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
151
$2.05M 0.04%
13,521
+171
152
$2.04M 0.04%
30,626
+545
153
$2.03M 0.04%
5,909
-109
154
$1.97M 0.04%
43,500
155
$1.96M 0.04%
10,471
+20
156
$1.93M 0.04%
24,901
157
$1.89M 0.04%
24,678
-69
158
$1.82M 0.04%
57,156
-4,900
159
$1.79M 0.04%
20,490
160
$1.79M 0.04%
17,429
-68
161
$1.79M 0.04%
31,940
+6,980
162
$1.78M 0.04%
26,356
-308
163
$1.69M 0.04%
121,676
-400
164
$1.67M 0.04%
16,997
-20
165
$1.66M 0.03%
14,102
+748
166
$1.64M 0.03%
10,803
+595
167
$1.63M 0.03%
14,860
168
$1.62M 0.03%
39,223
-227
169
$1.62M 0.03%
11,648
-11
170
$1.56M 0.03%
18,777
+10,340
171
$1.55M 0.03%
18,095
+506
172
$1.54M 0.03%
10,986
-523
173
$1.51M 0.03%
39,908
+968
174
$1.49M 0.03%
19,941
-44
175
$1.48M 0.03%
9,361
-33
5 6
7
8 9