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
GBTC icon
276
Grayscale Bitcoin Trust
GBTC
$37B
$530K 0.01%
6,250
ROK icon
277
Rockwell Automation
ROK
$44.5B
$519K 0.01%
1,563
+200
MLM icon
278
Martin Marietta Materials
MLM
$37.1B
$509K 0.01%
928
RNR icon
279
RenaissanceRe
RNR
$12.3B
$502K 0.01%
2,067
LRCX icon
280
Lam Research
LRCX
$199B
$502K 0.01%
5,154
VTV icon
281
Vanguard Value ETF
VTV
$153B
$495K 0.01%
2,800
-225
PRM icon
282
Perimeter Solutions
PRM
$4.09B
$487K 0.01%
35,000
WAB icon
283
Wabtec
WAB
$36.5B
$486K 0.01%
2,321
-14
IWP icon
284
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$485K 0.01%
3,499
EIX icon
285
Edison International
EIX
$21.9B
$477K 0.01%
+9,241
VNQ icon
286
Vanguard Real Estate ETF
VNQ
$34B
$476K 0.01%
5,344
-2,200
MPC icon
287
Marathon Petroleum
MPC
$57.4B
$476K 0.01%
2,865
CSX icon
288
CSX Corp
CSX
$66B
$474K 0.01%
14,540
-693
AN icon
289
AutoNation
AN
$7.76B
$470K 0.01%
2,368
IFF icon
290
International Flavors & Fragrances
IFF
$17.4B
$470K 0.01%
6,390
TEL icon
291
TE Connectivity
TEL
$67.5B
$468K 0.01%
2,775
EVR icon
292
Evercore
EVR
$12.5B
$464K 0.01%
1,720
MU icon
293
Micron Technology
MU
$262B
$462K 0.01%
3,751
BBY icon
294
Best Buy
BBY
$15.8B
$462K 0.01%
6,875
+1,550
RSG icon
295
Republic Services
RSG
$66.4B
$455K 0.01%
1,846
MUB icon
296
iShares National Muni Bond ETF
MUB
$41.5B
$449K 0.01%
4,297
IWO icon
297
iShares Russell 2000 Growth ETF
IWO
$13B
$446K 0.01%
1,560
SHOP icon
298
Shopify
SHOP
$208B
$437K 0.01%
3,790
-350
APD icon
299
Air Products & Chemicals
APD
$58.1B
$434K 0.01%
1,539
-120
APO icon
300
Apollo Global Management
APO
$78.2B
$423K 0.01%
2,981
10 11
12
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