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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
$6.81B
AUM Growth
+$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$55.5M
2
+$16.1M
3
+$13.8M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$13.5M
5
PGR icon
Progressive
PGR
+$10.5M

Top Sells

1
+$75.6M
2
+$55.6M
3
+$49.7M
4
FISV
Fiserv Inc
FISV
+$13.1M
5
NVDA icon
NVIDIA
NVDA
+$13M

Sector Composition

1 Technology 26.05%
2 Financials 21.13%
3 Consumer Discretionary 14.37%
4 Communication Services 6.49%
5 Industrials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$931K 0.01%
+25,000
227
$923K 0.01%
9,743
-1,025
228
$915K 0.01%
3,696
229
$900K 0.01%
13,753
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230
$881K 0.01%
6,217
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231
$872K 0.01%
13,198
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232
$847K 0.01%
45,438
233
$844K 0.01%
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234
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235
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3,895
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236
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2,106
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237
$818K 0.01%
14,334
238
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8,120
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239
$794K 0.01%
1,712
240
$792K 0.01%
8,000
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241
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242
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35,000
243
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56,976
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244
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245
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4,572
246
$770K 0.01%
3,784
247
$769K 0.01%
23,592
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248
$766K 0.01%
710
249
$763K 0.01%
2,440
250
$758K 0.01%
1,755
-18
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