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
201
$1.08M 0.02%
15,185
-1,829
202
$1.08M 0.02%
6,210
-39,393
203
$1.07M 0.02%
6,851
+50
204
$1.07M 0.02%
7,179
-1,350
205
$1.06M 0.02%
28,662
-11,478
206
$1.05M 0.02%
6,170
207
$1.05M 0.02%
12,626
-288
208
$1.04M 0.02%
3,254
-749
209
$1.03M 0.02%
4,065
+21
210
$1.02M 0.02%
4,605
+1,357
211
$987K 0.02%
25,240
-75
212
$977K 0.02%
10,247
213
$972K 0.02%
5,867
214
$963K 0.02%
+10,364
215
$958K 0.02%
5,843
-697
216
$955K 0.02%
30,369
+6,295
217
$946K 0.02%
5,020
-250
218
$944K 0.02%
+10,000
219
$884K 0.02%
29,145
220
$881K 0.02%
4,232
-20
221
$880K 0.02%
3,142
+68
222
$880K 0.02%
36,113
-26
223
$865K 0.02%
1,321
+8
224
$846K 0.02%
27,255
225
$837K 0.02%
17,782
7 8
9
10 11