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
201
$1.01M 0.02%
1,467
+195
202
$1M 0.02%
6,170
203
$1M 0.02%
4,772
+200
204
$980K 0.02%
12,224
+747
205
$951K 0.02%
11,774
206
$939K 0.02%
25,315
207
$924K 0.02%
5,867
208
$921K 0.02%
12,914
209
$918K 0.02%
23,800
-925
210
$912K 0.02%
6,720
-52
211
$911K 0.02%
6,540
-25
212
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5,270
213
$902K 0.02%
4,044
-879
214
$899K 0.02%
3,074
-8
215
$884K 0.02%
4,252
216
$879K 0.02%
10,247
217
$843K 0.02%
29,145
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218
$824K 0.02%
36,139
219
$796K 0.02%
24,074
220
$780K 0.02%
3,367
221
$756K 0.02%
27,255
222
$751K 0.02%
9,802
-55
223
$747K 0.02%
1,313
-61
224
$743K 0.02%
12,928
225
$741K 0.02%
17,782
7 8
9
10 11