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
$6.82B
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$15.1M
3
+$11M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$8.39M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.16M

Top Sells

1
+$30.7M
2
+$13.7M
3
+$12.7M
4
AAPL icon
Apple
AAPL
+$11.5M
5
EOG icon
EOG Resources
EOG
+$8.28M

Sector Composition

1 Technology 24.44%
2 Financials 20.95%
3 Consumer Discretionary 14.29%
4 Communication Services 8.05%
5 Healthcare 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BWA icon
176
BorgWarner
BWA
$13.5B
$1.63M 0.02%
36,221
-5,135
SYY icon
177
Sysco
SYY
$36.5B
$1.6M 0.02%
21,760
XLB icon
178
State Street Materials Select Sector SPDR ETF
XLB
$7.23B
$1.57M 0.02%
34,626
-4,800
PSX icon
179
Phillips 66
PSX
$71.2B
$1.55M 0.02%
12,034
SON icon
180
Sonoco
SON
$4.88B
$1.54M 0.02%
35,330
-5,016
WM icon
181
Waste Management
WM
$87.5B
$1.54M 0.02%
6,990
NXPI icon
182
NXP Semiconductors
NXPI
$79.9B
$1.54M 0.02%
7,074
-130
XLE icon
183
State Street Energy Select Sector SPDR ETF
XLE
$41.9B
$1.5M 0.02%
33,615
+4,743
MRSH
184
Marsh
MRSH
$79.1B
$1.49M 0.02%
8,044
-45
UPS icon
185
United Parcel Service
UPS
$85.9B
$1.48M 0.02%
14,950
-1,170
KMI icon
186
Kinder Morgan
KMI
$75.2B
$1.46M 0.02%
53,090
-20
IEMG icon
187
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$1.44M 0.02%
21,488
ZTS icon
188
Zoetis
ZTS
$34.1B
$1.44M 0.02%
11,438
-1,193
AMD icon
189
Advanced Micro Devices
AMD
$762B
$1.43M 0.02%
6,697
-300
PRFZ icon
190
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.68B
$1.43M 0.02%
31,160
ADI icon
191
Analog Devices
ADI
$193B
$1.4M 0.02%
5,177
-12
GLW icon
192
Corning
GLW
$167B
$1.4M 0.02%
15,977
-1,345
DOV icon
193
Dover
DOV
$28.3B
$1.36M 0.02%
6,989
GILD icon
194
Gilead Sciences
GILD
$167B
$1.35M 0.02%
10,975
-2,625
LHX icon
195
L3Harris
LHX
$58.1B
$1.34M 0.02%
4,563
INTC icon
196
Intel
INTC
$602B
$1.33M 0.02%
36,109
VOOV icon
197
Vanguard S&P 500 Value ETF
VOOV
$6.45B
$1.29M 0.02%
6,304
ATR icon
198
AptarGroup
ATR
$7.42B
$1.26M 0.02%
10,360
-2,017
MDLZ icon
199
Mondelez International
MDLZ
$79.3B
$1.25M 0.02%
23,243
-3,169
USB icon
200
US Bancorp
USB
$85.1B
$1.25M 0.02%
23,416
-1,568
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8
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