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
376
– –
-4,000
377
– –
-6,310
378
– –
-5,931
379
– –
-6,943
380
– –
-2,475
381
– –
-487,289
382
– –
-15,000
383
– –
-5,208
384
– –
-9,214
385
– –
-3,079
386
– –
-2,873
387
– –
-5,000
388
– –
-710
389
– –
-4,000
390
– –
-4,897
391
– –
-879
392
– –
-1,371
393
– –
-15,000
394
– –
-38,852
395
– –
-4,644
396
– –
-4,194
397
– –
-6,870
398
– –
-5,226
399
– –
-10,088
400
– –
-5,307
13 14 15
16
17