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
$4.43B
AUM Growth
-$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$4.84M
3
+$2.75M
4
NVDA icon
NVIDIA
NVDA
+$2.58M
5
AMZN icon
Amazon
AMZN
+$1.47M

Top Sells

1
+$28.1M
2
+$11.5M
3
+$7.83M
4
AAPL icon
Apple
AAPL
+$3.17M
5
ROP icon
Roper Technologies
ROP
+$3.12M

Sector Composition

1 Technology 23.45%
2 Financials 16.15%
3 Consumer Discretionary 15.5%
4 Healthcare 12.69%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$274K 0.01%
+3,430
327
$270K 0.01%
2,728
328
$267K 0.01%
5,630
329
$265K 0.01%
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330
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331
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332
$262K 0.01%
3,226
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333
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200
334
$260K 0.01%
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335
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336
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5,246
337
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338
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339
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340
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341
$250K 0.01%
8,647
342
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343
$248K 0.01%
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344
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345
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346
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347
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804
348
$242K 0.01%
5,111
349
$239K 0.01%
3,910
350
$234K 0.01%
931
+70
12 13
14
15 16