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
SYY icon
176
Sysco
SYY
$36.5B
$1.55M 0.02%
21,760
SCHW icon
177
Charles Schwab
SCHW
$157B
$1.55M 0.02%
16,493
-153,183
XLB icon
178
State Street Materials Select Sector SPDR ETF
XLB
$7.23B
$1.52M 0.02%
30,333
-4,293
XLP icon
179
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$1.5M 0.02%
18,247
-4,524
GILD icon
180
Gilead Sciences
GILD
$167B
$1.49M 0.02%
10,713
-262
XAR icon
181
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.1B
$1.49M 0.02%
5,863
+2,245
CARR icon
182
Carrier Global
CARR
$52.4B
$1.49M 0.02%
26,396
-22,647
VOYG
183
Voyager Technologies
VOYG
$2.65B
$1.49M 0.02%
+63,494
HDV
184
iShares Core High Dividend ETF
HDV
$13.8B
$1.46M 0.02%
53,835
-18,850
INTC icon
185
Intel
INTC
$602B
$1.45M 0.02%
32,918
-3,191
PRFZ icon
186
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.68B
$1.43M 0.02%
31,160
SEI
187
Solaris Energy Infrastructure
SEI
$4.34B
$1.41M 0.02%
25,000
MRSH
188
Marsh
MRSH
$79.1B
$1.4M 0.02%
8,044
EQIX icon
189
Equinix
EQIX
$106B
$1.39M 0.02%
1,418
ZTS icon
190
Zoetis
ZTS
$34.1B
$1.38M 0.02%
11,675
+237
DOV icon
191
Dover
DOV
$28.3B
$1.37M 0.02%
6,574
-415
AYI icon
192
Acuity Brands
AYI
$8.72B
$1.36M 0.02%
4,862
-3
COP icon
193
ConocoPhillips
COP
$147B
$1.35M 0.02%
10,253
-1,575
CDW icon
194
CDW
CDW
$14.2B
$1.35M 0.02%
11,151
-446,393
NXPI icon
195
NXP Semiconductors
NXPI
$79.9B
$1.35M 0.02%
6,849
-225
BMY icon
196
Bristol-Myers Squibb
BMY
$121B
$1.31M 0.02%
21,571
-725
SLV icon
197
iShares Silver Trust
SLV
$36.5B
$1.31M 0.02%
19,179
-12,879
ATR icon
198
AptarGroup
ATR
$7.42B
$1.31M 0.02%
10,360
VOOV icon
199
Vanguard S&P 500 Value ETF
VOOV
$6.45B
$1.28M 0.02%
6,304
AMD icon
200
Advanced Micro Devices
AMD
$762B
$1.28M 0.02%
6,277
-420
6 7
8
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