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
101
$3.52M 0.08%
28,236
-3,716
102
$3.47M 0.08%
80,280
+351
103
$3.47M 0.08%
21,207
104
$3.31M 0.07%
19,812
+100
105
$3.27M 0.07%
57,687
106
$3.24M 0.07%
22,441
+280
107
$3.23M 0.07%
44,090
+89
108
$3.22M 0.07%
47,841
109
$3.18M 0.07%
17,743
+6
110
$3.18M 0.07%
133,678
-12,120
111
$3.15M 0.07%
38,403
-11,520
112
$3.11M 0.07%
16,860
113
$3.07M 0.07%
16,322
-105
114
$3.05M 0.07%
33,028
-1,608
115
$3.05M 0.07%
100,365
-2,226
116
$3.03M 0.07%
23,594
-50
117
$3.03M 0.07%
52,540
118
$2.99M 0.07%
36,037
-4,987
119
$2.94M 0.07%
19,790
+427
120
$2.89M 0.07%
175,000
-10,000
121
$2.87M 0.06%
9,234
-1,571
122
$2.76M 0.06%
34,182
+735
123
$2.7M 0.06%
23,212
-20
124
$2.69M 0.06%
46,550
-873
125
$2.66M 0.06%
28,644
-700
3 4
5
6 7