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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
76
$9.35M 0.14%
15,684
-150
77
$9.12M 0.13%
137,579
-6,097
78
$9.05M 0.13%
12
+1
79
$8.72M 0.13%
36,026
-423
80
$8.61M 0.13%
46,844
-1,325
81
$8.23M 0.12%
32,755
-240
82
$8.21M 0.12%
79,681
-716
83
$7.94M 0.12%
94,545
-1,413
84
$7.83M 0.11%
36,040
-500
85
$7.61M 0.11%
61,473
-272
86
$7.5M 0.11%
36,268
-5
87
$7.06M 0.1%
130,389
+35,987
88
$6.77M 0.1%
216,493
89
$6.64M 0.1%
55,010
90
$6.6M 0.1%
132,053
91
$6.51M 0.1%
46,795
-12,652
92
$6.44M 0.09%
80,747
+42,808
93
$6.11M 0.09%
24,013
-528
94
$6.1M 0.09%
10,159
-78
95
$6.08M 0.09%
33,351
96
$6.02M 0.09%
25,396
-586
97
$5.99M 0.09%
18,244
98
$5.8M 0.09%
21,179
99
$5.73M 0.08%
15,680
+128
100
$5.6M 0.08%
21,458
-173
2 3
4
5 6