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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
376
$229K ﹤0.01%
+2,055
377
$227K ﹤0.01%
+2,830
378
$227K ﹤0.01%
6,896
379
$226K ﹤0.01%
1,763
380
$226K ﹤0.01%
3,403
381
$226K ﹤0.01%
3,399
-50
382
$225K ﹤0.01%
784
383
$224K ﹤0.01%
8,523
384
$223K ﹤0.01%
8,647
385
$220K ﹤0.01%
+3,406
386
$220K ﹤0.01%
2,063
-2,234
387
$220K ﹤0.01%
3,257
-175
388
$217K ﹤0.01%
7,335
389
$215K ﹤0.01%
1,048
390
$212K ﹤0.01%
13,200
391
$212K ﹤0.01%
2,570
392
$210K ﹤0.01%
1,760
393
$210K ﹤0.01%
5,100
394
$210K ﹤0.01%
3,401
-700
395
$207K ﹤0.01%
2,658
-66
396
$206K ﹤0.01%
+3,313
397
$205K ﹤0.01%
5,060
398
$205K ﹤0.01%
+788
399
$203K ﹤0.01%
+1,286
400
$202K ﹤0.01%
+1,500
14 15
16
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