EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
1-Year Est. Return
18.06%
1 Year Est. Return
+18.06%
AUM
$6.21B
AUM Growth
-$467M
(-7%)
Holding
433
Top Buys
| 1 | +$72M | |
| 2 | +$61.4M | |
| 3 | +$40.8M | |
| 4 |
Viking Holdings
VIK
|
+$14.4M |
| 5 |
NVIDIA
NVDA
|
+$11.5M |
Top Sells
| 1 | +$83.6M | |
| 2 | +$69.9M | |
| 3 | +$31.9M | |
| 4 |
Celanese
CE
|
+$23.4M |
| 5 |
Constellation Brands
STZ
|
+$20.9M |
Sector Composition
| 1 | Technology | 25.94% |
| 2 | Financials | 20.41% |
| 3 | Consumer Discretionary | 14.63% |
| 4 | Healthcare | 7.82% |
| 5 | Energy | 4.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
AbbVie
ABBV
$405B
| $18.2M | 0.29% |
86,827
-679
|
|
||
52
Automatic Data Processing
ADP
$116B
| $18.1M | 0.29% |
59,175
-1,152
|
|
||
53
PepsiCo
PEP
$207B
| $15.2M | 0.24% |
101,590
-10,893
|
|
||
54
iShares MSCI EAFE ETF
EFA
$67.7B
| $14.6M | 0.23% |
178,823
-5,705
|
|
||
55
McDonald's
MCD
$217B
| $14.5M | 0.23% |
46,398
-223,869
|
|
||
56
Charles Schwab
SCHW
$171B
| $13.7M | 0.22% |
174,460
-911
|
|
||
57
IBM
IBM
$262B
| $13M | 0.21% |
52,203
-2,580
|
|
||
58
Visa
V
$671B
| $12.9M | 0.21% |
36,798
-901
|
|
||
59
Procter & Gamble
PG
$345B
| $12.6M | 0.2% |
74,006
-2,155
|
|
||
60
Stryker
SYK
$141B
| $12M | 0.19% |
32,352
+48
|
|
||
61
Cisco
CSCO
$275B
| $11.7M | 0.19% |
189,670
-17,085
|
|
||
62
McKesson
MCK
$97.3B
| $11.1M | 0.18% |
16,466
-3,202
|
|
||
63
Ares Capital
ARCC
$14.1B
| $10.8M | 0.17% |
487,487
-545,622
|
|
||
64
NextEra Energy
NEE
$177B
| $10.4M | 0.17% |
147,252
-3,271
|
|
||
65
Coca-Cola
KO
$289B
| $10.4M | 0.17% |
144,798
-977
|
|
||
66
Vanguard FTSE Developed Markets ETF
VEA
$178B
| $10.4M | 0.17% |
203,977
-6,509
|
|
||
67
Exxon Mobil
XOM
$476B
| $10.1M | 0.16% |
85,314
-2,280
|
|
||
68
Invesco S&P 500 Equal Weight ETF
RSP
$74.3B
| $9.96M | 0.16% |
57,469
-1,415
|
|
||
69
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $9.27M | 0.15% |
158,854
-11,499
|
|
||
70
Merck
MRK
$210B
| $9.07M | 0.15% |
101,023
-3,048
|
|
||
71
RTX Corp
RTX
$210B
| $8.99M | 0.14% |
67,877
-1,375
|
|
||
72
Texas Instruments
TXN
$159B
| $8.91M | 0.14% |
49,564
-2,944
|
|
||
73
Health Care Select Sector SPDR Fund
XLV
$35.2B
| $8.9M | 0.14% |
60,947
-83,724
|
|
||
74
Berkshire Hathaway Class A
BRK.A
$1.07T
| $8.78M | 0.14% |
11
-1
|
|
||
75
Oracle
ORCL
$866B
| $8.78M | 0.14% |
62,774
-1,687
|
|