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
76
$6.66M 0.15%
41,241
+51
77
$6.24M 0.14%
30,825
+160
78
$6M 0.14%
76,454
-1,815
79
$5.93M 0.13%
72,502
-780
80
$5.69M 0.13%
101,586
-476
81
$5.66M 0.13%
39,323
-156
82
$5.36M 0.12%
29,658
-515
83
$5.16M 0.12%
30,207
-254
84
$5.08M 0.11%
168,374
-14,129
85
$5.05M 0.11%
71,100
+467
86
$5.04M 0.11%
82,528
-541
87
$4.87M 0.11%
21,585
+80
88
$4.67M 0.11%
8,903
-1,100
89
$4.45M 0.1%
39,724
-250
90
$4.24M 0.1%
116,301
-13,569
91
$4.13M 0.09%
57,832
-970
92
$4.12M 0.09%
45,147
+6,123
93
$4.11M 0.09%
43,044
-1
94
$4.06M 0.09%
48,717
95
$4.04M 0.09%
3,729
-31
96
$4.02M 0.09%
33,831
-156
97
$4M 0.09%
47,473
-260
98
$3.87M 0.09%
150,333
-130
99
$3.85M 0.09%
34,037
+50
100
$3.63M 0.08%
95,670
-4,863
2 3
4
5 6