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
101
$3.8M 0.08%
80,409
+129
102
$3.78M 0.08%
143,052
-7,281
103
$3.76M 0.08%
34,156
+119
104
$3.72M 0.08%
28,062
-11,261
105
$3.69M 0.08%
21,155
-52
106
$3.68M 0.08%
112,053
+60,000
107
$3.68M 0.08%
93,377
-2,293
108
$3.63M 0.08%
29,475
+516
109
$3.59M 0.08%
35,512
-525
110
$3.58M 0.08%
52,540
111
$3.5M 0.07%
57,600
-87
112
$3.44M 0.07%
18,010
+267
113
$3.44M 0.07%
27,671
-6,160
114
$3.43M 0.07%
100,350
-15
115
$3.4M 0.07%
175,000
116
$3.39M 0.07%
16,635
+313
117
$3.38M 0.07%
23,286
-308
118
$3.25M 0.07%
45,166
-40
119
$3.23M 0.07%
22,170
-271
120
$2.98M 0.06%
29,674
-3,354
121
$2.87M 0.06%
75,408
-1,372
122
$2.85M 0.06%
27,688
-956
123
$2.83M 0.06%
35,951
-116
124
$2.81M 0.06%
47,841
125
$2.8M 0.06%
49,740
-3,225
3 4
5
6 7