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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
201
$1.2M 0.02%
23,819
-270
202
$1.18M 0.02%
37,120
203
$1.18M 0.02%
3,153
-94
204
$1.17M 0.02%
6,989
-344
205
$1.17M 0.02%
37,103
+1,154
206
$1.16M 0.02%
17,782
207
$1.15M 0.02%
2,326
+1,671
208
$1.15M 0.02%
9,033
+25
209
$1.14M 0.02%
3,684
-1,062
210
$1.14M 0.02%
14,128
+4,061
211
$1.13M 0.02%
6,997
-177
212
$1.12M 0.02%
11,876
-250
213
$1.11M 0.02%
5,190
+3,275
214
$1.11M 0.02%
3,262
215
$1.11M 0.02%
25,270
-907
216
$1.1M 0.02%
5,995
217
$1.09M 0.02%
1,386
-27
218
$1.07M 0.02%
11,912
+3
219
$1.05M 0.02%
7,203
220
$1.04M 0.02%
8,335
-1,000
221
$1M 0.01%
6,991
222
$999K 0.01%
+25,000
223
$996K 0.01%
18,659
-1,002
224
$983K 0.01%
4,550
-125
225
$955K 0.01%
21,174
+3
7 8
9
10 11