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
WFC icon
126
Wells Fargo
WFC
$277B
$2.97M 0.05%
37,075
+249
IWR icon
127
iShares Russell Mid-Cap ETF
IWR
$44.8B
$2.96M 0.05%
32,195
-2
VGK icon
128
Vanguard FTSE Europe ETF
VGK
$27.4B
$2.94M 0.05%
37,939
+18,057
DUK icon
129
Duke Energy
DUK
$99.4B
$2.93M 0.05%
24,810
-26
IDXX icon
130
Idexx Laboratories
IDXX
$51.1B
$2.92M 0.05%
5,444
-500
QCOM icon
131
Qualcomm
QCOM
$176B
$2.91M 0.05%
18,273
-3,531
PFE icon
132
Pfizer
PFE
$139B
$2.89M 0.04%
119,102
-14,901
CSR
133
Centerspace
CSR
$1B
$2.82M 0.04%
46,771
AFL icon
134
Aflac
AFL
$59.6B
$2.81M 0.04%
26,606
-10,875
GE icon
135
GE Aerospace
GE
$318B
$2.74M 0.04%
10,633
-8
TRV icon
136
Travelers Companies
TRV
$60.7B
$2.72M 0.04%
10,164
-750
OTIS icon
137
Otis Worldwide
OTIS
$35.6B
$2.68M 0.04%
27,113
+49
MTD icon
138
Mettler-Toledo International
MTD
$26.8B
$2.58M 0.04%
2,194
-227
VIG icon
139
Vanguard Dividend Appreciation ETF
VIG
$98.5B
$2.54M 0.04%
12,387
XLC icon
140
The Communication Services Select Sector SPDR Fund
XLC
$27.6B
$2.47M 0.04%
22,741
-107
XLI icon
141
Industrial Select Sector SPDR Fund
XLI
$23.6B
$2.43M 0.04%
16,502
-80
XLY icon
142
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.1B
$2.43M 0.04%
11,200
SBUX icon
143
Starbucks
SBUX
$94.2B
$2.39M 0.04%
26,098
-7,652
MDT icon
144
Medtronic
MDT
$122B
$2.36M 0.04%
27,079
+1,558
CL icon
145
Colgate-Palmolive
CL
$63.4B
$2.34M 0.04%
25,723
-1,190
IWD icon
146
iShares Russell 1000 Value ETF
IWD
$64.7B
$2.33M 0.04%
11,983
-250
BAC icon
147
Bank of America
BAC
$387B
$2.32M 0.04%
49,024
-24,685
UPS icon
148
United Parcel Service
UPS
$71.3B
$2.25M 0.04%
22,305
-14,921
AAXJ icon
149
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.21B
$2.16M 0.03%
26,160
-294
LMT icon
150
Lockheed Martin
LMT
$118B
$2.16M 0.03%
4,658
+286
4 5
6
7 8