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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
51
$20.7M 0.3%
41,427
-573
52
$19.8M 0.29%
85,370
-736
53
$19.2M 0.28%
251,757
+143,322
54
$17.3M 0.25%
61,618
-94
55
$16.6M 0.24%
58,791
-619
56
$16.3M 0.24%
174,207
-3,640
57
$16.2M 0.24%
169,728
-3,675
58
$16.2M 0.24%
55,078
-882
59
$13.8M 0.2%
103,216
-19,483
60
$13.6M 0.2%
97,140
-3,670
61
$13.5M 0.2%
30,286
+341
62
$12.7M 0.19%
167,619
+3,958
63
$12.6M 0.18%
210,085
+3,558
64
$12.4M 0.18%
40,724
-1,884
65
$12.2M 0.18%
178,648
+2,761
66
$12.1M 0.18%
35,375
-141
67
$11.9M 0.17%
32,129
-72
68
$11.4M 0.17%
67,878
+236
69
$11M 0.16%
14,199
-1,923
70
$10.9M 0.16%
32,945
-293
71
$10.6M 0.16%
69,022
-2,977
72
$10.6M 0.16%
55,790
-3,527
73
$10.4M 0.15%
158,814
74
$9.8M 0.14%
69,504
-8,940
75
$9.43M 0.14%
83,648
-981
1 2
3
4 5