EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
+$54.1M
2
+$14.8M
3
+$13.9M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$11M

Top Sells

1
+$75.6M
2
+$56.7M
3
+$52.6M
4
NVDA icon
NVIDIA
NVDA
+$13.9M
5
FISV
Fiserv Inc
FISV
+$11.7M

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
BXSL icon
301
Blackstone Secured Lending
BXSL
$6.13B
$473K 0.01%
18,150
SIVR icon
302
abrdn Physical Silver Shares ETF
SIVR
$6.61B
$467K 0.01%
10,500
WAB icon
303
Wabtec
WAB
$39.3B
$465K 0.01%
2,321
IMXI icon
304
International Money Express
IMXI
$461M
$463K 0.01%
33,158
RKLB icon
305
Rocket Lab Corp
RKLB
$51.4B
$455K 0.01%
9,495
TPR icon
306
Tapestry
TPR
$26.7B
$453K 0.01%
4,002
XOP icon
307
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.89B
$450K 0.01%
3,401
-9,567
C icon
308
Citigroup
C
$206B
$449K 0.01%
4,426
+48
COIN icon
309
Coinbase
COIN
$65B
$439K 0.01%
1,302
-1,358
RSG icon
310
Republic Services
RSG
$65.3B
$424K 0.01%
1,846
RJF icon
311
Raymond James Financial
RJF
$33.9B
$419K 0.01%
2,428
APD icon
312
Air Products & Chemicals
APD
$59.5B
$412K 0.01%
1,512
-27
STT icon
313
State Street
STT
$35.8B
$411K 0.01%
3,545
APO icon
314
Apollo Global Management
APO
$83.5B
$397K 0.01%
2,981
SLB icon
315
SLB Ltd
SLB
$69.8B
$397K 0.01%
11,558
-245
CI icon
316
Cigna
CI
$72.7B
$394K 0.01%
1,367
-981
IFF icon
317
International Flavors & Fragrances
IFF
$18.4B
$393K 0.01%
6,390
DFAC icon
318
Dimensional US Core Equity 2 ETF
DFAC
$41.4B
$393K 0.01%
10,182
SSNC icon
319
SS&C Technologies
SSNC
$20.9B
$391K 0.01%
4,410
MKL icon
320
Markel Group
MKL
$26B
$388K 0.01%
203
TECH icon
321
Bio-Techne
TECH
$10.7B
$386K 0.01%
6,935
+1,353
AEE icon
322
Ameren
AEE
$28.1B
$383K 0.01%
3,670
GDX icon
323
VanEck Gold Miners ETF
GDX
$29.2B
$383K 0.01%
5,009
+446
RIOT icon
324
Riot Platforms
RIOT
$7.15B
$381K 0.01%
20,000
HACK icon
325
Amplify Cybersecurity ETF
HACK
$2.07B
$378K 0.01%
4,360
11 12
13
14 15