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
$6.21B
AUM Growth
-$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$72M
2
+$61.4M
3
+$40.8M
4
VIK icon
Viking Holdings
VIK
+$14.4M
5
NVDA icon
NVIDIA
NVDA
+$11.5M

Top Sells

1
+$83.6M
2
+$69.9M
3
+$31.9M
4
CE icon
Celanese
CE
+$23.4M
5
STZ icon
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
CHKP icon
76
Check Point Software Technologies
CHKP
$20.8B
$8.58M 0.14%
37,626
-2,000
MDY icon
77
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
$8.45M 0.14%
15,839
-794
XLK icon
78
Technology Select Sector SPDR Fund
XLK
$93.5B
$8.11M 0.13%
39,269
-1,537
AMAT icon
79
Applied Materials
AMAT
$181B
$8.09M 0.13%
55,769
-118
LOW icon
80
Lowe's Companies
LOW
$135B
$8.04M 0.13%
34,475
-72
IWM icon
81
iShares Russell 2000 ETF
IWM
$71.8B
$7.5M 0.12%
37,587
-745
EPD icon
82
Enterprise Products Partners
EPD
$66B
$7.41M 0.12%
217,193
-1,000
AVGO icon
83
Broadcom
AVGO
$1.66T
$7.37M 0.12%
44,024
-173
MPLX icon
84
MPLX
MPLX
$50.3B
$7.07M 0.11%
132,053
WMT icon
85
Walmart
WMT
$869B
$7.06M 0.11%
80,387
-3,199
CRM icon
86
Salesforce
CRM
$225B
$6.99M 0.11%
26,057
-1,213
TSLA icon
87
Tesla
TSLA
$1.45T
$6.87M 0.11%
26,514
+834
AMGN icon
88
Amgen
AMGN
$158B
$5.84M 0.09%
18,738
-707
VB icon
89
Vanguard Small-Cap ETF
VB
$67.9B
$5.45M 0.09%
24,591
-13
ITW icon
90
Illinois Tool Works
ITW
$72.3B
$5.44M 0.09%
21,931
-3,366
ECL icon
91
Ecolab
ECL
$77.4B
$5.38M 0.09%
21,224
-104
QQQ icon
92
Invesco QQQ Trust
QQQ
$383B
$5.18M 0.08%
11,037
+567
UNP icon
93
Union Pacific
UNP
$135B
$5.17M 0.08%
21,875
-5,198
VEU icon
94
Vanguard FTSE All-World ex-US ETF
VEU
$50.8B
$5.12M 0.08%
84,420
-1,253
IVW icon
95
iShares S&P 500 Growth ETF
IVW
$65.8B
$5.11M 0.08%
55,010
-3,750
VTI icon
96
Vanguard Total Stock Market ETF
VTI
$545B
$5.01M 0.08%
18,244
JBL icon
97
Jabil
JBL
$22.2B
$4.97M 0.08%
36,540
DHR icon
98
Danaher
DHR
$148B
$4.97M 0.08%
24,250
-713
IWB icon
99
iShares Russell 1000 ETF
IWB
$44.8B
$4.78M 0.08%
15,582
-60
VWO icon
100
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$4.54M 0.07%
100,257
-5,098
2 3
4
5 6