EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$13.5M
2
+$12.3M
3
+$6.13M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.04M
5
NVDA icon
NVIDIA
NVDA
+$3.29M

Top Sells

1
+$35.5M
2
+$9.63M
3
+$6.55M
4
AAPL icon
Apple
AAPL
+$4.39M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.69M

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
401
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-17,763
402
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-3,910
403
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-2,500
404
– –
-3,147
405
– –
-14,602
406
– –
-6,984
407
– –
-1,337
408
– –
-23,616
409
– –
-555
410
– –
-35,000
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