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
$6.82B
AUM Growth
+$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$15.1M
3
+$11M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$8.39M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.16M

Top Sells

1
+$30.7M
2
+$13.7M
3
+$12.7M
4
AAPL icon
Apple
AAPL
+$11.5M
5
EOG icon
EOG Resources
EOG
+$8.28M

Sector Composition

1 Technology 24.44%
2 Financials 20.95%
3 Consumer Discretionary 14.29%
4 Communication Services 8.05%
5 Healthcare 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FIGX
401
FIGX Capital Acquisition Corp
FIGX
$160K ﹤0.01%
+15,940
LAB icon
402
Standard BioTools
LAB
$402M
$160K ﹤0.01%
125,000
MBVI
403
M3-Brigade Acquisition VI Corp
MBVI
$437M
$160K ﹤0.01%
+15,999
LEGT
404
Legato Merger Corp III
LEGT
$250M
$156K ﹤0.01%
14,300
SOC icon
405
Sable Offshore Corp
SOC
$2.28B
$142K ﹤0.01%
+15,750
TWLVU
406
Twelve Seas Investment Company III Units
TWLVU
$135K ﹤0.01%
+13,610
SOUN icon
407
SoundHound AI
SOUN
$3.54B
$132K ﹤0.01%
13,200
MKLY
408
McKinley Acquisition Corp
MKLY
$247M
$129K ﹤0.01%
+12,910
FRMI
409
Fermi Inc
FRMI
$3.81B
$120K ﹤0.01%
+15,000
INAC
410
Indigo Acquisition Corp
INAC
$151M
$108K ﹤0.01%
+10,730
CGCT
411
Cartesian Growth Corp III
CGCT
$340M
$104K ﹤0.01%
+10,100
BRBS icon
412
Blue Ridge Bankshares
BRBS
$295M
$85.4K ﹤0.01%
20,000
AUR icon
413
Aurora
AUR
$13.9B
$46.1K ﹤0.01%
12,000
PLUG icon
414
Plug Power
PLUG
$5.27B
$39.4K ﹤0.01%
20,000
MGNX icon
415
MacroGenics
MGNX
$288M
$28.2K ﹤0.01%
17,543
CHGG icon
416
Chegg
CHGG
$174M
$12.7K ﹤0.01%
13,688
CAPNR
417
Cayson Acquisition Corp Right
CAPNR
$2.96K ﹤0.01%
+13,000
MKLYR
418
McKinley Acquisition Corp Rights
MKLYR
$1.68K ﹤0.01%
+12,910
IBACR
419
IB Acquisition Corp Right
IBACR
$1.53K ﹤0.01%
+19,576
INACR
420
Indigo Acquisition Corp Right
INACR
$1.4K ﹤0.01%
+10,730
ADSK icon
421
Autodesk
ADSK
$50.9B
– –
-735
BBCA icon
422
JPMorgan BetaBuilders Canada ETF
BBCA
$10.7B
– –
-3,487
BBJP icon
423
JPMorgan BetaBuilders Japan ETF
BBJP
$17.1B
– –
-3,403
CTAS icon
424
Cintas
CTAS
$69.2B
– –
-1,048
CTVA icon
425
Corteva
CTVA
$53.2B
– –
-3,902
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