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
$3.13B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$30.2M
3
+$6.78M
4
WRK
WestRock Company
WRK
+$3.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.67M

Top Sells

1
+$19.7M
2
+$3.68M
3
+$3.66M
4
AAPL icon
Apple
AAPL
+$3.53M
5
AMAT icon
Applied Materials
AMAT
+$3.33M

Sector Composition

1 Technology 19.89%
2 Consumer Discretionary 17.13%
3 Financials 15.38%
4 Healthcare 11.38%
5 Industrials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$819K 0.03%
19,079
-2,634
227
$810K 0.03%
9,111
+2,440
228
$804K 0.03%
+4,005
229
$789K 0.03%
22,346
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230
$760K 0.02%
18,753
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231
$760K 0.02%
25,420
-4,125
232
$753K 0.02%
11,483
233
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54,035
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234
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6,680
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235
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236
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237
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6,535
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238
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8,903
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239
$711K 0.02%
12,853
240
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241
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243
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244
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245
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246
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5,097
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7,564
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$663K 0.02%
13,185
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249
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11,748
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250
$636K 0.02%
7,229
+29
8 9
10
11 12