EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.82B
1-Year Est. Return
20.79%
This Fund
S&P 500
1 Year Est. Return
+20.79%
AUM
$6.81B
AUM Growth
+$383M
(+6%)
Holding
427
Top Buys
| 1 | +$55.5M | |
| 2 | +$16.1M | |
| 3 | +$13.8M | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$13.5M |
| 5 |
Progressive
PGR
|
+$10.5M |
Top Sells
| 1 | +$75.6M | |
| 2 | +$55.6M | |
| 3 | +$49.7M | |
| 4 |
FISV
Fiserv Inc
FISV
|
+$13.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
ETHM
426
Dynamix Corp
ETHM
$230M
| – | – |
-10,270
|
|
||
427
Eastman Chemical
EMN
$8.46B
| – | – |
-3,385
|
|