EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.36B
1-Year Est. Return
20.35%
This Fund
S&P 500
1 Year Est. Return
+20.35%
AUM
$6.36B
AUM Growth
-$464M
(-6.8%)
Holding
439
Top Buys
| 1 | +$75.7M | |
| 2 | +$16.9M | |
| 3 | +$15.5M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$10.5M |
| 5 |
Progressive
PGR
|
+$8.28M |
Top Sells
| 1 | +$56.4M | |
| 2 | +$26.6M | |
| 3 | +$20.6M | |
| 4 |
Apple
AAPL
|
+$18.8M |
| 5 |
JPMorgan Chase
JPM
|
+$16.6M |
Sector Composition
| 1 | Technology | 21.23% |
| 2 | Financials | 19.58% |
| 3 | Consumer Discretionary | 14.7% |
| 4 | Communication Services | 8.59% |
| 5 | Industrials | 6.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Accenture
ACN
$110B
| $19.2M | 0.3% |
96,981
-35,811
|
|
||
52
AbbVie
ABBV
$381B
| $17.8M | 0.28% |
81,879
-2,021
|
|
||
53
iShares MSCI EAFE ETF
EFA
$76.7B
| $17.4M | 0.27% |
179,232
-1,269
|
|
||
54
NextEra Energy
NEE
$185B
| $16.2M | 0.26% |
174,857
+2,189
|
|
||
55
Vanguard FTSE Developed Markets ETF
VEA
$226B
| $15.4M | 0.24% |
240,254
+21,294
|
|
||
56
IBM
IBM
$239B
| $15.2M | 0.24% |
62,801
+5,196
|
|
||
57
Cisco
CSCO
$475B
| $13.6M | 0.21% |
175,229
-7,081
|
|
||
58
Tesla
TSLA
$1.6T
| $13.4M | 0.21% |
36,111
-325
|
|
||
59
PepsiCo
PEP
$206B
| $13M | 0.2% |
83,696
-8,607
|
|
||
60
Exxon Mobil
XOM
$642B
| $12.8M | 0.2% |
75,605
-5,744
|
|
||
61
Roper Technologies
ROP
$33B
| $12.6M | 0.2% |
35,693
-3,178
|
|
||
62
McKesson
MCK
$92.1B
| $12.1M | 0.19% |
14,007
-130
|
|
||
63
Vanguard FTSE Emerging Markets ETF
VWO
$120B
| $11.3M | 0.18% |
208,764
+66,679
|
|
||
64
Invesco S&P 500 Equal Weight ETF
RSP
$88.7B
| $11.2M | 0.18% |
58,520
+7,015
|
|
||
65
iShares Russell 1000 ETF
IWB
$47.9B
| $11.2M | 0.18% |
31,495
+17,385
|
|
||
66
Vanguard FTSE Europe ETF
VGK
$30.3B
| $11.1M | 0.18% |
135,194
+63,090
|
|
||
67
Automatic Data Processing
ADP
$90.1B
| $11.1M | 0.17% |
54,432
-571
|
|
||
68
Merck
MRK
$302B
| $11M | 0.17% |
91,797
-1,303
|
|
||
69
McDonald's
MCD
$201B
| $10.8M | 0.17% |
34,791
-3,218
|
|
||
70
RTX Corp
RTX
$238B
| $10.6M | 0.17% |
55,101
-9,201
|
|
||
71
Coca-Cola
KO
$351B
| $10.2M | 0.16% |
134,452
-404
|
|
||
72
Visa
V
$625B
| $10.2M | 0.16% |
33,611
-1,345
|
|
||
73
Broadcom
AVGO
$1.96T
| $9.87M | 0.16% |
31,885
-623
|
|
||
74
Stryker
SYK
$121B
| $9.87M | 0.16% |
30,029
-100
|
|
||
75
iShares Core S&P Mid-Cap ETF
IJH
$117B
| $9.81M | 0.15% |
145,222
-7,088
|
|