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
51
$15.5M 0.35%
68,667
-658
52
$14.3M 0.32%
67,871
-1,359
53
$13.9M 0.31%
42,216
+19
54
$13M 0.29%
97,067
-1,802
55
$12.6M 0.28%
81,499
-14,460
56
$12.3M 0.28%
97,094
+144
57
$12.2M 0.27%
217,395
-17,674
58
$11.6M 0.26%
265,419
-3,200
59
$11.4M 0.26%
285,773
-10,244
60
$9.99M 0.23%
50,612
-439
61
$9.73M 0.22%
112,953
+1,905
62
$8.61M 0.19%
25,336
-467
63
$8.24M 0.19%
43,853
-501
64
$8.12M 0.18%
20,208
-75
65
$8.07M 0.18%
45,441
-766
66
$7.74M 0.17%
88,668
+608
67
$7.68M 0.17%
28,959
68
$7.6M 0.17%
173,375
-1,585
69
$7.58M 0.17%
62,611
-1,667
70
$7.17M 0.16%
43,506
+96
71
$6.94M 0.16%
35,645
-27
72
$6.91M 0.16%
17
73
$6.86M 0.15%
29,946
+857
74
$6.77M 0.15%
45,603
-189,487
75
$6.74M 0.15%
185,374
+27,145
1 2
3
4 5