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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
126
$3.21M 0.05%
5,024
-420
127
$3.16M 0.05%
10,490
-143
128
$3.13M 0.05%
44,944
-472
129
$3.04M 0.04%
18,273
130
$2.99M 0.04%
24,197
-613
131
$2.97M 0.04%
26,556
-50
132
$2.96M 0.04%
33,790
-158
133
$2.96M 0.04%
30,614
-1,581
134
$2.95M 0.04%
17,481
135
$2.94M 0.04%
10,547
+383
136
$2.75M 0.04%
46,771
137
$2.69M 0.04%
2,194
138
$2.67M 0.04%
22,596
-145
139
$2.66M 0.04%
22,200
-200
140
$2.65M 0.04%
12,293
-94
141
$2.65M 0.04%
51,314
+2,290
142
$2.62M 0.04%
102,699
-16,403
143
$2.55M 0.04%
16,527
+25
144
$2.53M 0.04%
11,742
+1,900
145
$2.46M 0.04%
25,794
-1,285
146
$2.37M 0.03%
25,400
147
$2.37M 0.03%
25,985
-175
148
$2.34M 0.03%
11,514
-469
149
$2.33M 0.03%
25,441
-1,672
150
$2.29M 0.03%
4,595
-63
4 5
6
7 8