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
26
$42.8M 1.37%
399,346
+12
27
$42.3M 1.35%
700,397
+2,860
28
$41.8M 1.34%
493,629
-8,975
29
$41.7M 1.33%
301,594
-7,538
30
$40.3M 1.29%
136,659
+8,939
31
$39.5M 1.26%
1,272,249
-42,583
32
$38.4M 1.23%
717,854
+61,678
33
$37.1M 1.19%
+285,549
34
$33.3M 1.07%
178,537
+5,259
35
$32.1M 1.03%
110,375
+9,190
36
$31.3M 1%
407,384
+1,829
37
$31.3M 1%
656,314
-56,772
38
$30.7M 0.98%
265,405
+2,296
39
$30.3M 0.97%
128,941
-405
40
$30.2M 0.96%
+193,329
41
$26.1M 0.83%
1,249,277
+8,912
42
$24.2M 0.77%
197,859
+1,665
43
$23.3M 0.75%
383,232
-2,558
44
$20.5M 0.66%
531,359
-86,175
45
$20.2M 0.65%
237,591
-14,600
46
$19.1M 0.61%
281,568
+19,961
47
$17.8M 0.57%
366,795
-16,500
48
$17.4M 0.56%
114,840
-474
49
$17.2M 0.55%
58,802
+2,009
50
$16.2M 0.52%
145,286
-3,359
1
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