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
$3.03B
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
26
$42.9M 1.41%
184,518
-6,412
27
$41.2M 1.36%
1,211,512
+52,547
28
$40.9M 1.35%
312,043
+4,069
29
$39.6M 1.31%
+903,427
30
$39.1M 1.29%
965,984
-6,836
31
$36.4M 1.2%
127,791
+209
32
$36.1M 1.19%
373,875
+270,252
33
$36M 1.19%
139,648
+14,529
34
$32.5M 1.07%
569,655
+22,682
35
$28.7M 0.95%
307,901
+299,498
36
$25.8M 0.85%
233,870
-6,643
37
$23.8M 0.79%
1,110,345
-233,984
38
$21M 0.69%
744,764
-106,728
39
$20.6M 0.68%
449,581
+38,945
40
$20.5M 0.68%
383,540
-28,403
41
$19.5M 0.64%
75,388
+12,280
42
$17.5M 0.58%
323,564
+244
43
$17.5M 0.58%
114,285
+858
44
$17.3M 0.57%
143,660
-3,831
45
$15.9M 0.52%
528,041
+22,774
46
$15.1M 0.5%
385,278
-6,325
47
$14.3M 0.47%
96,811
+7,643
48
$13.4M 0.44%
148,684
+4,338
49
$12.7M 0.42%
174,800
-22,736
50
$12.6M 0.42%
83,606
-12,224
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