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
401
$208K 0.01%
2,299
402
$206K 0.01%
2,750
+50
403
$206K 0.01%
+1,759
404
$204K 0.01%
+3,177
405
$202K 0.01%
+2,020
406
$202K 0.01%
+1,056
407
$202K 0.01%
3,711
-334
408
$201K 0.01%
+1,581
409
$201K 0.01%
+1,137
410
$200K 0.01%
730
411
$175K 0.01%
10,700
412
$174K 0.01%
22,000
-2,000
413
$169K 0.01%
10,000
414
$154K ﹤0.01%
12,306
415
$151K ﹤0.01%
13,697
-2,400
416
$128K ﹤0.01%
19,508
417
$81K ﹤0.01%
+2,000
418
$73K ﹤0.01%
+2,000
419
$59K ﹤0.01%
+7,720
420
$52K ﹤0.01%
21,300
421
$51K ﹤0.01%
10,000
422
$41K ﹤0.01%
+781
423
$32K ﹤0.01%
12,000
-15,000
424
$11K ﹤0.01%
40
425
– –
-3,800
14 15 16
17
18