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
$3.13B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$30.2M
3
+$6.78M
4
WRK
WestRock Company
WRK
+$3.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.67M

Top Sells

1
+$19.7M
2
+$3.68M
3
+$3.66M
4
AAPL icon
Apple
AAPL
+$3.53M
5
AMAT icon
Applied Materials
AMAT
+$3.33M

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
351
$279K 0.01%
5,400
352
$277K 0.01%
+11,220
353
$271K 0.01%
2,055
354
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356
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357
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358
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365
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366
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373
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374
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25,000
375
$235K 0.01%
10,112
13 14
15
16 17