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
WLY icon
376
John Wiley & Sons Class A
WLY
$2.02B
$226K ﹤0.01%
5,060
OKE icon
377
Oneok
OKE
$47.2B
$224K ﹤0.01%
2,739
NVR icon
378
NVR
NVR
$21B
$214K ﹤0.01%
29
EW icon
379
Edwards Lifesciences
EW
$49B
$213K ﹤0.01%
+2,724
EPI icon
380
WisdomTree India Earnings Fund ETF
EPI
$2.78B
$212K ﹤0.01%
+4,475
XYL icon
381
Xylem
XYL
$34.3B
$212K ﹤0.01%
1,639
-261
ACU icon
382
Acme United Corp
ACU
$144M
$211K ﹤0.01%
5,100
BBJP icon
383
JPMorgan BetaBuilders Japan ETF
BBJP
$14.7B
$210K ﹤0.01%
+3,403
IEI icon
384
iShares 3-7 Year Treasury Bond ETF
IEI
$17.6B
$210K ﹤0.01%
1,760
SCHX icon
385
Schwab US Large- Cap ETF
SCHX
$63B
$208K ﹤0.01%
+8,523
HALO icon
386
Halozyme
HALO
$7.71B
$208K ﹤0.01%
4,000
A icon
387
Agilent Technologies
A
$42.7B
$208K ﹤0.01%
1,763
MET icon
388
MetLife
MET
$50.9B
$207K ﹤0.01%
2,570
LH icon
389
Labcorp
LH
$22.1B
$206K ﹤0.01%
784
-100
SCHM icon
390
Schwab US Mid-Cap ETF
SCHM
$12.2B
$206K ﹤0.01%
+7,335
WSM icon
391
Williams-Sonoma
WSM
$21.5B
$205K ﹤0.01%
+1,256
BAX icon
392
Baxter International
BAX
$9.79B
$203K ﹤0.01%
6,711
AGG icon
393
iShares Core US Aggregate Bond ETF
AGG
$135B
$203K ﹤0.01%
2,045
COLB icon
394
Columbia Banking Systems
COLB
$8.42B
$202K ﹤0.01%
8,647
HYAC icon
395
Haymaker Acquisition Corp 4
HYAC
$330M
$197K ﹤0.01%
17,780
LEGT
396
Legato Merger Corp III
LEGT
$278M
$153K ﹤0.01%
14,300
NETD
397
DELISTED
Nabors Energy Transition Corp II
NETD
$152K ﹤0.01%
13,693
-9,787
LAB icon
398
Standard BioTools
LAB
$554M
$150K ﹤0.01%
125,000
SOUN icon
399
SoundHound AI
SOUN
$4.75B
$142K ﹤0.01%
13,200
WBA
400
DELISTED
Walgreens Boots Alliance
WBA
$119K ﹤0.01%
10,408
14 15
16
17 18