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
376
$218K ﹤0.01%
7,200
377
$218K ﹤0.01%
+7,618
378
$218K ﹤0.01%
5,000
379
$217K ﹤0.01%
+3,450
380
$214K ﹤0.01%
6,897
381
$214K ﹤0.01%
+899
382
$213K ﹤0.01%
992
-59
383
$212K ﹤0.01%
+3,306
384
$204K ﹤0.01%
+821
385
$201K ﹤0.01%
+565
386
$179K ﹤0.01%
12,661
+1,493
387
$174K ﹤0.01%
27,330
-16,797
388
$118K ﹤0.01%
17,543
389
$88.8K ﹤0.01%
60,000
390
$79.4K ﹤0.01%
143,138
391
$66.1K ﹤0.01%
18,272
392
$50K ﹤0.01%
10,849
393
$39.1K ﹤0.01%
+578
394
$21.8K ﹤0.01%
268
395
$4.41K ﹤0.01%
678
396
$2.25K ﹤0.01%
10,000
397
– –
-3,749
398
– –
-7,414
399
– –
-2,410
400
– –
-17,763
13 14 15
16
17