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
26
$62M 1.4%
112,686
+1,864
27
$61.4M 1.38%
679,402
+13,719
28
$60.8M 1.37%
128,640
+1,225
29
$59.2M 1.34%
215,206
+1,719
30
$55.9M 1.26%
899,686
+8,816
31
$53M 1.2%
959,256
+23,721
32
$47.1M 1.06%
567,171
+3,850
33
$44.5M 1%
124,692
-3,135
34
$43.3M 0.98%
459,385
-12,359
35
$42.2M 0.95%
236,941
+27,150
36
$42.1M 0.95%
880,723
-241,299
37
$39.5M 0.89%
1,430,431
+1,722
38
$38.9M 0.88%
613,793
-25,363
39
$38M 0.86%
171,532
-1,766
40
$36.7M 0.83%
224,676
-667
41
$35.6M 0.8%
318,789
+302,817
42
$30.9M 0.7%
2,545,050
+212,690
43
$30.8M 0.7%
85,736
-8,670
44
$29.7M 0.67%
82,867
+3,077
45
$24.4M 0.55%
119,156
-1,985
46
$22.2M 0.5%
136,108
-178
47
$21.8M 0.49%
691,727
-1,250
48
$17.6M 0.4%
122,258
+4,314
49
$17.5M 0.4%
244,166
-11,684
50
$16M 0.36%
49,570
-75
1
2
3 4 5