EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
BXSL icon
301
Blackstone Secured Lending
BXSL
$5.52B
$473K 0.01%
18,150
SIVR icon
302
abrdn Physical Silver Shares ETF
SIVR
$5.16B
$467K 0.01%
10,500
WAB icon
303
Wabtec
WAB
$45.3B
$465K 0.01%
2,321
IMXI icon
304
International Money Express
IMXI
$480M
$463K 0.01%
33,158
RKLB icon
305
Rocket Lab Corp
RKLB
$47.6B
$455K 0.01%
9,495
TPR icon
306
Tapestry
TPR
$29.7B
$453K 0.01%
4,002
XOP icon
307
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.32B
$450K 0.01%
3,401
-9,567
C icon
308
Citigroup
C
$220B
$449K 0.01%
4,426
+48
COIN icon
309
Coinbase
COIN
$51.9B
$439K 0.01%
1,302
-1,358
RSG icon
310
Republic Services
RSG
$63.7B
$424K 0.01%
1,846
RJF icon
311
Raymond James Financial
RJF
$30B
$419K 0.01%
2,428
APD icon
312
Air Products & Chemicals
APD
$67.3B
$412K 0.01%
1,512
-27
STT icon
313
State Street
STT
$42.7B
$411K 0.01%
3,545
APO icon
314
Apollo Global Management
APO
$71.3B
$397K 0.01%
2,981
SLB icon
315
SLB Ltd
SLB
$82.9B
$397K 0.01%
11,558
-245
CI icon
316
Cigna
CI
$74.5B
$394K 0.01%
1,367
-981
IFF icon
317
International Flavors & Fragrances
IFF
$18.1B
$393K 0.01%
6,390
DFAC icon
318
Dimensional US Core Equity 2 ETF
DFAC
$44.3B
$393K 0.01%
10,182
SSNC icon
319
SS&C Technologies
SSNC
$16.5B
$391K 0.01%
4,410
MKL icon
320
Markel Group
MKL
$23.8B
$388K 0.01%
203
TECH icon
321
Bio-Techne
TECH
$8.62B
$386K 0.01%
6,935
+1,353
AEE icon
322
Ameren
AEE
$31B
$383K 0.01%
3,670
GDX icon
323
VanEck Gold Miners ETF
GDX
$28.8B
$383K 0.01%
5,009
+446
RIOT icon
324
Riot Platforms
RIOT
$6.93B
$381K 0.01%
20,000
HACK icon
325
Amplify Cybersecurity ETF
HACK
$1.98B
$378K 0.01%
4,360
11 12
13
14 15