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
1
$253M 5.31%
1,950,480
-30,748
2
$231M 4.84%
963,389
-4,755
3
$186M 3.89%
349,932
-2,443
4
$170M 3.57%
309,589
+689
5
$160M 3.35%
460,227
-2,110
6
$150M 3.15%
475,939
+695
7
$141M 2.95%
57,063
-900
8
$120M 2.52%
1,623,991
+21,150
9
$109M 2.29%
1,287,324
+10,012
10
$107M 2.23%
399,225
+1,916
11
$101M 2.12%
1,202,785
-8,752
12
$99.2M 2.08%
1,289,166
+12,565
13
$98.7M 2.07%
1,112,110
+2,661
14
$98.2M 2.06%
463,571
+3,330
15
$98.1M 2.06%
444,516
+12,392
16
$97.6M 2.05%
546,463
+5,541
17
$92.5M 1.94%
842,309
+793
18
$92.1M 1.93%
298,215
-660
19
$88.8M 1.86%
2,699,260
+31,894
20
$88.7M 1.86%
336,399
-1,234
21
$82.3M 1.72%
497,894
-1,475
22
$81M 1.7%
604,190
+6,839
23
$80.1M 1.68%
113,104
+418
24
$77.1M 1.62%
873,660
+3,396
25
$76.8M 1.61%
331,360
+2,281
1
2 3 4 5