EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$35.9M
2
+$33.5M
3
+$6.63M
4
WRK
WestRock Company
WRK
+$3.46M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.62M

Top Sells

1
+$22.5M
2
+$4.08M
3
+$3.81M
4
ADBE icon
Adobe
ADBE
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.26M

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
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440
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