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
$3.71B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$6.19M
3
+$4.34M
4
BX icon
Blackstone
BX
+$3.62M
5
WRK
WestRock Company
WRK
+$3.59M

Top Sells

1
+$33.2M
2
+$20.7M
3
+$8.25M
4
AAPL icon
Apple
AAPL
+$3.92M
5
MA icon
Mastercard
MA
+$1.92M

Sector Composition

1 Technology 22.05%
2 Consumer Discretionary 18.95%
3 Financials 16.66%
4 Healthcare 12.31%
5 Real Estate 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$640K 0.02%
7,900
+237
252
$626K 0.02%
5,266
-129
253
$626K 0.02%
7,653
-1,260
254
$621K 0.02%
3,094
+11
255
$618K 0.02%
13,648
-890
256
$617K 0.02%
5,931
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257
$616K 0.02%
104,760
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258
$614K 0.02%
40,702
-10,155
259
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2,563
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260
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9,498
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261
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1,078
262
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2,875
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263
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20,583
264
$565K 0.02%
6,251
-484
265
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266
$561K 0.02%
3,950
267
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15,000
268
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2,601
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269
$544K 0.01%
30,072
+11,231
270
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1,682
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271
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272
$537K 0.01%
1,901
273
$534K 0.01%
2,615
274
$515K 0.01%
2,603
+562
275
$511K 0.01%
18,675
+2,950
9 10
11
12 13