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
126
$2.78M 0.06%
6,815
+600
127
$2.76M 0.06%
8,143
+16
128
$2.76M 0.06%
18,502
-1,288
129
$2.72M 0.06%
46,550
130
$2.72M 0.06%
20,932
-2,280
131
$2.7M 0.06%
74,613
-1,218
132
$2.64M 0.06%
27,865
+1,069
133
$2.63M 0.06%
7,606
-1,628
134
$2.59M 0.05%
13,600
+1,592
135
$2.58M 0.05%
9,681
+5,650
136
$2.54M 0.05%
10,608
+83
137
$2.52M 0.05%
21,860
+5,000
138
$2.49M 0.05%
20,667
139
$2.45M 0.05%
17,413
-2,640
140
$2.43M 0.05%
31,214
-2,968
141
$2.32M 0.05%
56,316
-1,170
142
$2.31M 0.05%
52,996
-2,227
143
$2.29M 0.05%
23,090
-229
144
$2.27M 0.05%
15,352
-59
145
$2.23M 0.05%
10,448
-212
146
$2.19M 0.05%
4,497
-36
147
$2.17M 0.05%
27,698
-214
148
$2.16M 0.05%
14,742
+156
149
$2.14M 0.04%
33,049
-6
150
$2.08M 0.04%
14,865
+12,303
4 5
6
7 8