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
RPM icon
101
RPM International
RPM
$14.6B
$4.43M 0.07%
38,300
-250
CHD icon
102
Church & Dwight Co
CHD
$21.2B
$4.4M 0.07%
39,985
-4,962
NFLX icon
103
Netflix
NFLX
$511B
$4.18M 0.07%
4,482
-13
AFL icon
104
Aflac
AFL
$59.6B
$4.17M 0.07%
37,481
-1,693
UPS icon
105
United Parcel Service
UPS
$71.3B
$4.09M 0.07%
37,226
-24,891
DIS icon
106
Walt Disney
DIS
$201B
$4.09M 0.07%
41,469
-1,696
APH icon
107
Amphenol
APH
$153B
$4.07M 0.07%
61,980
-529
ORLY icon
108
O'Reilly Automotive
ORLY
$86.6B
$4.05M 0.07%
42,405
NKE icon
109
Nike
NKE
$101B
$4.02M 0.06%
63,278
-22,301
VUG icon
110
Vanguard Growth ETF
VUG
$195B
$4.01M 0.06%
10,802
META icon
111
Meta Platforms (Facebook)
META
$1.8T
$3.97M 0.06%
6,882
-344
PM icon
112
Philip Morris
PM
$246B
$3.94M 0.06%
24,797
-146
EMR icon
113
Emerson Electric
EMR
$73B
$3.91M 0.06%
35,635
-831
IJR icon
114
iShares Core S&P Small-Cap ETF
IJR
$86B
$3.83M 0.06%
36,625
-1,221
HON icon
115
Honeywell
HON
$129B
$3.82M 0.06%
18,055
-1,231
GLDM icon
116
SPDR Gold MiniShares Trust
GLDM
$22.9B
$3.79M 0.06%
61,210
-21,725
NET icon
117
Cloudflare
NET
$75.8B
$3.78M 0.06%
33,500
-8,000
VV icon
118
Vanguard Large-Cap ETF
VV
$46.1B
$3.75M 0.06%
14,607
AXP icon
119
American Express
AXP
$230B
$3.72M 0.06%
13,827
-204
VO icon
120
Vanguard Mid-Cap ETF
VO
$88.5B
$3.71M 0.06%
14,356
-375
XLF icon
121
Financial Select Sector SPDR Fund
XLF
$54.8B
$3.59M 0.06%
72,036
-1,000
PFE icon
122
Pfizer
PFE
$139B
$3.4M 0.05%
134,003
-9,733
CARR icon
123
Carrier Global
CARR
$48.9B
$3.36M 0.05%
52,985
-350
QCOM icon
124
Qualcomm
QCOM
$176B
$3.35M 0.05%
21,804
-495
SBUX icon
125
Starbucks
SBUX
$94.2B
$3.31M 0.05%
33,750
-453
3 4
5
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