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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
26
$77.2M 1.13%
115,895
+369
27
$77M 1.13%
311,744
+42,636
28
$76.3M 1.12%
396,800
-8,752
29
$73M 1.07%
207,026
+1,929
30
$70.6M 1.04%
629,372
-9,883
31
$67.5M 0.99%
403,504
-28,641
32
$61.5M 0.9%
736,229
-57,995
33
$54.1M 0.79%
+23,137
34
$51.7M 0.76%
84,377
+16,066
35
$50.3M 0.74%
145,535
-164,282
36
$48.9M 0.72%
338,394
-16,488
37
$48.8M 0.72%
2,391,286
+724,913
38
$45.1M 0.66%
619,495
-16,460
39
$44.6M 0.65%
66,594
+165
40
$38.1M 0.56%
297,872
-1,041
41
$37.1M 0.54%
150,337
-213,209
42
$34.6M 0.51%
100,023
-1,814
43
$31.2M 0.46%
614,328
+272,477
44
$30.7M 0.45%
238,221
-91,120
45
$30.3M 0.45%
163,628
-2,349
46
$27.3M 0.4%
233,524
+624
47
$26.8M 0.39%
75,393
-480
48
$26.2M 0.38%
34,343
-1,604
49
$22.5M 0.33%
144,988
-19,266
50
$21.4M 0.31%
299,421
+195,404
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