EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.36B
AUM Growth
-$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$75.7M
2
+$16.9M
3
+$15.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
PGR icon
Progressive
PGR
+$8.28M

Top Sells

1
+$56.4M
2
+$26.6M
3
+$20.6M
4
AAPL icon
Apple
AAPL
+$18.8M
5
JPM icon
JPMorgan Chase
JPM
+$16.6M

Sector Composition

1 Technology 21.23%
2 Financials 19.58%
3 Consumer Discretionary 14.7%
4 Communication Services 8.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLC icon
151
State Street Communication Services Select Sector SPDR ETF
XLC
$25B
$2.16M 0.03%
19,510
DVY icon
152
iShares Select Dividend ETF
DVY
$22.9B
$2.14M 0.03%
14,163
-324
GLW icon
153
Corning
GLW
$167B
$2.14M 0.03%
15,748
-229
CL icon
154
Colgate-Palmolive
CL
$72.5B
$2.06M 0.03%
24,133
-2,001
SBUX icon
155
Starbucks
SBUX
$118B
$2.06M 0.03%
22,941
-1,625
XLE icon
156
State Street Energy Select Sector SPDR ETF
XLE
$41.9B
$2.05M 0.03%
33,398
-217
YUM icon
157
Yum! Brands
YUM
$42.8B
$2M 0.03%
12,869
-400
NKE icon
158
Nike
NKE
$66.2B
$2M 0.03%
37,771
-4,628
VT icon
159
Vanguard Total World Stock ETF
VT
$73.9B
$1.98M 0.03%
14,334
+1,785
IEFA icon
160
iShares Core MSCI EAFE ETF
IEFA
$184B
$1.93M 0.03%
21,296
+1,685
TGT icon
161
Target
TGT
$57B
$1.86M 0.03%
15,311
-2,304
OEF icon
162
iShares S&P 100 ETF
OEF
$20.3B
$1.85M 0.03%
5,805
-65
MAR icon
163
Marriott International
MAR
$97.3B
$1.82M 0.03%
5,574
-151
KMI icon
164
Kinder Morgan
KMI
$75.2B
$1.78M 0.03%
53,090
MMM icon
165
3M
MMM
$79.5B
$1.77M 0.03%
12,188
-7
SUSA icon
166
iShares ESG Optimized MSCI USA ETF
SUSA
$3.96B
$1.76M 0.03%
13,358
-154
DBEF icon
167
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.74B
$1.76M 0.03%
35,624
OTIS icon
168
Otis Worldwide
OTIS
$27.9B
$1.66M 0.03%
21,531
-3,910
ADI icon
169
Analog Devices
ADI
$193B
$1.65M 0.03%
5,177
PNC icon
170
PNC Financial Services
PNC
$88B
$1.64M 0.03%
7,880
-252
IEMG icon
171
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$1.62M 0.03%
23,238
+1,750
SON icon
172
Sonoco
SON
$4.88B
$1.61M 0.03%
29,830
-5,500
WM icon
173
Waste Management
WM
$87.5B
$1.61M 0.03%
6,990
LHX icon
174
L3Harris
LHX
$58.1B
$1.57M 0.02%
4,563
IWV icon
175
iShares Russell 3000 ETF
IWV
$19.7B
$1.57M 0.02%
4,232
5 6
7
8 9