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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
401
$201K ﹤0.01%
+3,294
402
$201K ﹤0.01%
+1,486
403
$201K ﹤0.01%
+7,194
404
$190K ﹤0.01%
16,763
-1,017
405
$163K ﹤0.01%
125,000
406
$154K ﹤0.01%
14,300
407
$151K ﹤0.01%
10,000
408
$130K ﹤0.01%
11,596
-2,097
409
$84.6K ﹤0.01%
20,000
410
$64.7K ﹤0.01%
+12,000
411
$46.6K ﹤0.01%
20,000
412
$29.5K ﹤0.01%
17,543
413
$20.7K ﹤0.01%
13,688
414
– –
-596
415
– –
-4,475
416
– –
-29
417
– –
-215,284
418
– –
-6,183
419
– –
-6,711
420
– –
-4,300
421
– –
-3,385
422
– –
-2,739
423
– –
-2,145
424
– –
-1,326
425
– –
-3,593
14 15 16
17
18