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
SXT icon
326
Sensient Technologies
SXT
$4.01B
$375K 0.01%
4,000
ACHR icon
327
Archer Aviation
ACHR
$5.79B
$371K 0.01%
38,750
GIS icon
328
General Mills
GIS
$24.6B
$370K 0.01%
7,338
-563
VXF icon
329
Vanguard Extended Market ETF
VXF
$24.8B
$367K 0.01%
1,755
VBR icon
330
Vanguard Small-Cap Value ETF
VBR
$31.9B
$357K 0.01%
1,712
EXPE icon
331
Expedia Group
EXPE
$32B
$354K 0.01%
1,655
-552
NVT icon
332
nVent Electric
NVT
$16.8B
$349K 0.01%
+3,542
CEG icon
333
Constellation Energy
CEG
$113B
$349K 0.01%
1,061
-18
DGX icon
334
Quest Diagnostics
DGX
$20.4B
$340K 0.01%
1,786
-19
SPOT icon
335
Spotify
SPOT
$116B
$339K 0.01%
486
BAM icon
336
Brookfield Asset Management
BAM
$84.8B
$339K 0.01%
5,946
KKR icon
337
KKR & Co
KKR
$112B
$338K 0.01%
2,602
WTM icon
338
White Mountains Insurance
WTM
$5.17B
$334K ﹤0.01%
200
WBS icon
339
Webster Financial
WBS
$9.97B
$330K ﹤0.01%
5,544
-574
ZBH icon
340
Zimmer Biomet
ZBH
$18.6B
$329K ﹤0.01%
3,342
GTLS icon
341
Chart Industries
GTLS
$9.21B
$320K ﹤0.01%
1,599
VYM icon
342
Vanguard High Dividend Yield ETF
VYM
$67.8B
$313K ﹤0.01%
2,223
VGIT icon
343
Vanguard Intermediate-Term Treasury ETF
VGIT
$34.8B
$312K ﹤0.01%
5,197
VMC icon
344
Vulcan Materials
VMC
$38.7B
$308K ﹤0.01%
1,000
-28
AGZ icon
345
iShares Agency Bond ETF
AGZ
$574M
$305K ﹤0.01%
2,765
-120
BBCA icon
346
JPMorgan BetaBuilders Canada ETF
BBCA
$9.16B
$304K ﹤0.01%
3,487
STZ icon
347
Constellation Brands
STZ
$24.3B
$303K ﹤0.01%
2,250
-6,587
FEZ icon
348
SPDR Euro Stoxx 50 ETF
FEZ
$4.8B
$302K ﹤0.01%
4,854
KVUE icon
349
Kenvue
KVUE
$32.2B
$300K ﹤0.01%
18,504
BIIB icon
350
Biogen
BIIB
$26.7B
$300K ﹤0.01%
2,142
12 13
14
15 16