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
SPGI icon
201
S&P Global
SPGI
$124B
$1.26M 0.02%
2,955
-175
PWV icon
202
Invesco Large Cap Value ETF
PWV
$1.51B
$1.24M 0.02%
17,782
ENB icon
203
Enbridge
ENB
$127B
$1.24M 0.02%
22,814
-990
MU icon
204
Micron Technology
MU
$847B
$1.23M 0.02%
3,655
-179
UPS icon
205
United Parcel Service
UPS
$85.9B
$1.22M 0.02%
12,360
-2,590
USB icon
206
US Bancorp
USB
$85.1B
$1.21M 0.02%
23,293
-123
MDLZ icon
207
Mondelez International
MDLZ
$79.3B
$1.17M 0.02%
20,319
-2,924
ETN icon
208
Eaton
ETN
$152B
$1.13M 0.02%
3,153
J icon
209
Jacobs Solutions
J
$13.5B
$1.12M 0.02%
8,786
TPL icon
210
Texas Pacific Land
TPL
$27.7B
$1.1M 0.02%
2,328
GD icon
211
General Dynamics
GD
$92.7B
$1.1M 0.02%
3,215
-37
BDX icon
212
Becton Dickinson
BDX
$40.7B
$1.1M 0.02%
7,008
+4,466
SCHG icon
213
Schwab US Large-Cap Growth ETF
SCHG
$59.5B
$1.08M 0.02%
37,120
LRCX icon
214
Lam Research
LRCX
$382B
$1.07M 0.02%
4,994
DE icon
215
Deere & Co
DE
$143B
$1.03M 0.02%
1,826
EEM icon
216
iShares MSCI Emerging Markets ETF
EEM
$29.2B
$1.02M 0.02%
17,964
-92
DELL icon
217
Dell
DELL
$192B
$1.02M 0.02%
6,194
-35
BN icon
218
Brookfield
BN
$101B
$1M 0.02%
24,747
-14,750
KLAC icon
219
KLA
KLAC
$247B
$1M 0.02%
680
-30
REGN icon
220
Regeneron Pharmaceuticals
REGN
$67B
$969K 0.02%
1,254
+75
GDXJ icon
221
VanEck Junior Gold Miners ETF
GDXJ
$8.28B
$960K 0.02%
8,000
VZ icon
222
Verizon
VZ
$202B
$951K 0.02%
18,953
-4,532
VRTX icon
223
Vertex Pharmaceuticals
VRTX
$110B
$937K 0.01%
2,098
-8
CMCSA icon
224
Comcast
CMCSA
$90B
$919K 0.01%
32,018
-2,734
ED icon
225
Consolidated Edison
ED
$40B
$918K 0.01%
8,111
-150
7 8
9
10 11