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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
326
$375K 0.01%
4,000
327
$371K 0.01%
38,750
328
$370K 0.01%
7,338
-563
329
$367K 0.01%
1,755
330
$357K 0.01%
1,712
331
$354K 0.01%
1,655
-552
332
$349K 0.01%
+3,542
333
$349K 0.01%
1,061
-18
334
$340K 0.01%
1,786
-19
335
$339K 0.01%
486
336
$339K 0.01%
5,946
337
$338K 0.01%
2,602
338
$334K ﹤0.01%
200
339
$330K ﹤0.01%
5,544
-574
340
$329K ﹤0.01%
3,342
341
$320K ﹤0.01%
1,599
342
$313K ﹤0.01%
2,223
343
$312K ﹤0.01%
5,197
344
$308K ﹤0.01%
1,000
-28
345
$305K ﹤0.01%
2,765
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346
$304K ﹤0.01%
3,487
347
$303K ﹤0.01%
2,250
-6,587
348
$302K ﹤0.01%
4,854
349
$300K ﹤0.01%
18,504
350
$300K ﹤0.01%
2,142
12 13
14
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