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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
PSA icon
276
Public Storage
PSA
$56.7B
$557K 0.01%
2,146
-1
TMUS icon
277
T-Mobile US
TMUS
$194B
$557K 0.01%
2,742
-18
MSCI icon
278
MSCI
MSCI
$44.2B
$556K 0.01%
969
EXE
279
Expand Energy Corp
EXE
$21.2B
$555K 0.01%
5,028
-15,000
AWK icon
280
American Water Works
AWK
$24.5B
$551K 0.01%
4,220
-44
NSC icon
281
Norfolk Southern
NSC
$70.1B
$547K 0.01%
1,896
VTV icon
282
Vanguard Value ETF
VTV
$181B
$530K 0.01%
2,773
+190
CSX icon
283
CSX Corp
CSX
$87.9B
$526K 0.01%
14,498
-42
C icon
284
Citigroup
C
$230B
$516K 0.01%
4,426
TT icon
285
Trane Technologies
TT
$104B
$512K 0.01%
1,316
TPR icon
286
Tapestry
TPR
$29.4B
$511K 0.01%
4,000
-2
VRSK icon
287
Verisk Analytics
VRSK
$23.9B
$506K 0.01%
2,260
OBDC icon
288
Blue Owl Capital
OBDC
$5.54B
$495K 0.01%
39,800
BDX icon
289
Becton Dickinson
BDX
$41.9B
$493K 0.01%
2,542
IWP icon
290
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$479K 0.01%
3,499
GWW icon
291
W.W. Grainger
GWW
$62.8B
$477K 0.01%
473
-108
WAB icon
292
Wabtec
WAB
$45.1B
$474K 0.01%
2,221
-100
SIVR icon
293
abrdn Physical Silver Shares ETF
SIVR
$4.53B
$473K 0.01%
7,000
-3,500
VNQ icon
294
Vanguard Real Estate ETF
VNQ
$37.8B
$473K 0.01%
5,344
-89
DLR icon
295
Digital Realty Trust
DLR
$65B
$472K 0.01%
3,053
-49
EXPE icon
296
Expedia Group
EXPE
$27.7B
$469K 0.01%
1,655
MPC icon
297
Marathon Petroleum
MPC
$75.4B
$466K 0.01%
2,865
AN icon
298
AutoNation
AN
$6.52B
$459K 0.01%
2,225
-143
STT icon
299
State Street
STT
$45.2B
$457K 0.01%
3,545
NOC icon
300
Northrop Grumman
NOC
$77.9B
$457K 0.01%
802
10 11
12
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