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
$3.03B
AUM Growth
-$680M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$27.9M
3
+$26.1M
4
HD icon
Home Depot
HD
+$3.93M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.74M

Top Sells

1
+$65.1M
2
+$42.8M
3
+$5.02M
4
AAPL icon
Apple
AAPL
+$4.48M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.29M

Sector Composition

1 Technology 25.74%
2 Consumer Discretionary 17.28%
3 Financials 14.5%
4 Healthcare 13.39%
5 Communication Services 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$578K 0.02%
48,800
227
$573K 0.02%
2,407
+440
228
$561K 0.02%
23,690
+370
229
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+10,000
230
$556K 0.02%
1,940
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231
$549K 0.02%
6,732
-287
232
$548K 0.02%
16,350
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233
$536K 0.02%
17,782
234
$534K 0.02%
39,550
-32,728
235
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17,208
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236
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3,075
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237
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238
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239
$512K 0.02%
+2,415
240
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7,467
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241
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242
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243
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244
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9,062
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245
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246
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+17,500
247
$483K 0.02%
13,463
-337
248
$478K 0.02%
5,404
-70
249
$472K 0.02%
5,266
250
$471K 0.02%
15,275
-2,068
8 9
10
11 12