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
INTC icon
176
Intel
INTC
$175B
$1.57M 0.03%
69,010
-11,700
PH icon
177
Parker-Hannifin
PH
$91.9B
$1.57M 0.03%
2,578
-175
PSX icon
178
Phillips 66
PSX
$51.9B
$1.56M 0.03%
12,624
SUSA icon
179
iShares ESG Optimized MSCI USA ETF
SUSA
$3.64B
$1.55M 0.02%
13,512
BN icon
180
Brookfield
BN
$98.8B
$1.54M 0.02%
29,462
DBEF icon
181
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.21B
$1.54M 0.02%
35,624
KMI icon
182
Kinder Morgan
KMI
$60.5B
$1.51M 0.02%
53,090
J icon
183
Jacobs Solutions
J
$18.7B
$1.48M 0.02%
12,374
-227
DELL icon
184
Dell
DELL
$101B
$1.46M 0.02%
16,001
PNC icon
185
PNC Financial Services
PNC
$70B
$1.43M 0.02%
8,132
-400
AYI icon
186
Acuity Brands
AYI
$11.1B
$1.41M 0.02%
5,362
TGT icon
187
Target
TGT
$40.9B
$1.41M 0.02%
13,485
-570
PAYX icon
188
Paychex
PAYX
$45.5B
$1.4M 0.02%
9,058
-20
VGK icon
189
Vanguard FTSE Europe ETF
VGK
$27.6B
$1.4M 0.02%
19,882
+12,887
COP icon
190
ConocoPhillips
COP
$109B
$1.38M 0.02%
13,154
-466
VT icon
191
Vanguard Total World Stock ETF
VT
$54B
$1.36M 0.02%
11,732
-5
COF icon
192
Capital One
COF
$130B
$1.36M 0.02%
7,563
-400
IWV icon
193
iShares Russell 3000 ETF
IWV
$17B
$1.35M 0.02%
4,252
+60
KMB icon
194
Kimberly-Clark
KMB
$39.7B
$1.33M 0.02%
9,345
+10
PRFZ icon
195
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.79B
$1.33M 0.02%
35,020
BMY icon
196
Bristol-Myers Squibb
BMY
$88.3B
$1.32M 0.02%
21,655
-7,553
CMCSA icon
197
Comcast
CMCSA
$108B
$1.31M 0.02%
35,633
-6,266
DOV icon
198
Dover
DOV
$22.8B
$1.29M 0.02%
7,333
XLE icon
199
Energy Select Sector SPDR Fund
XLE
$25.6B
$1.28M 0.02%
13,709
TDG icon
200
TransDigm Group
TDG
$70.4B
$1.25M 0.02%
906
6 7
8
9 10