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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
276
$561K 0.01%
6,250
277
$555K 0.01%
1,316
278
$554K 0.01%
581
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279
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280
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281
$550K 0.01%
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282
$547K 0.01%
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283
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1,563
284
$536K 0.01%
3,102
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285
$525K 0.01%
2,067
286
$518K 0.01%
2,368
287
$516K 0.01%
14,540
288
$514K 0.01%
9,301
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289
$514K 0.01%
6,794
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290
$508K 0.01%
39,800
291
$499K 0.01%
1,560
292
$499K 0.01%
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293
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294
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295
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296
$489K 0.01%
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297
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802
298
$482K 0.01%
2,583
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299
$476K 0.01%
2,542
-1,000
300
$474K 0.01%
1,060
10 11
12
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