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
376
$221K 0.01%
+1,371
377
$221K 0.01%
2,475
378
$220K 0.01%
+4,194
379
$216K 0.01%
10,599
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380
$215K 0.01%
6,536
381
$215K 0.01%
5,208
-1,640
382
$214K 0.01%
4,000
383
$211K 0.01%
2,795
-200
384
$211K 0.01%
+879
385
$211K 0.01%
5,466
-65
386
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13,304
387
$208K 0.01%
2,445
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388
$207K 0.01%
+6,310
389
$206K 0.01%
9,214
390
$205K 0.01%
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-802
391
$205K 0.01%
2,185
-9,290
392
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3,135
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393
$201K 0.01%
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394
$201K 0.01%
+1,043
395
$191K 0.01%
17,543
396
$187K 0.01%
11,382
397
$182K ﹤0.01%
10,088
398
$146K ﹤0.01%
13,289
399
$137K ﹤0.01%
143,138
400
$103K ﹤0.01%
+11,015
13 14 15
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