EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.82B
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$15.1M
3
+$11M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$8.39M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.16M

Top Sells

1
+$30.7M
2
+$13.7M
3
+$12.7M
4
AAPL icon
Apple
AAPL
+$11.5M
5
EOG icon
EOG Resources
EOG
+$8.28M

Sector Composition

1 Technology 24.44%
2 Financials 20.95%
3 Consumer Discretionary 14.29%
4 Communication Services 8.05%
5 Healthcare 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DPZ icon
251
Domino's
DPZ
$10.5B
$719K 0.01%
1,725
-30
WWD icon
252
Woodward
WWD
$20.9B
$700K 0.01%
2,316
CTSH icon
253
Cognizant
CTSH
$25B
$685K 0.01%
8,251
TPL icon
254
Texas Pacific Land
TPL
$27.7B
$669K 0.01%
2,328
RKLB icon
255
Rocket Lab Corp
RKLB
$78.6B
$662K 0.01%
9,495
EFG icon
256
iShares MSCI EAFE Growth ETF
EFG
$15.5B
$661K 0.01%
5,802
DHI icon
257
D.R. Horton
DHI
$40.8B
$651K 0.01%
4,523
-49
BNY
258
Bank of New York Mellon
BNY
$95.5B
$617K 0.01%
5,313
SHOP icon
259
Shopify
SHOP
$134B
$610K 0.01%
3,790
ROK icon
260
Rockwell Automation
ROK
$50.3B
$608K 0.01%
1,563
INTU icon
261
Intuit
INTU
$87.5B
$607K 0.01%
916
URI icon
262
United Rentals
URI
$58.8B
$601K 0.01%
743
-45
CMI icon
263
Cummins
CMI
$88.3B
$596K 0.01%
1,168
-13
MKC icon
264
McCormick & Company Non-Voting
MKC
$12.9B
$593K 0.01%
8,702
-380
ISRG icon
265
Intuitive Surgical
ISRG
$155B
$592K 0.01%
1,045
-15
CME icon
266
CME Group
CME
$105B
$590K 0.01%
2,160
-17
EVR icon
267
Evercore
EVR
$13.4B
$585K 0.01%
1,720
TFC icon
268
Truist Financial
TFC
$60.3B
$585K 0.01%
11,878
-90
MSI icon
269
Motorola Solutions
MSI
$67.1B
$584K 0.01%
1,524
-2
BXSL icon
270
Blackstone Secured Lending
BXSL
$5.43B
$583K 0.01%
22,150
+4,000
MLM icon
271
Martin Marietta Materials
MLM
$32.2B
$578K 0.01%
928
RNR icon
272
RenaissanceRe
RNR
$12.6B
$575K 0.01%
2,044
-23
COF icon
273
Capital One
COF
$117B
$573K 0.01%
2,366
-1,529
PANW icon
274
Palo Alto Networks
PANW
$211B
$561K 0.01%
3,046
-738
EIX icon
275
Edison International
EIX
$27.4B
$559K 0.01%
9,311
+10
9 10
11
12 13