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
YUM icon
151
Yum! Brands
YUM
$39.8B
$2.11M 0.03%
13,439
-500
MDLZ icon
152
Mondelez International
MDLZ
$79.7B
$2.07M 0.03%
30,566
-861
BWA icon
153
BorgWarner
BWA
$9.26B
$2.03M 0.03%
71,006
-1,112,542
MMC icon
154
Marsh & McLennan
MMC
$91.7B
$1.98M 0.03%
8,095
-1
SON icon
155
Sonoco
SON
$3.96B
$1.96M 0.03%
41,446
AAXJ icon
156
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.23B
$1.96M 0.03%
26,454
+12
LMT icon
157
Lockheed Martin
LMT
$115B
$1.95M 0.03%
4,372
-3
MMM icon
158
3M
MMM
$80.6B
$1.95M 0.03%
13,295
-475
DVY icon
159
iShares Select Dividend ETF
DVY
$20.5B
$1.95M 0.03%
14,488
XLP icon
160
Consumers Staples Select Sector SPDR Fund
XLP
$15.4B
$1.86M 0.03%
22,771
-1,095
ATR icon
161
AptarGroup
ATR
$8.51B
$1.84M 0.03%
12,377
-2,000
XLB icon
162
Materials Select Sector SPDR Fund
XLB
$5.44B
$1.81M 0.03%
21,103
VGT icon
163
Vanguard Information Technology ETF
VGT
$108B
$1.72M 0.03%
3,175
XOP icon
164
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.76B
$1.71M 0.03%
13,008
-1,727
MAR icon
165
Marriott International
MAR
$70.3B
$1.71M 0.03%
7,168
GILD icon
166
Gilead Sciences
GILD
$146B
$1.68M 0.03%
14,950
SPGI icon
167
S&P Global
SPGI
$144B
$1.67M 0.03%
3,279
-325
BA icon
168
Boeing
BA
$160B
$1.66M 0.03%
9,708
+60
IEFA icon
169
iShares Core MSCI EAFE ETF
IEFA
$157B
$1.65M 0.03%
21,845
-8,234
AJG icon
170
Arthur J. Gallagher & Co
AJG
$71.8B
$1.65M 0.03%
4,786
-101
SYY icon
171
Sysco
SYY
$37.7B
$1.63M 0.03%
21,760
WM icon
172
Waste Management
WM
$85.9B
$1.63M 0.03%
7,040
-65
OEF icon
173
iShares S&P 100 ETF
OEF
$26.8B
$1.62M 0.03%
6,000
-20
NXPI icon
174
NXP Semiconductors
NXPI
$54.8B
$1.61M 0.03%
8,493
-76
HDV icon
175
iShares Core High Dividend ETF
HDV
$11.6B
$1.59M 0.03%
13,094
-245
5 6
7
8 9