EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.77B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$12M
3
+$6.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.01M
5
NVDA icon
NVIDIA
NVDA
+$3.27M

Top Sells

1
+$32.2M
2
+$9.89M
3
+$6.82M
4
AAPL icon
Apple
AAPL
+$4M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.81M

Sector Composition

1 Technology 22.65%
2 Financials 17.09%
3 Consumer Discretionary 15.77%
4 Healthcare 12.88%
5 Consumer Staples 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$833K 0.02%
10,097
-2,127
227
$820K 0.02%
10,565
228
$815K 0.02%
9,720
-82
229
$813K 0.02%
2,453
+101
230
$812K 0.02%
+17,397
231
$811K 0.02%
36,839
-271
232
$801K 0.02%
43,526
+1,716
233
$782K 0.02%
2,538
+2
234
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11,338
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235
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13,097
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236
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14,007
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237
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238
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239
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240
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22,201
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241
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242
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243
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244
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245
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246
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+13,075
247
$663K 0.01%
+10,775
248
$661K 0.01%
846
249
$652K 0.01%
1,998
+38
250
$648K 0.01%
1,664
+397
8 9
10
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