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
MDY icon
76
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
$8.97M 0.14%
15,834
-5
CHKP icon
77
Check Point Software Technologies
CHKP
$20.8B
$8.03M 0.12%
36,273
-1,353
BRK.A icon
78
Berkshire Hathaway Class A
BRK.A
$1.07T
$8.02M 0.12%
11
XLV icon
79
Health Care Select Sector SPDR Fund
XLV
$35.2B
$8.01M 0.12%
59,447
-1,500
JBL icon
80
Jabil
JBL
$22.2B
$7.97M 0.12%
36,540
IWM icon
81
iShares Russell 2000 ETF
IWM
$71.8B
$7.87M 0.12%
36,449
-1,138
WMT icon
82
Walmart
WMT
$869B
$7.86M 0.12%
80,397
+10
MRK icon
83
Merck
MRK
$210B
$7.6M 0.12%
95,958
-5,065
LOW icon
84
Lowe's Companies
LOW
$135B
$7.32M 0.11%
32,995
-1,480
GLDM icon
85
SPDR Gold MiniShares Trust
GLDM
$22.9B
$7.1M 0.11%
108,435
+47,225
CRM icon
86
Salesforce
CRM
$225B
$7.09M 0.11%
25,982
-75
VEU icon
87
Vanguard FTSE All-World ex-US ETF
VEU
$50.8B
$6.99M 0.11%
104,017
+19,597
MPLX icon
88
MPLX
MPLX
$49.9B
$6.8M 0.11%
132,053
EPD icon
89
Enterprise Products Partners
EPD
$66.7B
$6.71M 0.1%
216,493
-700
APH icon
90
Amphenol
APH
$150B
$6.1M 0.09%
61,745
-235
IVW icon
91
iShares S&P 500 Growth ETF
IVW
$65.8B
$6.06M 0.09%
55,010
NFLX icon
92
Netflix
NFLX
$516B
$5.9M 0.09%
4,407
-75
VB icon
93
Vanguard Small-Cap ETF
VB
$67.9B
$5.82M 0.09%
24,541
-50
ECL icon
94
Ecolab
ECL
$77.4B
$5.71M 0.09%
21,179
-45
QQQ icon
95
Invesco QQQ Trust
QQQ
$383B
$5.65M 0.09%
10,237
-800
NET icon
96
Cloudflare
NET
$75.8B
$5.55M 0.09%
28,330
-5,170
VTI icon
97
Vanguard Total Stock Market ETF
VTI
$545B
$5.54M 0.09%
18,244
ITW icon
98
Illinois Tool Works
ITW
$72.3B
$5.35M 0.08%
21,631
-300
IWB icon
99
iShares Russell 1000 ETF
IWB
$44.8B
$5.28M 0.08%
15,552
-30
AMGN icon
100
Amgen
AMGN
$158B
$5.18M 0.08%
18,535
-203
2 3
4
5 6