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
SCHG icon
201
Schwab US Large-Cap Growth ETF
SCHG
$59.5B
$1.21M 0.02%
37,120
BMY icon
202
Bristol-Myers Squibb
BMY
$121B
$1.2M 0.02%
22,296
+1,122
PWV icon
203
Invesco Large Cap Value ETF
PWV
$1.51B
$1.18M 0.02%
17,782
J icon
204
Jacobs Solutions
J
$13.5B
$1.16M 0.02%
8,786
SEI
205
Solaris Energy Infrastructure
SEI
$4.34B
$1.15M 0.02%
25,000
ENB icon
206
Enbridge
ENB
$127B
$1.14M 0.02%
23,804
-15
COP icon
207
ConocoPhillips
COP
$147B
$1.11M 0.02%
11,828
-48
GD icon
208
General Dynamics
GD
$92.7B
$1.09M 0.02%
3,252
-10
MU icon
209
Micron Technology
MU
$847B
$1.09M 0.02%
3,834
+150
EQIX icon
210
Equinix
EQIX
$106B
$1.09M 0.02%
1,418
+32
CMCSA icon
211
Comcast
CMCSA
$90B
$1.04M 0.02%
34,752
-2,351
ETN icon
212
Eaton
ETN
$152B
$1M 0.01%
3,153
EEM icon
213
iShares MSCI Emerging Markets ETF
EEM
$29.2B
$988K 0.01%
18,056
-603
PAYX icon
214
Paychex
PAYX
$34.8B
$975K 0.01%
8,691
-342
BKNG icon
215
Booking.com
BKNG
$125B
$975K 0.01%
4,550
PRM icon
216
Perimeter Solutions
PRM
$5.07B
$964K 0.01%
35,000
VZ icon
217
Verizon
VZ
$202B
$957K 0.01%
23,485
-1,785
VRTX icon
218
Vertex Pharmaceuticals
VRTX
$110B
$955K 0.01%
2,106
AJG icon
219
Arthur J. Gallagher & Co
AJG
$52.6B
$953K 0.01%
3,684
ANET icon
220
Arista Networks
ANET
$194B
$944K 0.01%
7,203
STE icon
221
Steris
STE
$21.2B
$937K 0.01%
3,696
GDXJ icon
222
VanEck Junior Gold Miners ETF
GDXJ
$8.28B
$910K 0.01%
8,000
REGN icon
223
Regeneron Pharmaceuticals
REGN
$67B
$910K 0.01%
1,179
-12
NOW icon
224
ServiceNow
NOW
$105B
$897K 0.01%
5,855
-140
IOT icon
225
Samsara
IOT
$18.2B
$894K 0.01%
25,215
+215
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9
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