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
J icon
201
Jacobs Solutions
J
$18.7B
$1.15M 0.02%
8,786
-3,588
VZ icon
202
Verizon
VZ
$170B
$1.13M 0.02%
26,177
BSX icon
203
Boston Scientific
BSX
$145B
$1.13M 0.02%
10,534
USB icon
204
US Bancorp
USB
$71B
$1.13M 0.02%
24,984
EQIX icon
205
Equinix
EQIX
$79.5B
$1.12M 0.02%
1,413
-27
PWV icon
206
Invesco Large Cap Value ETF
PWV
$1.18B
$1.1M 0.02%
17,782
GILD icon
207
Gilead Sciences
GILD
$146B
$1.09M 0.02%
9,875
-5,075
ENB icon
208
Enbridge
ENB
$103B
$1.09M 0.02%
24,089
-490
COP icon
209
ConocoPhillips
COP
$109B
$1.09M 0.02%
12,126
-1,028
SCHG icon
210
Schwab US Large-Cap Growth ETF
SCHG
$51.5B
$1.08M 0.02%
37,120
BKNG icon
211
Booking.com
BKNG
$161B
$1.08M 0.02%
187
INTC icon
212
Intel
INTC
$175B
$1.06M 0.02%
47,150
-21,860
DE icon
213
Deere & Co
DE
$124B
$1.06M 0.02%
2,076
AMD icon
214
Advanced Micro Devices
AMD
$381B
$1.02M 0.02%
7,174
-700
SO icon
215
Southern Company
SO
$108B
$989K 0.02%
10,768
-1,648
BMY icon
216
Bristol-Myers Squibb
BMY
$88.3B
$980K 0.02%
21,171
-484
GD icon
217
General Dynamics
GD
$88.9B
$951K 0.01%
3,262
EEM icon
218
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$948K 0.01%
19,661
VRTX icon
219
Vertex Pharmaceuticals
VRTX
$105B
$947K 0.01%
2,128
+27
IBIT icon
220
iShares Bitcoin Trust
IBIT
$82.8B
$940K 0.01%
15,358
-2,688
COIN icon
221
Coinbase
COIN
$84.9B
$932K 0.01%
2,660
-40
GLW icon
222
Corning
GLW
$74.3B
$907K 0.01%
17,248
STE icon
223
Steris
STE
$23.7B
$888K 0.01%
3,696
LIN icon
224
Linde
LIN
$208B
$843K 0.01%
1,797
+18
SPH icon
225
Suburban Propane Partners
SPH
$1.21B
$842K 0.01%
45,438
7 8
9
10 11