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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
101
$5.49M 0.08%
25,580
-2,750
102
$5.28M 0.08%
44,070
103
$5.07M 0.07%
17,962
-573
104
$4.91M 0.07%
23,992
-270
105
$4.9M 0.07%
61,272
-1,428
106
$4.87M 0.07%
20,602
-318
107
$4.7M 0.07%
14,141
+549
108
$4.64M 0.07%
9,733
+9
109
$4.63M 0.07%
6,299
-220
110
$4.54M 0.07%
42,120
-285
111
$4.38M 0.06%
38,285
+565
112
$4.38M 0.06%
22,069
-922
113
$4.36M 0.06%
14,162
-345
114
$4.36M 0.06%
36,665
+100
115
$4.19M 0.06%
25,852
+1,111
116
$4.16M 0.06%
5,226
+125
117
$4.05M 0.06%
30,905
-15
118
$3.98M 0.06%
54,256
-2,332
119
$3.98M 0.06%
39,734
+37,689
120
$3.94M 0.06%
33,450
-4,700
121
$3.89M 0.06%
72,121
-540
122
$3.66M 0.05%
18,454
-686
123
$3.44M 0.05%
16,665
-172
124
$3.22M 0.05%
38,475
+1,400
125
$3.21M 0.05%
53,790
+907
3 4
5
6 7