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
BALL icon
326
Ball Corp
BALL
$13.1B
$347K 0.01%
6,183
-1,000
KKR icon
327
KKR & Co
KKR
$113B
$346K 0.01%
2,602
RKLB icon
328
Rocket Lab Corp
RKLB
$23.3B
$340K 0.01%
+9,495
VXF icon
329
Vanguard Extended Market ETF
VXF
$24.9B
$338K 0.01%
1,755
SNPS icon
330
Synopsys
SNPS
$87.4B
$336K 0.01%
655
IMXI icon
331
International Money Express
IMXI
$455M
$335K 0.01%
33,158
WBS icon
332
Webster Financial
WBS
$9.99B
$334K 0.01%
6,118
-1,828
VBR icon
333
Vanguard Small-Cap Value ETF
VBR
$32B
$334K 0.01%
1,712
BAM icon
334
Brookfield Asset Management
BAM
$84.9B
$329K 0.01%
5,946
-250
DGX icon
335
Quest Diagnostics
DGX
$20.4B
$324K 0.01%
1,805
AGZ icon
336
iShares Agency Bond ETF
AGZ
$574M
$316K ﹤0.01%
2,885
VGIT icon
337
Vanguard Intermediate-Term Treasury ETF
VGIT
$34.8B
$311K ﹤0.01%
5,197
ZBH icon
338
Zimmer Biomet
ZBH
$18.5B
$305K ﹤0.01%
3,342
SNOW icon
339
Snowflake
SNOW
$90.3B
$297K ﹤0.01%
+1,326
VYM icon
340
Vanguard High Dividend Yield ETF
VYM
$68B
$296K ﹤0.01%
2,223
-1,758
FEZ icon
341
SPDR Euro Stoxx 50 ETF
FEZ
$4.82B
$290K ﹤0.01%
4,854
-376
TECH icon
342
Bio-Techne
TECH
$9.96B
$287K ﹤0.01%
5,582
+1,021
BBCA icon
343
JPMorgan BetaBuilders Canada ETF
BBCA
$9.15B
$281K ﹤0.01%
3,487
HIG icon
344
Hartford Financial Services
HIG
$37B
$281K ﹤0.01%
2,213
CTVA icon
345
Corteva
CTVA
$44.4B
$279K ﹤0.01%
3,746
LQD icon
346
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.2B
$276K ﹤0.01%
2,516
VONG icon
347
Vanguard Russell 1000 Growth ETF
VONG
$33.7B
$275K ﹤0.01%
2,516
ROOT icon
348
Root
ROOT
$1.2B
$274K ﹤0.01%
2,145
-948
JEPQ icon
349
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.8B
$272K ﹤0.01%
+5,000
BIIB icon
350
Biogen
BIIB
$26.7B
$269K ﹤0.01%
2,142
12 13
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