6.47B
$558K 0.01%
+18,150
NSC icon
273
Norfolk Southern
NSC
$65.8B
$549K 0.01%
2,146
+3
AMP icon
274
Ameriprise Financial
AMP
$43.6B
$544K 0.01%
1,020
-40
TFC icon
275
Truist Financial
TFC
$60.5B
$537K 0.01%
12,488
-125
9 10
11
12 13