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
326
$352K 0.01%
8,647
327
$348K 0.01%
2,765
+135
328
$347K 0.01%
3,084
329
$344K 0.01%
7,152
+665
330
$343K 0.01%
4,394
-2,187
331
$343K 0.01%
2,923
332
$339K 0.01%
8,496
333
$338K 0.01%
3,709
-7
334
$330K 0.01%
5,000
335
$328K 0.01%
5,555
336
$327K 0.01%
2,825
-425
337
$326K 0.01%
17,220
+1,640
338
$323K 0.01%
6,799
339
$317K 0.01%
5,042
-14
340
$317K 0.01%
5,714
341
$304K 0.01%
22,845
+420
342
$299K 0.01%
5,668
-17
343
$296K 0.01%
3,859
344
$293K 0.01%
1,446
345
$288K 0.01%
9,690
-84
346
$288K 0.01%
9,744
-2,102
347
$282K 0.01%
11,867
-1,271
348
$280K 0.01%
4,499
349
$279K 0.01%
5,307
-785
350
$279K 0.01%
6,160
12 13
14
15 16