EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$35.9M
2
+$33.5M
3
+$6.63M
4
WRK
WestRock Company
WRK
+$3.46M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.62M

Top Sells

1
+$22.5M
2
+$4.08M
3
+$3.81M
4
ADBE icon
Adobe
ADBE
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.26M

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
251
$631K 0.02%
29,793
+15,350
252
$627K 0.02%
3,684
-789
253
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1,544
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255
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4,550
256
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15,335
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257
$598K 0.02%
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258
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12,278
-86
259
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20,000
261
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7,000
262
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263
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+15,000
264
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6,506
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265
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2,724
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272
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13,960
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273
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10,000
274
$518K 0.02%
+4,935
275
$510K 0.02%
15,000
9 10
11
12 13