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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
176
$1.65M 0.02%
35,624
177
$1.65M 0.02%
26,412
-3,678
178
$1.64M 0.02%
7,204
-633
179
$1.64M 0.02%
12,034
-1,082
180
$1.63M 0.02%
8,132
181
$1.63M 0.02%
8,089
-6
182
$1.6M 0.02%
3,283
183
$1.6M 0.02%
6,132
184
$1.57M 0.02%
4,142
-110
185
$1.54M 0.02%
6,990
-50
186
$1.51M 0.02%
13,600
+3,725
187
$1.5M 0.02%
53,110
+20
188
$1.47M 0.02%
6,243
+120
189
$1.46M 0.02%
13,277
+9,973
190
$1.42M 0.02%
17,322
+74
191
$1.42M 0.02%
21,488
-850
192
$1.42M 0.02%
31,160
-3,860
193
$1.39M 0.02%
4,563
-250
194
$1.35M 0.02%
16,120
-6,185
195
$1.32M 0.02%
8,786
196
$1.29M 0.02%
28,872
+506
197
$1.27M 0.02%
5,189
-108
198
$1.26M 0.02%
6,304
199
$1.21M 0.02%
36,109
-11,041
200
$1.21M 0.02%
24,984
6 7
8
9 10