EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
VGT icon
151
Vanguard Information Technology ETF
VGT
$114B
$2.11M 0.03%
3,175
PH icon
152
Parker-Hannifin
PH
$110B
$2.1M 0.03%
3,013
+435
BA icon
153
Boeing
BA
$154B
$2.06M 0.03%
9,842
+134
MDLZ icon
154
Mondelez International
MDLZ
$72.3B
$2.03M 0.03%
30,090
-476
MMM icon
155
3M
MMM
$91.9B
$2.02M 0.03%
13,245
-50
YUM icon
156
Yum! Brands
YUM
$41.2B
$1.99M 0.03%
13,439
ZTS icon
157
Zoetis
ZTS
$54B
$1.95M 0.03%
12,517
-393
ATR icon
158
AptarGroup
ATR
$8.01B
$1.94M 0.03%
12,377
DVY icon
159
iShares Select Dividend ETF
DVY
$20.7B
$1.92M 0.03%
14,488
HDV icon
160
iShares Core High Dividend ETF
HDV
$11.8B
$1.91M 0.03%
16,322
+3,228
GEV icon
161
GE Vernova
GEV
$163B
$1.89M 0.03%
3,567
+668
XLP icon
162
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.2B
$1.84M 0.03%
22,771
OEF icon
163
iShares S&P 100 ETF
OEF
$29B
$1.82M 0.03%
5,970
-30
IEFA icon
164
iShares Core MSCI EAFE ETF
IEFA
$161B
$1.82M 0.03%
21,765
-80
SON icon
165
Sonoco
SON
$4.08B
$1.81M 0.03%
41,446
MMC icon
166
Marsh & McLennan
MMC
$90.1B
$1.77M 0.03%
8,095
SPGI icon
167
S&P Global
SPGI
$151B
$1.73M 0.03%
3,283
+4
XLB icon
168
State Street Materials Select Sector SPDR ETF
XLB
$5.15B
$1.73M 0.03%
19,653
-1,450
SUSA icon
169
iShares ESG Optimized MSCI USA ETF
SUSA
$3.72B
$1.71M 0.03%
13,512
NXPI icon
170
NXP Semiconductors
NXPI
$57.3B
$1.71M 0.03%
7,837
-656
MAR icon
171
Marriott International
MAR
$82.3B
$1.68M 0.03%
6,132
-1,036
BN icon
172
Brookfield
BN
$104B
$1.66M 0.03%
40,248
-3,945
SYY icon
173
Sysco
SYY
$35.1B
$1.65M 0.03%
21,760
XOP icon
174
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.82B
$1.63M 0.03%
12,968
-40
WM icon
175
Waste Management
WM
$87.1B
$1.61M 0.03%
7,040
5 6
7
8 9