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
$6.81B
AUM Growth
+$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$14.8M
3
+$13.9M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$11M

Top Sells

1
+$75.6M
2
+$56.7M
3
+$52.6M
4
NVDA icon
NVIDIA
NVDA
+$13.9M
5
FISV
Fiserv Inc
FISV
+$11.7M

Sector Composition

1 Technology 26.05%
2 Financials 21.13%
3 Consumer Discretionary 14.37%
4 Communication Services 6.49%
5 Industrials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDY icon
76
SPDR S&P MidCap 400 ETF Trust
MDY
$23.3B
$9.35M 0.14%
15,684
-150
KO icon
77
Coca-Cola
KO
$304B
$9.12M 0.13%
137,579
-6,097
BRK.A icon
78
Berkshire Hathaway Class A
BRK.A
$1.09T
$9.05M 0.13%
12
+1
IWM icon
79
iShares Russell 2000 ETF
IWM
$71.1B
$8.72M 0.13%
36,026
-423
TXN icon
80
Texas Instruments
TXN
$159B
$8.61M 0.13%
46,844
-1,325
LOW icon
81
Lowe's Companies
LOW
$136B
$8.23M 0.12%
32,755
-240
WMT icon
82
Walmart
WMT
$896B
$8.21M 0.12%
79,681
-716
MRK icon
83
Merck
MRK
$251B
$7.94M 0.12%
94,545
-1,413
JBL icon
84
Jabil
JBL
$22.7B
$7.83M 0.11%
36,040
-500
APH icon
85
Amphenol
APH
$173B
$7.61M 0.11%
61,473
-272
CHKP icon
86
Check Point Software Technologies
CHKP
$20.1B
$7.5M 0.11%
36,268
-5
VWO icon
87
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$7.06M 0.1%
130,389
+35,987
EPD icon
88
Enterprise Products Partners
EPD
$69.2B
$6.77M 0.1%
216,493
IVW icon
89
iShares S&P 500 Growth ETF
IVW
$66.6B
$6.64M 0.1%
55,010
MPLX icon
90
MPLX
MPLX
$54.8B
$6.6M 0.1%
132,053
XLV icon
91
State Street Health Care Select Sector SPDR ETF
XLV
$40.1B
$6.51M 0.1%
46,795
-12,652
VGK icon
92
Vanguard FTSE Europe ETF
VGK
$28.2B
$6.44M 0.09%
80,747
+42,808
VB icon
93
Vanguard Small-Cap ETF
VB
$68.7B
$6.11M 0.09%
24,013
-528
QQQ icon
94
Invesco QQQ Trust
QQQ
$407B
$6.1M 0.09%
10,159
-78
PLTR icon
95
Palantir
PLTR
$407B
$6.08M 0.09%
33,351
CRM icon
96
Salesforce
CRM
$223B
$6.02M 0.09%
25,396
-586
VTI icon
97
Vanguard Total Stock Market ETF
VTI
$563B
$5.99M 0.09%
18,244
ECL icon
98
Ecolab
ECL
$76.7B
$5.8M 0.09%
21,179
IWB icon
99
iShares Russell 1000 ETF
IWB
$45.3B
$5.73M 0.08%
15,680
+128
ITW icon
100
Illinois Tool Works
ITW
$72.1B
$5.6M 0.08%
21,458
-173
2 3
4
5 6