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
126
$2.57M 0.06%
76,780
127
$2.54M 0.06%
45,206
128
$2.53M 0.06%
36,067
+255
129
$2.53M 0.06%
57,021
-7,457
130
$2.5M 0.06%
75,831
+3,401
131
$2.48M 0.06%
52,965
+2,160
132
$2.46M 0.06%
8,127
-500
133
$2.41M 0.05%
43,500
134
$2.38M 0.05%
20,053
-62
135
$2.34M 0.05%
26,796
-1,368
136
$2.28M 0.05%
10,660
+501
137
$2.23M 0.05%
55,223
+452
138
$2.22M 0.05%
20,667
139
$2.16M 0.05%
14,586
+425
140
$2.09M 0.05%
23,319
141
$2.08M 0.05%
15,411
+107
142
$2.04M 0.05%
57,486
+436
143
$2.02M 0.05%
6,215
-208
144
$1.94M 0.04%
33,055
-1,710
145
$1.82M 0.04%
13,350
146
$1.78M 0.04%
27,912
-131
147
$1.76M 0.04%
6,018
-30
148
$1.75M 0.04%
4,533
+41
149
$1.75M 0.04%
24,747
-150
150
$1.74M 0.04%
62,056
+51,056
4 5
6
7 8