We are live on ! Find out more
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
151
$2.23M 0.03%
2,946
-67
152
$2.13M 0.03%
25,226
-872
153
$2.13M 0.03%
+20,028
154
$2.12M 0.03%
3,446
-121
155
$2.09M 0.03%
26,147
+424
156
$2.06M 0.03%
14,488
157
$2.04M 0.03%
13,439
158
$1.97M 0.03%
5,920
-50
159
$1.96M 0.03%
8,922
+6,147
160
$1.96M 0.03%
12,620
-625
161
$1.94M 0.03%
29,841
+14,483
162
$1.85M 0.03%
12,631
+114
163
$1.83M 0.03%
13,512
164
$1.82M 0.03%
41,356
-4,670
165
$1.81M 0.03%
73,820
-7,790
166
$1.81M 0.03%
39,498
-750
167
$1.79M 0.03%
21,760
168
$1.78M 0.03%
22,771
169
$1.78M 0.03%
42,058
+5,000
170
$1.78M 0.03%
20,383
-1,382
171
$1.77M 0.03%
39,426
+120
172
$1.74M 0.03%
40,346
-1,100
173
$1.71M 0.03%
12,399
174
$1.68M 0.02%
4,865
175
$1.65M 0.02%
12,377
5 6
7
8 9