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
1
$274M 6.18%
1,981,228
-22,923
2
$225M 5.09%
968,144
+5,119
3
$178M 4.01%
352,375
-3,189
4
$157M 3.53%
308,900
-152
5
$137M 3.09%
1,211,537
+12,978
6
$134M 3.03%
1,602,841
+32,853
7
$131M 2.97%
462,337
+983
8
$131M 2.96%
475,244
+2,769
9
$124M 2.8%
57,963
-3,654
10
$107M 2.41%
1,109,449
+3,009
11
$102M 2.31%
397,309
+1,960
12
$101M 2.28%
1,277,312
+12,552
13
$98.8M 2.23%
460,241
+495
14
$86.2M 1.94%
1,276,601
+12,385
15
$84.4M 1.9%
540,922
+7,604
16
$83.2M 1.88%
870,264
+4,724
17
$81.4M 1.84%
841,516
+3,751
18
$79.8M 1.8%
298,875
+3,488
19
$78.6M 1.77%
432,124
+4,167
20
$77.9M 1.76%
337,633
+1,064
21
$77.3M 1.74%
499,369
+2,823
22
$76.4M 1.72%
2,667,366
+30,211
23
$75.6M 1.71%
329,079
+1,833
24
$62.5M 1.41%
1,061,260
+9,904
25
$62.4M 1.41%
597,351
+197
1
2 3 4 5