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
351
$231K 0.01%
5,000
352
$231K 0.01%
6,000
353
$231K 0.01%
8,115
354
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356
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357
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358
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359
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360
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361
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362
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363
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366
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367
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368
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369
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370
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60,000
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371
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14,602
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372
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18,272
373
$61K ﹤0.01%
17,543
374
$53K ﹤0.01%
10,849
375
$25K ﹤0.01%
268
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