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
26
$53.1M 1.43%
105,574
-548
27
$52.1M 1.4%
177,268
+2,067
28
$51.5M 1.39%
972,820
+81,974
29
$51.3M 1.38%
1,344,329
+161,993
30
$49.1M 1.32%
190,930
+245
31
$48M 1.29%
546,973
+30,526
32
$44.9M 1.21%
307,974
-3,821
33
$42.8M 1.15%
1,189,558
+10,646
34
$40.3M 1.08%
125,119
-4,230
35
$37.5M 1.01%
127,582
-1,359
36
$36.5M 0.98%
851,492
+83,658
37
$34.9M 0.94%
240,513
+2,493
38
$28.6M 0.77%
411,943
+12,473
39
$25.1M 0.68%
410,636
+5,213
40
$23.8M 0.64%
197,536
-10,750
41
$22.1M 0.59%
113,427
-2,667
42
$20.4M 0.55%
63,108
+322
43
$20.2M 0.54%
147,491
-5,991
44
$20.1M 0.54%
144,346
+1,370
45
$19.4M 0.52%
323,320
-6,102
46
$18.8M 0.51%
391,603
-2,775
47
$17.4M 0.47%
185,104
-321
48
$16.9M 0.45%
95,830
+2,651
49
$15M 0.4%
103,623
-1,953
50
$14.7M 0.39%
505,267
+16,663
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