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
USMV icon
351
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$269K ﹤0.01%
2,864
VMC icon
352
Vulcan Materials
VMC
$38.4B
$268K ﹤0.01%
1,028
ADSK icon
353
Autodesk
ADSK
$65.8B
$268K ﹤0.01%
866
IDEV icon
354
iShares Core MSCI International Developed Markets ETF
IDEV
$23.7B
$265K ﹤0.01%
3,491
GTLS icon
355
Chart Industries
GTLS
$9.2B
$263K ﹤0.01%
1,599
CSL icon
356
Carlisle Companies
CSL
$13.5B
$261K ﹤0.01%
700
PWR icon
357
Quanta Services
PWR
$66.5B
$260K ﹤0.01%
+687
TTD icon
358
Trade Desk
TTD
$19.3B
$259K ﹤0.01%
+3,593
SPYD icon
359
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.31B
$253K ﹤0.01%
5,969
EMN icon
360
Eastman Chemical
EMN
$7.07B
$253K ﹤0.01%
3,385
HSIC icon
361
Henry Schein
HSIC
$8.59B
$252K ﹤0.01%
3,449
ICF icon
362
iShares Select U.S. REIT ETF
ICF
$1.89B
$251K ﹤0.01%
4,101
GGG icon
363
Graco
GGG
$13.7B
$248K ﹤0.01%
2,888
FNDF icon
364
Schwab Fundamental International Large Company Index ETF
FNDF
$18.9B
$248K ﹤0.01%
6,186
KR icon
365
Kroger
KR
$44.6B
$246K ﹤0.01%
3,432
SLG icon
366
SL Green Realty
SLG
$3.37B
$246K ﹤0.01%
3,972
ETR icon
367
Entergy
ETR
$41.6B
$243K ﹤0.01%
2,924
VTIP icon
368
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.6B
$243K ﹤0.01%
4,830
CE icon
369
Celanese
CE
$4.55B
$238K ﹤0.01%
4,300
-38,085
GDX icon
370
VanEck Gold Miners ETF
GDX
$24B
$238K ﹤0.01%
4,563
KNCT icon
371
Invesco Next Gen Connectivity ETF
KNCT
$38.8M
$235K ﹤0.01%
2,000
CTAS icon
372
Cintas
CTAS
$73.9B
$234K ﹤0.01%
1,048
ELV icon
373
Elevance Health
ELV
$74.2B
$232K ﹤0.01%
596
BIP icon
374
Brookfield Infrastructure Partners
BIP
$16.8B
$231K ﹤0.01%
6,896
RIOT icon
375
Riot Platforms
RIOT
$5.68B
$226K ﹤0.01%
20,000