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
176
$1.46M 0.03%
9,239
+145
177
$1.43M 0.03%
10,541
-144
178
$1.39M 0.03%
8,382
+449
179
$1.34M 0.03%
10,459
+38
180
$1.34M 0.03%
+10,889
181
$1.32M 0.03%
9,762
-300
182
$1.31M 0.03%
5,278
-1,172
183
$1.3M 0.03%
3,871
+30
184
$1.29M 0.03%
20,987
-599
185
$1.29M 0.03%
31,738
-883
186
$1.26M 0.03%
12,476
187
$1.24M 0.03%
23,678
-122
188
$1.23M 0.03%
11,774
189
$1.22M 0.03%
4,144
-507
190
$1.22M 0.03%
2,838
+882
191
$1.21M 0.03%
10,460
-134
192
$1.21M 0.03%
23,644
-75
193
$1.2M 0.03%
37,930
+340
194
$1.18M 0.02%
1,640
+173
195
$1.18M 0.02%
4,769
-3
196
$1.16M 0.02%
36,124
197
$1.15M 0.02%
18,900
198
$1.15M 0.02%
18,693
+160
199
$1.11M 0.02%
13,512
+100
200
$1.09M 0.02%
31,146
-12,334
6 7
8
9 10