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
76
$6.74M 0.14%
69,228
+30,825
77
$6.68M 0.14%
79,912
+3,458
78
$6.67M 0.14%
159,009
-26,365
79
$6.64M 0.14%
200,455
+32,081
80
$6.55M 0.14%
80,164
-2,364
81
$6.49M 0.14%
102,100
+514
82
$6.31M 0.13%
28,628
-1,030
83
$5.8M 0.12%
22,090
+505
84
$5.61M 0.12%
30,541
+334
85
$5.44M 0.11%
3,761
+32
86
$5.39M 0.11%
74,939
+3,839
87
$5.16M 0.11%
11
-6
88
$5.12M 0.11%
102,046
+45,025
89
$5.01M 0.11%
39,724
90
$4.8M 0.1%
48,373
+900
91
$4.75M 0.1%
48,717
92
$4.66M 0.1%
7,407
-1,496
93
$4.6M 0.1%
57,051
-781
94
$4.43M 0.09%
183,559
+49,881
95
$4.25M 0.09%
44,263
+173
96
$4.25M 0.09%
19,826
+14
97
$4.24M 0.09%
40,656
-4,491
98
$3.99M 0.08%
42,808
-236
99
$3.94M 0.08%
100,978
-15,323
100
$3.84M 0.08%
28,287
+51
2 3
4
5 6