EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
This Quarter Return
+10.37%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$1.82B
AUM Growth
+$1.82B
Cap. Flow
-$84.9M
Cap. Flow %
-4.66%
Top 10 Hldgs %
20.08%
Holding
1,070
New
59
Increased
199
Reduced
309
Closed
219

Sector Composition

1 Technology 16.8%
2 Financials 12.71%
3 Healthcare 10.82%
4 Consumer Discretionary 10.72%
5 Energy 10.57%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GL icon
976
Globe Life
GL
$11.3B
-71 Closed -$5K
B
977
Barrick Mining Corporation
B
$45.4B
-282 Closed -$6K
GSG icon
978
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.04B
-3,000 Closed -$97K
HDB icon
979
HDFC Bank
HDB
$182B
-22 Closed
HIG icon
980
Hartford Financial Services
HIG
$37.2B
-51 Closed -$2K
HSY icon
981
Hershey
HSY
$37.3B
-38 Closed -$4K
IBN icon
982
ICICI Bank
IBN
$113B
-202 Closed -$6K
IDA icon
983
Idacorp
IDA
$6.76B
-56 Closed -$2K
IDU icon
984
iShares US Utilities ETF
IDU
$1.65B
-80 Closed -$8K
BRSL
985
Brightstar Lottery PLC
BRSL
$3.15B
-163 Closed -$4K
IHG icon
986
InterContinental Hotels
IHG
$18.7B
-152 Closed -$4K
IMO icon
987
Imperial Oil
IMO
$46.2B
-121 Closed -$5K
INFY icon
988
Infosys
INFY
$69.7B
-98 Closed -$5K
ING icon
989
ING
ING
$70.3B
-702 Closed -$8K
INGR icon
990
Ingredion
INGR
$8.31B
-41 Closed -$2K
IP icon
991
International Paper
IP
$26.2B
-165 Closed -$7K
ISRG icon
992
Intuitive Surgical
ISRG
$170B
-100 Closed -$38K
ITUB icon
993
Itaú Unibanco
ITUB
$77B
-595 Closed -$8K
JBL icon
994
Jabil
JBL
$22B
-132 Closed -$3K
KALU icon
995
Kaiser Aluminum
KALU
$1.26B
-60 Closed -$4K
KB icon
996
KB Financial Group
KB
$28.6B
-196 Closed -$7K
KBR icon
997
KBR
KBR
$6.5B
-89 Closed -$3K
KDP icon
998
Keurig Dr Pepper
KDP
$39.5B
-122 Closed -$5K
KEP icon
999
Korea Electric Power
KEP
$17B
-396 Closed -$6K
KEY icon
1000
KeyCorp
KEY
$21.2B
-88 Closed -$1K