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
$6.43B
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
$5.84B
$420K 0.01%
38,750
GIS icon
302
General Mills
GIS
$24.7B
$409K 0.01%
7,901
+376
COF icon
303
Capital One
COF
$145B
$407K 0.01%
1,911
-5,652
MKL icon
304
Markel Group
MKL
$25.6B
$405K 0.01%
203
CMI icon
305
Cummins
CMI
$69.9B
$404K 0.01%
1,234
NOC icon
306
Northrop Grumman
NOC
$78.4B
$401K 0.01%
+802
SLB icon
307
SLB Ltd
SLB
$55.8B
$399K 0.01%
11,803
-2,308
SXT icon
308
Sensient Technologies
SXT
$3.98B
$394K 0.01%
4,000
KVUE icon
309
Kenvue
KVUE
$32.2B
$387K 0.01%
18,504
ALL icon
310
Allstate
ALL
$54.4B
$386K 0.01%
1,915
STT icon
311
State Street
STT
$33.7B
$377K 0.01%
3,545
-975
HACK icon
312
Amplify Cybersecurity ETF
HACK
$2.2B
$377K 0.01%
4,360
SPOT icon
313
Spotify
SPOT
$115B
$373K 0.01%
486
C icon
314
Citigroup
C
$190B
$373K 0.01%
4,378
RJF icon
315
Raymond James Financial
RJF
$31B
$372K 0.01%
2,428
EXPE icon
316
Expedia Group
EXPE
$32.2B
$372K 0.01%
2,207
SSNC icon
317
SS&C Technologies
SSNC
$21.1B
$365K 0.01%
4,410
-50
DFAC icon
318
Dimensional US Core Equity 2 ETF
DFAC
$39.8B
$365K 0.01%
10,182
SIVR icon
319
abrdn Physical Silver Shares ETF
SIVR
$4.09B
$361K 0.01%
10,500
+1,000
WTM icon
320
White Mountains Insurance
WTM
$5.16B
$359K 0.01%
200
BK icon
321
Bank of New York Mellon
BK
$79.2B
$357K 0.01%
3,913
AEE icon
322
Ameren
AEE
$27.3B
$352K 0.01%
3,670
+70
TPR icon
323
Tapestry
TPR
$23B
$351K 0.01%
4,002
JCI icon
324
Johnson Controls International
JCI
$70B
$349K 0.01%
3,304
CEG icon
325
Constellation Energy
CEG
$113B
$348K 0.01%
1,079
-20