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
$6.36B
AUM Growth
-$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$75.7M
2
+$16.9M
3
+$15.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
PGR icon
Progressive
PGR
+$8.28M

Top Sells

1
+$56.4M
2
+$26.6M
3
+$20.6M
4
AAPL icon
Apple
AAPL
+$18.8M
5
JPM icon
JPMorgan Chase
JPM
+$16.6M

Sector Composition

1 Technology 21.23%
2 Financials 19.58%
3 Consumer Discretionary 14.7%
4 Communication Services 8.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSCI icon
276
MSCI
MSCI
$42.8B
$522K 0.01%
969
PCT icon
277
PureCycle Technologies
PCT
$2.05B
$519K 0.01%
100,000
GWW icon
278
W.W. Grainger
GWW
$58.9B
$516K 0.01%
473
EVR icon
279
Evercore
EVR
$13.4B
$513K 0.01%
1,720
XBI icon
280
State Street SPDR S&P Biotech ETF
XBI
$8.29B
$510K 0.01%
3,992
+1,500
PANW icon
281
Palo Alto Networks
PANW
$211B
$503K 0.01%
3,139
+93
CTSH icon
282
Cognizant
CTSH
$25B
$502K 0.01%
8,178
-73
C icon
283
Citigroup
C
$213B
$496K 0.01%
4,376
-50
JEF icon
284
Jefferies Financial Group
JEF
$10.6B
$494K 0.01%
11,963
TFC icon
285
Truist Financial
TFC
$60.3B
$493K 0.01%
10,723
-1,155
HOOD icon
286
Robinhood
HOOD
$66.3B
$484K 0.01%
6,991
GDX icon
287
VanEck Gold Miners ETF
GDX
$25.9B
$480K 0.01%
5,232
NSC icon
288
Norfolk Southern
NSC
$70.6B
$478K 0.01%
1,667
-229
ISRG icon
289
Intuitive Surgical
ISRG
$155B
$474K 0.01%
1,029
-16
VNQ icon
290
Vanguard Real Estate ETF
VNQ
$37.2B
$474K 0.01%
5,344
IFF icon
291
International Flavors & Fragrances
IFF
$19.2B
$464K 0.01%
6,390
SLB icon
292
SLB Ltd
SLB
$85.6B
$458K 0.01%
8,908
-2,650
STT icon
293
State Street
STT
$42.6B
$449K 0.01%
3,545
IWP icon
294
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$448K 0.01%
3,499
BBY icon
295
Best Buy
BBY
$13B
$448K 0.01%
6,974
+255
JEPI icon
296
JPMorgan Equity Premium Income ETF
JEPI
$45B
$444K 0.01%
7,834
-5,000
WTM icon
297
White Mountains Insurance
WTM
$5.32B
$439K 0.01%
200
MKC icon
298
McCormick & Company Non-Voting
MKC
$12.9B
$439K 0.01%
8,702
AN icon
299
AutoNation
AN
$6.36B
$434K 0.01%
2,225
JCI icon
300
Johnson Controls International
JCI
$84.4B
$433K 0.01%
3,304
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