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
UNP icon
101
Union Pacific
UNP
$135B
$4.81M 0.07%
20,920
-955
META icon
102
Meta Platforms (Facebook)
META
$1.78T
$4.81M 0.07%
6,519
-363
DIS icon
103
Walt Disney
DIS
$201B
$4.68M 0.07%
37,720
-3,749
VWO icon
104
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$4.67M 0.07%
94,402
-5,855
VUG icon
105
Vanguard Growth ETF
VUG
$195B
$4.58M 0.07%
10,450
-352
PLTR icon
106
Palantir
PLTR
$426B
$4.55M 0.07%
33,351
-2,010
DHR icon
107
Danaher
DHR
$148B
$4.54M 0.07%
22,991
-1,259
PM icon
108
Philip Morris
PM
$246B
$4.51M 0.07%
24,741
-56
AMAT icon
109
Applied Materials
AMAT
$181B
$4.44M 0.07%
24,262
-31,507
AXP icon
110
American Express
AXP
$232B
$4.34M 0.07%
13,592
-235
HON icon
111
Honeywell
HON
$129B
$4.2M 0.07%
18,040
-15
RPM icon
112
RPM International
RPM
$14.6B
$4.19M 0.07%
38,150
-150
VV icon
113
Vanguard Large-Cap ETF
VV
$46.1B
$4.14M 0.06%
14,507
-100
EMR icon
114
Emerson Electric
EMR
$73B
$4.12M 0.06%
30,920
-4,715
IJR icon
115
iShares Core S&P Small-Cap ETF
IJR
$86B
$4M 0.06%
36,565
-60
VO icon
116
Vanguard Mid-Cap ETF
VO
$88.5B
$3.96M 0.06%
14,147
-209
CARR icon
117
Carrier Global
CARR
$48.9B
$3.87M 0.06%
52,883
-102
ORLY icon
118
O'Reilly Automotive
ORLY
$87.4B
$3.82M 0.06%
42,405
XLF icon
119
Financial Select Sector SPDR Fund
XLF
$54.8B
$3.81M 0.06%
72,661
+625
CAT icon
120
Caterpillar
CAT
$247B
$3.77M 0.06%
9,724
+240
GS icon
121
Goldman Sachs
GS
$238B
$3.61M 0.06%
5,101
-67
IVE icon
122
iShares S&P 500 Value ETF
IVE
$41.8B
$3.29M 0.05%
16,837
CHD icon
123
Church & Dwight Co
CHD
$21.2B
$3.26M 0.05%
33,948
-6,037
NKE icon
124
Nike
NKE
$101B
$3.23M 0.05%
45,416
-17,862
ICE icon
125
Intercontinental Exchange
ICE
$90.6B
$3.21M 0.05%
17,481
3 4
5
6 7