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
301
$290K 0.01%
20,809
-18,715
302
$290K 0.01%
3,541
-298
303
$289K 0.01%
+6,677
304
$288K 0.01%
22,042
-335
305
$287K 0.01%
+1,617
306
$282K 0.01%
3,058
307
$281K 0.01%
3,859
308
$281K 0.01%
5,787
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309
$280K 0.01%
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310
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+6,300
311
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7,410
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312
$278K 0.01%
3,323
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313
$277K 0.01%
35,269
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314
$274K 0.01%
5,714
315
$261K 0.01%
2,848
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316
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6,011
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317
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8,975
318
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5,096
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319
$241K 0.01%
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320
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26,725
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321
$239K 0.01%
6,637
322
$235K 0.01%
4,834
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323
$233K 0.01%
2,835
-88
324
$232K 0.01%
8,647
325
$228K 0.01%
1,430
-612
11 12
13
14 15