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
26
$73.8M 1.55%
219,185
+3,979
27
$72M 1.51%
904,814
+5,128
28
$70M 1.47%
684,467
+5,065
29
$70M 1.47%
1,078,250
+16,990
30
$65.9M 1.38%
563,514
-3,657
31
$65.7M 1.38%
1,059,755
+100,499
32
$59.1M 1.24%
129,369
+729
33
$53.7M 1.13%
140,404
+15,712
34
$53.3M 1.12%
411,531
+92,742
35
$52M 1.09%
1,466,275
+35,844
36
$48.3M 1.01%
602,621
-11,172
37
$41.5M 0.87%
171,751
+219
38
$40.5M 0.85%
2,769,090
+224,040
39
$40.2M 0.84%
227,569
+2,893
40
$36M 0.75%
690,700
-190,023
41
$34.7M 0.73%
80,370
-5,366
42
$32.8M 0.69%
85,302
+2,435
43
$27.4M 0.57%
115,371
-3,785
44
$24.3M 0.51%
134,702
-1,406
45
$24M 0.5%
694,612
+2,885
46
$22.7M 0.48%
126,387
+4,129
47
$22.2M 0.47%
220,613
-16,328
48
$20.4M 0.43%
244,776
+610
49
$18.1M 0.38%
49,449
-121
50
$16.1M 0.34%
67,246
-1,421
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