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
$6.36B
AUM Growth
-$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$75.7M
2
+$16.9M
3
+$15.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
PGR icon
Progressive
PGR
+$8.28M

Top Sells

1
+$56.4M
2
+$26.6M
3
+$20.6M
4
AAPL icon
Apple
AAPL
+$18.8M
5
JPM icon
JPMorgan Chase
JPM
+$16.6M

Sector Composition

1 Technology 21.23%
2 Financials 19.58%
3 Consumer Discretionary 14.7%
4 Communication Services 8.59%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HALO icon
351
Halozyme
HALO
$8.1B
$259K ﹤0.01%
4,000
GTLS icon
352
Chart Industries
GTLS
$9.95B
$258K ﹤0.01%
1,250
-85
SNPS icon
353
Synopsys
SNPS
$101B
$256K ﹤0.01%
646
DD icon
354
DuPont de Nemours
DD
$19.7B
$255K ﹤0.01%
5,571
-2,777
COIN icon
355
Coinbase
COIN
$48.7B
$254K ﹤0.01%
1,452
+175
VTIP icon
356
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.9B
$253K ﹤0.01%
5,071
AZN icon
357
AstraZeneca
AZN
$290B
$252K ﹤0.01%
+1,278
FXI icon
358
iShares China Large-Cap ETF
FXI
$5.84B
$251K ﹤0.01%
7,000
HSIC icon
359
Henry Schein
HSIC
$8.45B
$251K ﹤0.01%
3,399
EWJ icon
360
iShares MSCI Japan ETF
EWJ
$21.2B
$239K ﹤0.01%
2,830
KKR icon
361
KKR & Co
KKR
$84.4B
$239K ﹤0.01%
2,582
-20
KVUE icon
362
Kenvue
KVUE
$33.7B
$239K ﹤0.01%
13,846
SOLS
363
Solstice Advanced Materials
SOLS
$13B
$238K ﹤0.01%
+3,130
COLB icon
364
Columbia Banking Systems
COLB
$8.61B
$237K ﹤0.01%
8,647
KR icon
365
Kroger
KR
$41.5B
$236K ﹤0.01%
3,257
NUE icon
366
Nucor
NUE
$52.8B
$234K ﹤0.01%
1,386
-100
FRMI
367
Fermi Inc
FRMI
$3.81B
$234K ﹤0.01%
40,000
+25,000
CSL icon
368
Carlisle Companies
CSL
$13.5B
$234K ﹤0.01%
700
GGG icon
369
Graco
GGG
$12.6B
$232K ﹤0.01%
2,736
TDWD
370
Tailwind 2.0 Acquisition Corp
TDWD
$230K ﹤0.01%
+23,200
ACU icon
371
Acme United Corp
ACU
$161M
$229K ﹤0.01%
5,100
BAM icon
372
Brookfield Asset Management
BAM
$76.5B
$228K ﹤0.01%
5,136
SCHM icon
373
Schwab US Mid-Cap ETF
SCHM
$14.6B
$227K ﹤0.01%
7,317
PNR icon
374
Pentair
PNR
$12.1B
$224K ﹤0.01%
2,577
-2
WSM icon
375
Williams-Sonoma
WSM
$22.7B
$224K ﹤0.01%
1,230
13 14
15
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