EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.36B
AUM Growth
-$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$75.7M
2
+$16.9M
3
+$15.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
PGR icon
Progressive
PGR
+$8.28M

Top Sells

1
+$56.4M
2
+$26.6M
3
+$20.6M
4
AAPL icon
Apple
AAPL
+$18.8M
5
JPM icon
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
WMT icon
76
Walmart Inc
WMT
$959B
$9.73M 0.15%
78,258
-1,062
IWM icon
77
iShares Russell 2000 ETF
IWM
$79.5B
$9.65M 0.15%
38,929
-150
MDY icon
78
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.3B
$9.49M 0.15%
15,390
-170
ABT icon
79
Abbott
ABT
$152B
$9.02M 0.14%
87,823
-10,086
PG icon
80
Procter & Gamble
PG
$336B
$8.92M 0.14%
61,731
-5,468
ORCL icon
81
Oracle
ORCL
$552B
$8.83M 0.14%
60,003
-1,326
JBL icon
82
Jabil
JBL
$38.4B
$8.71M 0.14%
32,796
-3,044
EPD icon
83
Enterprise Products Partners
EPD
$85.7B
$8.32M 0.13%
219,962
+3,469
AMAT icon
84
Applied Materials
AMAT
$343B
$8.01M 0.13%
23,441
-520
BRK.A icon
85
Berkshire Hathaway Class A
BRK.A
$1.05T
$7.9M 0.12%
11
XLK icon
86
State Street Technology Select Sector SPDR ETF
XLK
$118B
$7.82M 0.12%
58,824
-4,804
TXN icon
87
Texas Instruments
TXN
$281B
$7.76M 0.12%
39,972
-2,934
MPLX icon
88
MPLX
MPLX
$57.3B
$7.54M 0.12%
132,053
LOW icon
89
Lowe's Companies
LOW
$121B
$7.51M 0.12%
31,772
-478
APH icon
90
Amphenol
APH
$162B
$7.05M 0.11%
55,806
-5,511
CAT icon
91
Caterpillar
CAT
$405B
$6.3M 0.1%
8,889
-67
XLV icon
92
State Street Health Care Select Sector SPDR ETF
XLV
$38.8B
$6.29M 0.1%
42,930
-3,795
AMGN icon
93
Amgen
AMGN
$183B
$6.26M 0.1%
17,801
-105
IVW icon
94
iShares S&P 500 Growth ETF
IVW
$74.3B
$6.18M 0.1%
54,595
VTI icon
95
Vanguard Total Stock Market ETF
VTI
$646B
$6M 0.09%
18,704
+1
VB icon
96
Vanguard Small-Cap ETF
VB
$77.5B
$5.95M 0.09%
22,721
-2
IBIT icon
97
iShares Bitcoin Trust
IBIT
$61.9B
$5.79M 0.09%
150,831
+28,579
ITW icon
98
Illinois Tool Works
ITW
$72.6B
$5.58M 0.09%
21,442
-5
QQQ icon
99
Invesco QQQ Trust
QQQ
$475B
$5.54M 0.09%
9,603
+834
ECL icon
100
Ecolab
ECL
$71.3B
$5.51M 0.09%
20,725
-86
2 3
4
5 6