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
$6.81B
AUM Growth
+$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1 +$54.1M
2 +$14.8M
3 +$13.9M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$11M

Top Sells

1 +$75.6M
2 +$56.7M
3 +$52.6M
4
NVDA icon
NVIDIA
NVDA
+$13.9M
5
FISV
Fiserv Inc
FISV
+$11.7M

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
D icon
401
Dominion Energy
D
$52.2B
$201K ﹤0.01%
+3,294
NUE icon
402
Nucor
NUE
$39.9B
$201K ﹤0.01%
+1,486
SCHA icon
403
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$201K ﹤0.01%
+7,194
HYAC icon
404
Haymaker Acquisition Corp 4
HYAC
$333M
$190K ﹤0.01%
16,763
-1,017
LAB icon
405
Standard BioTools
LAB
$600M
$163K ﹤0.01%
125,000
LEGT
406
Legato Merger Corp III
LEGT
$280M
$154K ﹤0.01%
14,300
ROIV icon
407
Roivant Sciences
ROIV
$16.1B
$151K ﹤0.01%
10,000
NETD
408
DELISTED
Nabors Energy Transition Corp II
NETD
$130K ﹤0.01%
11,596
-2,097
BRBS icon
409
Blue Ridge Bankshares
BRBS
$394M
$84.6K ﹤0.01%
20,000
AUR icon
410
Aurora
AUR
$9.04B
$64.7K ﹤0.01%
+12,000
PLUG icon
411
Plug Power
PLUG
$3.28B
$46.6K ﹤0.01%
20,000
MGNX icon
412
MacroGenics
MGNX
$109M
$29.5K ﹤0.01%
17,543
CHGG icon
413
Chegg
CHGG
$93.4M
$20.7K ﹤0.01%
13,688
ETHM
414
Dynamix Corp
ETHM
$229M
-10,270
ANSS
415
DELISTED
Ansys
ANSS
-215,284
BALL icon
416
Ball Corp
BALL
$15B
-6,183
BAX icon
417
Baxter International
BAX
$10.3B
-6,711
CE icon
418
Celanese
CE
$5.14B
-4,300
ELV icon
419
Elevance Health
ELV
$83.3B
-596
EMN icon
420
Eastman Chemical
EMN
$7.83B
-3,385
EPI icon
421
WisdomTree India Earnings Fund ETF
EPI
$2.7B
-4,475
NVR icon
422
NVR
NVR
$20.7B
-29
OKE icon
423
Oneok
OKE
$46.8B
-2,739
ROOT icon
424
Root
ROOT
$1.09B
-2,145
SNOW icon
425
Snowflake
SNOW
$72B
-1,326