EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
251
$635K 0.01%
19,365
252
$630K 0.01%
21,921
+275
253
$626K 0.01%
41,841
254
$623K 0.01%
+15,483
255
$600K 0.01%
5,154
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256
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6,335
-1,212
257
$595K 0.01%
2,150
-100
258
$590K 0.01%
5,597
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259
$560K 0.01%
9,146
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260
$547K 0.01%
25,330
261
$528K 0.01%
3,894
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262
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40,000
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263
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5,488
-1,946
264
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4,700
265
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1,078
-10
266
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267
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3,783
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269
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270
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271
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12,891
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272
$475K 0.01%
12,304
273
$475K 0.01%
+4,526
274
$466K 0.01%
2,688
-50
275
$462K 0.01%
14,919
+876
9 10
11
12 13