EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
351
$129K ﹤0.01%
13,304
352
$120K ﹤0.01%
143,138
353
$120K ﹤0.01%
11,382
354
$117K ﹤0.01%
71
355
$102K ﹤0.01%
17,543
356
$57K ﹤0.01%
+14,000
357
$51K ﹤0.01%
+2,951
358
$41K ﹤0.01%
10,722
+543
359
$31K ﹤0.01%
+18,000
360
$17K ﹤0.01%
10,000
361
– –
-17,220
362
– –
-4,499
363
– –
-6,943
364
– –
-5,931
365
– –
-6,310
366
– –
-6,160
367
– –
-2,765
368
– –
-1,359
369
– –
-9,300
370
– –
-7,792
371
– –
-2,079
372
– –
-6,799
373
– –
-10,260
374
– –
-1,482
375
– –
-50,304
13 14
15
16 17