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
301
$370K 0.01%
1,526
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302
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1,088
303
$364K 0.01%
11,187
304
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307
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308
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309
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312
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313
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315
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316
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317
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8,115
320
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4,000
324
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4,270
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325
$291K 0.01%
2,728
11 12
13
14 15