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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
301
$473K 0.01%
18,150
302
$467K 0.01%
10,500
303
$465K 0.01%
2,321
304
$463K 0.01%
33,158
305
$455K 0.01%
9,495
306
$453K 0.01%
4,002
307
$450K 0.01%
3,401
-9,567
308
$449K 0.01%
4,426
+48
309
$439K 0.01%
1,302
-1,358
310
$424K 0.01%
1,846
311
$419K 0.01%
2,428
312
$412K 0.01%
1,512
-27
313
$411K 0.01%
3,545
314
$397K 0.01%
2,981
315
$397K 0.01%
11,558
-245
316
$394K 0.01%
1,367
-981
317
$393K 0.01%
6,390
318
$393K 0.01%
10,182
319
$391K 0.01%
4,410
320
$388K 0.01%
203
321
$386K 0.01%
6,935
+1,353
322
$383K 0.01%
3,670
323
$383K 0.01%
5,009
+446
324
$381K 0.01%
20,000
325
$378K 0.01%
4,360
11 12
13
14 15