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
151
$1.73M 0.04%
10,525
-65
152
$1.7M 0.04%
122,076
-1,644
153
$1.69M 0.04%
24,901
-35
154
$1.68M 0.04%
11,810
-35
155
$1.66M 0.04%
26,664
156
$1.65M 0.04%
30,081
157
$1.6M 0.04%
10,451
158
$1.59M 0.04%
39,450
159
$1.58M 0.04%
17,497
-87
160
$1.56M 0.04%
52,053
+2,053
161
$1.5M 0.03%
11,659
-237
162
$1.48M 0.03%
20,490
-1,554
163
$1.45M 0.03%
12,008
164
$1.45M 0.03%
40,140
-940
165
$1.42M 0.03%
11,509
+21
166
$1.41M 0.03%
14,860
-49
167
$1.41M 0.03%
17,017
-351
168
$1.39M 0.03%
9,394
-197
169
$1.38M 0.03%
10,208
170
$1.37M 0.03%
6,450
171
$1.37M 0.03%
13,354
+8
172
$1.36M 0.03%
38,940
+3,203
173
$1.36M 0.03%
9,094
+235
174
$1.33M 0.03%
19,985
175
$1.28M 0.03%
18,533
-200
5 6
7
8 9