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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
1
$436M 6.4%
2,338,533
-74,655
2
$424M 6.23%
819,395
-16,648
3
$412M 6.05%
1,619,311
-26,219
4
$253M 3.71%
1,152,251
-11,285
5
$238M 3.49%
977,185
-6,431
6
$231M 3.38%
405,527
-6,891
7
$228M 3.34%
1,333,651
-24,617
8
$221M 3.25%
51,590
-1,312
9
$198M 2.9%
1,244,132
-17,810
10
$186M 2.74%
591,010
-9,098
11
$186M 2.73%
766,671
-15,023
12
$180M 2.65%
445,080
-5,662
13
$161M 2.37%
1,023,385
-15,118
14
$158M 2.32%
2,498,218
-35,011
15
$136M 1.99%
280,298
-3,904
16
$135M 1.98%
268,325
-3,342
17
$131M 1.93%
159,280
+610
18
$128M 1.87%
109,536
-594
19
$123M 1.81%
436,609
+1,160
20
$109M 1.6%
1,109,748
+34,937
21
$105M 1.55%
870,088
-3,868
22
$104M 1.53%
1,681,006
+2,536
23
$94.2M 1.38%
101,742
-2,139
24
$91.4M 1.34%
1,050,411
-21,956
25
$79.8M 1.17%
501,141
-333
1
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