EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.82B
1-Year Est. Return
20.79%
This Fund
S&P 500
1 Year Est. Return
+20.79%
AUM
$6.82B
AUM Growth
+$9.37M
(+0.14%)
Holding
439
Top Buys
| 1 | +$53M | |
| 2 | +$15.1M | |
| 3 | +$11M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$8.39M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$8.16M |
Top Sells
| 1 | +$30.7M | |
| 2 | +$13.7M | |
| 3 | +$12.7M | |
| 4 |
Apple
AAPL
|
+$11.5M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
SL Green Realty
SLG
$2.77B
| – | – |
-3,972
|
|
||
427
Constellation Brands
STZ
$27.1B
| – | – |
-2,250
|
|
||
428
Autodesk
ADSK
$53.7B
| – | – |
-735
|
|
||
429
JPMorgan BetaBuilders Canada ETF
BBCA
$10.4B
| – | – |
-3,487
|
|
||
430
JPMorgan BetaBuilders Japan ETF
BBJP
$15.2B
| – | – |
-3,403
|
|
||
431
Cintas
CTAS
$80.6B
| – | – |
-1,048
|
|
||
432
Corteva
CTVA
$53.1B
| – | – |
-3,902
|
|
||
433
Dominion Energy
D
$53.5B
| – | – |
-3,294
|
|
||
434
State Street SPDR EURO STOXX 50 ETF
FEZ
$5.04B
| – | – |
-4,854
|
|
||
|
FISV
435
Fiserv Inc
FISV
$33.8B
| – | – |
-238,221
|
|
||
|
GAM
436
General American Investors Company
GAM
$1.47B
| – | – |
-3,313
|
|
||
437
Hubbell
HUBB
$26B
| – | – |
-653
|
|
||
438
Labcorp
LH
$23.3B
| – | – |
-784
|
|
||
439
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.2B
| – | – |
-5,197
|
|