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
326
$227K 0.01%
5,038
-517
327
$226K 0.01%
22,425
-420
328
$225K 0.01%
+7,484
329
$225K 0.01%
+2,578
330
$223K 0.01%
5,900
-79,371
331
$221K 0.01%
890
-343
332
$221K 0.01%
1,462
+16
333
$219K 0.01%
10,663
334
$217K 0.01%
1,790
-1,418
335
$215K 0.01%
12,710
-23,117
336
$214K 0.01%
+1,941
337
$213K 0.01%
7,598
-1,278
338
$212K 0.01%
+3,900
339
$210K 0.01%
8,496
340
$209K 0.01%
5,574
-121
341
$209K 0.01%
6,337
-200
342
$207K 0.01%
8,652
-1,038
343
$203K 0.01%
+2,301
344
$188K 0.01%
18,675
345
$157K 0.01%
14,000
346
$154K 0.01%
16,235
-551
347
$153K 0.01%
10,598
-1
348
$150K ﹤0.01%
41,343
-498
349
$141K ﹤0.01%
20,933
350
$139K ﹤0.01%
+15,170
12 13
14
15 16