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
351
$247K 0.01%
10,182
352
$246K 0.01%
2,811
+79
353
$245K 0.01%
+3,389
354
$244K 0.01%
3,265
-824
355
$243K 0.01%
1,990
356
$242K 0.01%
146,676
357
$239K 0.01%
971
-529
358
$237K 0.01%
3,522
359
$237K 0.01%
3,598
360
$236K ﹤0.01%
+4,143
361
$235K ﹤0.01%
+2,832
362
$233K ﹤0.01%
1,104
363
$231K ﹤0.01%
+1,287
364
$230K ﹤0.01%
3,277
-550
365
$228K ﹤0.01%
+861
366
$225K ﹤0.01%
+3,750
367
$224K ﹤0.01%
+1,267
368
$223K ﹤0.01%
1,665
-344
369
$223K ﹤0.01%
+4,613
370
$221K ﹤0.01%
+6,536
371
$221K ﹤0.01%
2,860
+48
372
$220K ﹤0.01%
+888
373
$220K ﹤0.01%
+167
374
$220K ﹤0.01%
3,418
-1,339
375
$220K ﹤0.01%
9,050
13 14
15
16 17