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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
351
$293K ﹤0.01%
4,000
352
$293K ﹤0.01%
2,626
+110
353
$288K ﹤0.01%
+7,000
354
$288K ﹤0.01%
5,000
355
$286K ﹤0.01%
+2,579
356
$285K ﹤0.01%
687
357
$281K ﹤0.01%
2,107
-106
358
$281K ﹤0.01%
+653
359
$280K ﹤0.01%
3,491
360
$274K ﹤0.01%
+600
361
$272K ﹤0.01%
2,924
362
$272K ﹤0.01%
2,864
363
$266K ﹤0.01%
6,186
364
$264K ﹤0.01%
3,902
+156
365
$263K ﹤0.01%
5,969
366
$254K ﹤0.01%
2,000
367
$253K ﹤0.01%
2,101
-415
368
$245K ﹤0.01%
4,830
369
$242K ﹤0.01%
1,639
370
$240K ﹤0.01%
1,230
-26
371
$238K ﹤0.01%
3,972
372
$234K ﹤0.01%
+3,465
373
$233K ﹤0.01%
735
-131
374
$233K ﹤0.01%
2,744
-144
375
$230K ﹤0.01%
700
13 14
15
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