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
176
$1.28M 0.03%
23,719
177
$1.27M 0.03%
43,480
-7,742
178
$1.23M 0.03%
4,003
-446
179
$1.21M 0.03%
36,124
180
$1.2M 0.03%
10,685
-165
181
$1.2M 0.03%
8,529
182
$1.19M 0.03%
10,594
-1,806
183
$1.18M 0.03%
7,933
184
$1.17M 0.03%
10,062
+444
185
$1.17M 0.03%
3,841
-40
186
$1.16M 0.03%
17,014
-569
187
$1.14M 0.03%
21,586
-337
188
$1.12M 0.03%
12,476
-61
189
$1.11M 0.03%
24,960
-2,250
190
$1.11M 0.03%
10,421
191
$1.09M 0.02%
4,651
+325
192
$1.09M 0.02%
37,590
193
$1.09M 0.02%
6,801
194
$1.09M 0.02%
32,621
-308
195
$1.08M 0.02%
17,589
+104
196
$1.08M 0.02%
4,031
197
$1.07M 0.02%
23,616
-2,500
198
$1.05M 0.02%
21,997
+272
199
$1.03M 0.02%
18,900
200
$1.02M 0.02%
13,412
-350
6 7
8
9 10