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
LEGT
401
Legato Merger Corp III
LEGT
$250M
$157K ﹤0.01%
14,300
JOBY icon
402
Joby Aviation
JOBY
$10.7B
$149K ﹤0.01%
17,994
TWLVU
403
Twelve Seas Investment Company III Units
TWLVU
$136K ﹤0.01%
13,610
MKLY
404
McKinley Acquisition Corp
MKLY
$247M
$129K ﹤0.01%
12,910
MTAL.U
405
Metals Acquisition Corp II Units
MTAL.U
$127K ﹤0.01%
+12,630
LAB icon
406
Standard BioTools
LAB
$402M
$115K ﹤0.01%
125,000
INAC
407
Indigo Acquisition Corp
INAC
$151M
$109K ﹤0.01%
10,730
SOUN icon
408
SoundHound AI
SOUN
$3.54B
$90.7K ﹤0.01%
13,200
MGNX icon
409
MacroGenics
MGNX
$288M
$50.7K ﹤0.01%
17,543
AUR icon
410
Aurora
AUR
$13.9B
$49.4K ﹤0.01%
12,000
PLUG icon
411
Plug Power
PLUG
$5.27B
$45.2K ﹤0.01%
20,000
CHGG icon
412
Chegg
CHGG
$174M
$10.1K ﹤0.01%
13,688
ALISR
413
Calisa Acquisition Corp Right
ALISR
$9.12K ﹤0.01%
+16,590
TDWDR
414
Tailwind 2.0 Acquisition Corp Rights
TDWDR
$3.25K ﹤0.01%
+23,200
CAPNR
415
Cayson Acquisition Corp Right
CAPNR
$2.34K ﹤0.01%
13,000
IBACR
416
IB Acquisition Corp Right
IBACR
$2.15K ﹤0.01%
19,576
MKLYR
417
McKinley Acquisition Corp Rights
MKLYR
$1.55K ﹤0.01%
12,910
INACR
418
Indigo Acquisition Corp Right
INACR
$1.29K ﹤0.01%
10,730
A icon
419
Agilent Technologies
A
$32.5B
– –
-1,508
ALNY icon
420
Alnylam Pharmaceuticals
ALNY
$39.7B
– –
-600
BIP icon
421
Brookfield Infrastructure Partners
BIP
$18.2B
– –
-6,896
BRBS icon
422
Blue Ridge Bankshares
BRBS
$295M
– –
-20,000
BSX icon
423
Boston Scientific
BSX
$85.9B
– –
-3,210
BWA icon
424
BorgWarner
BWA
$13.5B
– –
-36,221
ELV icon
425
Elevance Health
ELV
$85.7B
– –
-579
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