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
VT icon
176
Vanguard Total World Stock ETF
VT
$54B
$1.59M 0.02%
12,399
+667
PSX icon
177
Phillips 66
PSX
$51.9B
$1.56M 0.02%
13,116
+492
KMI icon
178
Kinder Morgan
KMI
$60.5B
$1.56M 0.02%
53,090
DBEF icon
179
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.21B
$1.56M 0.02%
35,624
BWA icon
180
BorgWarner
BWA
$9.26B
$1.54M 0.02%
46,026
-24,980
AJG icon
181
Arthur J. Gallagher & Co
AJG
$71.8B
$1.52M 0.02%
4,746
-40
PNC icon
182
PNC Financial Services
PNC
$70B
$1.52M 0.02%
8,132
IWV icon
183
iShares Russell 3000 ETF
IWV
$17B
$1.49M 0.02%
4,252
AYI icon
184
Acuity Brands
AYI
$11.1B
$1.45M 0.02%
4,865
-497
STZ icon
185
Constellation Brands
STZ
$24.4B
$1.44M 0.02%
8,837
-233,103
PRFZ icon
186
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.79B
$1.42M 0.02%
35,020
DOV icon
187
Dover
DOV
$22.8B
$1.34M 0.02%
7,333
IEMG icon
188
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$1.34M 0.02%
22,338
-558
PAYX icon
189
Paychex
PAYX
$45.5B
$1.31M 0.02%
9,008
-50
XAR icon
190
SPDR S&P Aerospace & Defense ETF
XAR
$4.83B
$1.29M 0.02%
6,123
CMCSA icon
191
Comcast
CMCSA
$108B
$1.28M 0.02%
35,949
+316
ADI icon
192
Analog Devices
ADI
$119B
$1.26M 0.02%
5,297
-475
NOW icon
193
ServiceNow
NOW
$186B
$1.23M 0.02%
1,199
+3
SLV icon
194
iShares Silver Trust
SLV
$26.5B
$1.22M 0.02%
37,058
LHX icon
195
L3Harris
LHX
$53.2B
$1.21M 0.02%
4,813
+6
KMB icon
196
Kimberly-Clark
KMB
$39.7B
$1.2M 0.02%
9,335
-10
XLE icon
197
Energy Select Sector SPDR Fund
XLE
$25.6B
$1.2M 0.02%
14,183
+474
VOOV icon
198
Vanguard S&P 500 Value ETF
VOOV
$5.66B
$1.19M 0.02%
6,304
TGT icon
199
Target
TGT
$40.9B
$1.17M 0.02%
11,909
-1,576
ETN icon
200
Eaton
ETN
$146B
$1.16M 0.02%
3,247
-51
6 7
8
9 10