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
51
$15.4M 0.32%
95,141
-1,926
52
$15.2M 0.32%
43,246
+1,030
53
$15M 0.31%
98,984
+1,890
54
$14M 0.29%
+166,602
55
$13.8M 0.29%
81,385
-114
56
$13.3M 0.28%
202,559
-14,836
57
$13.3M 0.28%
62,045
-5,826
58
$13.2M 0.28%
258,517
-6,902
59
$12.7M 0.27%
266,698
-19,075
60
$12.5M 0.26%
113,069
+116
61
$10.9M 0.23%
51,602
+990
62
$9.99M 0.21%
90,576
+1,908
63
$9.72M 0.2%
46,764
+1,323
64
$9.7M 0.2%
71,416
+8,805
65
$9.18M 0.19%
20,738
+530
66
$8.5M 0.18%
42,677
-1,176
67
$8.49M 0.18%
22,642
-2,694
68
$8.33M 0.17%
172,110
-1,265
69
$7.7M 0.16%
44,314
+3,073
70
$7.68M 0.16%
88,357
-371,028
71
$7.54M 0.16%
30,853
+28
72
$7.42M 0.16%
73,501
+999
73
$7.28M 0.15%
41,773
-1,733
74
$7.1M 0.15%
30,181
+235
75
$7.05M 0.15%
34,058
-1,587
1 2
3
4 5