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
ACHR icon
301
Archer Aviation
ACHR
$7.66B
$420K 0.01%
38,750
GIS icon
302
General Mills
GIS
$25.4B
$409K 0.01%
7,901
+376
COF icon
303
Capital One
COF
$130B
$407K 0.01%
1,911
-5,652
MKL icon
304
Markel Group
MKL
$23.8B
$405K 0.01%
203
CMI icon
305
Cummins
CMI
$58.2B
$404K 0.01%
1,234
NOC icon
306
Northrop Grumman
NOC
$85.8B
$401K 0.01%
+802
SLB icon
307
SLB Limited
SLB
$49.2B
$399K 0.01%
11,803
-2,308
SXT icon
308
Sensient Technologies
SXT
$3.97B
$394K 0.01%
4,000
KVUE icon
309
Kenvue
KVUE
$27.1B
$387K 0.01%
18,504
ALL icon
310
Allstate
ALL
$51.4B
$386K 0.01%
1,915
STT icon
311
State Street
STT
$32B
$377K 0.01%
3,545
-975
HACK icon
312
Amplify Cybersecurity ETF
HACK
$2.34B
$377K 0.01%
4,360
SPOT icon
313
Spotify
SPOT
$137B
$373K 0.01%
486
C icon
314
Citigroup
C
$172B
$373K 0.01%
4,378
RJF icon
315
Raymond James Financial
RJF
$31.9B
$372K 0.01%
2,428
EXPE icon
316
Expedia Group
EXPE
$26.4B
$372K 0.01%
2,207
SSNC icon
317
SS&C Technologies
SSNC
$19.4B
$365K 0.01%
4,410
-50
DFAC icon
318
Dimensional US Core Equity 2 ETF
DFAC
$37.7B
$365K 0.01%
10,182
SIVR icon
319
abrdn Physical Silver Shares ETF
SIVR
$3.44B
$361K 0.01%
10,500
+1,000
WTM icon
320
White Mountains Insurance
WTM
$4.76B
$359K 0.01%
200
BK icon
321
Bank of New York Mellon
BK
$75.3B
$357K 0.01%
3,913
AEE icon
322
Ameren
AEE
$28.4B
$352K 0.01%
3,670
+70
TPR icon
323
Tapestry
TPR
$24.1B
$351K 0.01%
4,002
JCI icon
324
Johnson Controls International
JCI
$71.6B
$349K 0.01%
3,304
CEG icon
325
Constellation Energy
CEG
$124B
$348K 0.01%
1,079
-20
11 12
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