EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.36B
1-Year Est. Return
20.35%
This Fund
S&P 500
1 Year Est. Return
+20.35%
AUM
$6.36B
AUM Growth
-$464M
(-6.8%)
Holding
439
Top Buys
| 1 | +$75.7M | |
| 2 | +$16.9M | |
| 3 | +$15.5M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$10.5M |
| 5 |
Progressive
PGR
|
+$8.28M |
Top Sells
| 1 | +$56.4M | |
| 2 | +$26.6M | |
| 3 | +$20.6M | |
| 4 |
Apple
AAPL
|
+$18.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
WisdomTree India Earnings Fund ETF
EPI
$2.16B
| – | – |
-4,475
|
|
||
427
Equity Residential
EQR
$24.8B
| – | – |
-3,421
|
|
||
428
First Solar
FSLR
$27.7B
| – | – |
-783
|
|
||
|
HYAC
429
DELISTED
Haymaker Acquisition Corp 4
HYAC
| – | – |
-16,763
|
|
||
430
Samsara
IOT
$18.2B
| – | – |
-25,215
|
|
||
431
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.4B
| – | – |
-5,000
|
|
||
432
MetLife
MET
$54.1B
| – | – |
-2,570
|
|
||
433
Riot Platforms
RIOT
$9.26B
| – | – |
-20,000
|
|
||
434
Roivant Sciences
ROIV
$21.5B
| – | – |
-10,000
|
|
||
435
AT&T
T
$176B
| – | – |
-8,710
|
|
||
436
Xylem
XYL
$26.2B
| – | – |
-1,639
|
|
||
|
EXE
437
Expand Energy Corp
EXE
$23.4B
| – | – |
-5,028
|
|
||
|
CGCT
438
Cartesian Growth Corp III
CGCT
$340M
| – | – |
-10,100
|
|
||
|
ALISU
439
Calisa Acquisition Corp Units
ALISU
| – | – |
-16,590
|
|