Asset Manager
← All Institutions
Evercore Wealth Management, LLC
Market Value
$0
-100.0%
Holdings
405
-18
New Purchases
0
Added To
0
Closed
405
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 64 | $0 | 0% |
| Large Cap | 280 | $0 | 0% |
| Mid Cap | 44 | $0 | 0% |
| Small Cap | 8 | $0 | 0% |
| Micro Cap | 9 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$185.5B
Median Market Cap
$60.3B
Avg P/E
31.1
Median P/E
24.7
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
299
# ETFs / Funds
106
Top Holdings (405 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ED | —% | — | — | — | -$820K | -8,261 | -100.0% | SOLD |
| 2 | T | —% | — | — | — | -$216K | -8,710 | -100.0% | SOLD |
| 3 | YUM | —% | — | — | — | -$2M | -13,269 | -100.0% | SOLD |
| 4 | BDX | —% | — | — | — | -$493K | -2,542 | -100.0% | SOLD |
| 5 | AMP | —% | — | — | — | -$410K | -837 | -100.0% | SOLD |
| 6 | ACN | —% | — | — | — | -$36M | -132,792 | -100.0% | SOLD |
| 7 | ATR | —% | — | — | — | -$1M | -10,360 | -100.0% | SOLD |
| 8 | GLW | —% | — | — | — | -$1M | -15,977 | -100.0% | SOLD |
| 9 | BRK-A | —% | — | — | — | -$8M | -11 | -100.0% | SOLD |
| 10 | CB | —% | — | — | — | -$134M | -429,476 | -100.0% | SOLD |
| 11 | DIS | —% | — | — | — | -$4M | -37,560 | -100.0% | SOLD |
| 12 | CVX | —% | — | — | — | -$23M | -153,950 | -100.0% | SOLD |
| 13 | PSX | —% | — | — | — | -$2M | -12,034 | -100.0% | SOLD |
| 14 | SPOT | —% | — | — | — | -$282K | -486 | -100.0% | SOLD |
| 15 | ALL | —% | — | — | — | -$399K | -1,915 | -100.0% | SOLD |
| 16 | UBER | —% | — | — | — | -$89M | -1,087,599 | -100.0% | SOLD |
| 17 | NOW | —% | — | — | — | -$897K | -5,855 | -100.0% | SOLD |
| 18 | ACHR | —% | — | — | — | -$291K | -38,750 | -100.0% | SOLD |
| 19 | WTM | —% | — | — | — | -$416K | -200 | -100.0% | SOLD |
| 20 | LHX | —% | — | — | — | -$1M | -4,563 | -100.0% | SOLD |
| 21 | Q | —% | — | — | — | -$747K | -9,146 | -100.0% | SOLD |
| 22 | BMY | —% | — | — | — | -$1M | -22,296 | -100.0% | SOLD |
| 23 | XOM | —% | — | — | — | -$10M | -81,349 | -100.0% | SOLD |
| 24 | NEE | —% | — | — | — | -$14M | -172,668 | -100.0% | SOLD |
| 25 | AMT | —% | — | — | — | -$63M | -357,516 | -100.0% | SOLD |
| 26 | AYI | —% | — | — | — | -$2M | -4,865 | -100.0% | SOLD |
| 27 | ZTS | —% | — | — | — | -$1M | -11,438 | -100.0% | SOLD |
| 28 | DLR | —% | — | — | — | -$472K | -3,053 | -100.0% | SOLD |
| 29 | BN | —% | — | — | — | -$2M | -39,497 | -100.0% | SOLD |
| 30 | APD | —% | — | — | — | -$366K | -1,482 | -100.0% | SOLD |
| 31 | ZBH | —% | — | — | — | -$285K | -3,174 | -100.0% | SOLD |
| 32 | CARR | —% | — | — | — | -$3M | -49,043 | -100.0% | SOLD |
| 33 | ANET | —% | — | — | — | -$944K | -7,203 | -100.0% | SOLD |
| 34 | GE | —% | — | — | — | -$3M | -10,310 | -100.0% | SOLD |
| 35 | ICE | —% | — | — | — | -$3M | -17,312 | -100.0% | SOLD |
| 36 | CSR | —% | — | — | — | -$3M | -46,534 | -100.0% | SOLD |
| 37 | AFL | —% | — | — | — | -$3M | -26,556 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$12M | -97,909 | -100.0% | SOLD |
| 39 | AN | —% | — | — | — | -$459K | -2,225 | -100.0% | SOLD |
| 40 | MS | —% | — | — | — | -$216M | -1,216,602 | -100.0% | SOLD |
| 41 | OTIS | —% | — | — | — | -$2M | -25,441 | -100.0% | SOLD |
| 42 | GS | —% | — | — | — | -$5M | -5,197 | -100.0% | SOLD |
| 43 | HD | —% | — | — | — | -$152M | -440,318 | -100.0% | SOLD |
| 44 | SON | —% | — | — | — | -$2M | -35,330 | -100.0% | SOLD |
| 45 | WSM | —% | — | — | — | -$220K | -1,230 | -100.0% | SOLD |
| 46 | BLDR | —% | — | — | — | -$84M | -819,418 | -100.0% | SOLD |
| 47 | AXP | —% | — | — | — | -$5M | -13,881 | -100.0% | SOLD |
| 48 | EIX | —% | — | — | — | -$559K | -9,311 | -100.0% | SOLD |
| 49 | RJF | —% | — | — | — | -$390K | -2,428 | -100.0% | SOLD |
| 50 | ABBV | —% | — | — | — | -$19M | -83,900 | -100.0% | SOLD |
| 51 | EOG | —% | — | — | — | -$58M | -552,254 | -100.0% | SOLD |
| 52 | ECL | —% | — | — | — | -$5M | -20,811 | -100.0% | SOLD |
| 53 | AJG | —% | — | — | — | -$953K | -3,684 | -100.0% | SOLD |
| 54 | CL | —% | — | — | — | -$2M | -26,134 | -100.0% | SOLD |
| 55 | CRM | —% | — | — | — | -$7M | -24,899 | -100.0% | SOLD |
| 56 | CSL | —% | — | — | — | -$224K | -700 | -100.0% | SOLD |
| 57 | EQR | —% | — | — | — | -$216K | -3,421 | -100.0% | SOLD |
| 58 | APO | —% | — | — | — | -$432K | -2,981 | -100.0% | SOLD |
| 59 | BBY | —% | — | — | — | -$450K | -6,719 | -100.0% | SOLD |
| 60 | AEE | —% | — | — | — | -$366K | -3,670 | -100.0% | SOLD |
| 61 | BLK | —% | — | — | — | -$116M | -108,567 | -100.0% | SOLD |
| 62 | JOBY | —% | — | — | — | -$238K | -17,994 | -100.0% | SOLD |
| 63 | MSI | —% | — | — | — | -$584K | -1,524 | -100.0% | SOLD |
| 64 | ETR | —% | — | — | — | -$270K | -2,924 | -100.0% | SOLD |
| 65 | MO | —% | — | — | — | -$764K | -13,255 | -100.0% | SOLD |
| 66 | J | —% | — | — | — | -$1M | -8,786 | -100.0% | SOLD |
| 67 | SN | —% | — | — | — | -$60M | -537,662 | -100.0% | SOLD |
| 68 | WMB | —% | — | — | — | -$148M | -2,459,053 | -100.0% | SOLD |
| 69 | KO | —% | — | — | — | -$9M | -134,856 | -100.0% | SOLD |
| 70 | VZ | —% | — | — | — | -$957K | -23,485 | -100.0% | SOLD |
| 71 | TPR | —% | — | — | — | -$511K | -4,000 | -100.0% | SOLD |
| 72 | LOW | —% | — | — | — | -$8M | -32,250 | -100.0% | SOLD |
| 73 | NKE | —% | — | — | — | -$3M | -42,399 | -100.0% | SOLD |
| 74 | UPS | —% | — | — | — | -$1M | -14,950 | -100.0% | SOLD |
| 75 | MSCI | —% | — | — | — | -$556K | -969 | -100.0% | SOLD |
| 76 | CBRE | —% | — | — | — | -$160M | -997,000 | -100.0% | SOLD |
| 77 | SPGI | —% | — | — | — | -$2M | -3,130 | -100.0% | SOLD |
| 78 | TEL | —% | — | — | — | -$799K | -3,510 | -100.0% | SOLD |
| 79 | HIG | —% | — | — | — | -$290K | -2,107 | -100.0% | SOLD |
| 80 | STT | —% | — | — | — | -$457K | -3,545 | -100.0% | SOLD |
| 81 | PFE | —% | — | — | — | -$3M | -107,037 | -100.0% | SOLD |
| 82 | IBM | —% | — | — | — | -$17M | -57,605 | -100.0% | SOLD |
| 83 | WM | —% | — | — | — | -$2M | -6,990 | -100.0% | SOLD |
| 84 | MET | —% | — | — | — | -$203K | -2,570 | -100.0% | SOLD |
| 85 | GEV | —% | — | — | — | -$2M | -3,446 | -100.0% | SOLD |
| 86 | SHW | —% | — | — | — | -$32M | -98,818 | -100.0% | SOLD |
| 87 | DE | —% | — | — | — | -$850K | -1,826 | -100.0% | SOLD |
| 88 | DHR | —% | — | — | — | -$5M | -22,087 | -100.0% | SOLD |
| 89 | A | —% | — | — | — | -$205K | -1,508 | -100.0% | SOLD |
| 90 | BXSL | —% | — | — | — | -$583K | -22,150 | -100.0% | SOLD |
| 91 | DD | —% | — | — | — | -$336K | -8,348 | -100.0% | SOLD |
| 92 | GGG | —% | — | — | — | -$224K | -2,736 | -100.0% | SOLD |
| 93 | PM | —% | — | — | — | -$4M | -25,927 | -100.0% | SOLD |
| 94 | LMT | —% | — | — | — | -$2M | -4,558 | -100.0% | SOLD |
| 95 | TJX | —% | — | — | — | -$47M | -306,077 | -100.0% | SOLD |
| 96 | SYK | —% | — | — | — | -$11M | -30,129 | -100.0% | SOLD |
| 97 | EVR | —% | — | — | — | -$585K | -1,720 | -100.0% | SOLD |
| 98 | IFF | —% | — | — | — | -$431K | -6,390 | -100.0% | SOLD |
| 99 | KVUE | —% | — | — | — | -$239K | -13,846 | -100.0% | SOLD |
| 100 | CAT | —% | — | — | — | -$5M | -8,956 | -100.0% | SOLD |