EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
VIK icon
26
Viking Holdings
VIK
$27.3B
$89.4M 1.39%
1,678,470
+95,050
DLN icon
27
WisdomTree US LargeCap Dividend Fund
DLN
$5.39B
$88.1M 1.37%
1,072,367
-18,679
FIX icon
28
Comfort Systems
FIX
$29.4B
$85.1M 1.32%
158,670
+32,137
CROX icon
29
Crocs
CROX
$4.59B
$80.4M 1.25%
794,224
-1,656
ADBE icon
30
Adobe
ADBE
$138B
$79.3M 1.23%
205,097
-10,016
EOG icon
31
EOG Resources
EOG
$59.6B
$76.5M 1.19%
639,255
+21,046
ANSS
32
DELISTED
Ansys
ANSS
$75.6M 1.18%
215,284
-5,762
PGR icon
33
Progressive
PGR
$141B
$71.8M 1.12%
269,108
+34,579
SPY icon
34
SPDR S&P 500 ETF Trust
SPY
$661B
$71.4M 1.11%
115,526
+103
GNRC icon
35
Generac Holdings
GNRC
$10.8B
$61.9M 0.96%
432,145
+8,563
FI icon
36
Fiserv
FI
$67.5B
$56.8M 0.88%
329,341
+34,516
TJX icon
37
TJX Companies
TJX
$160B
$43.8M 0.68%
354,882
-503,011
IVV icon
38
iShares Core S&P 500 ETF
IVV
$660B
$41.2M 0.64%
66,429
-635
IAU icon
39
iShares Gold Trust
IAU
$64.1B
$39.7M 0.62%
635,955
+4,735
VOO icon
40
Vanguard S&P 500 ETF
VOO
$757B
$38.8M 0.6%
68,311
+6,980
ARCC icon
41
Ares Capital
ARCC
$14.1B
$36.6M 0.57%
1,666,373
+1,178,886
SHW icon
42
Sherwin-Williams
SHW
$83.6B
$35M 0.54%
101,837
-1,870
DXJ icon
43
WisdomTree Japan Hedged Equity Fund
DXJ
$3.92B
$34.2M 0.53%
298,913
+10,203
LLY icon
44
Eli Lilly
LLY
$728B
$28M 0.44%
35,947
-599
JNJ icon
45
Johnson & Johnson
JNJ
$460B
$25.4M 0.39%
165,977
-6,907
IWF icon
46
iShares Russell 1000 Growth ETF
IWF
$122B
$24.7M 0.38%
58,225
+878
ROP icon
47
Roper Technologies
ROP
$55.3B
$23.8M 0.37%
42,000
-2,971
CVX icon
48
Chevron
CVX
$307B
$23.5M 0.37%
164,254
-8,005
GLD icon
49
SPDR Gold Trust
GLD
$135B
$23.1M 0.36%
75,873
-790
IBM icon
50
IBM
IBM
$257B
$17.5M 0.27%
59,410
+7,207
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