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
51
$15.6M 0.5%
177,550
+2,851
52
$15.1M 0.48%
360,720
-21,255
53
$14.4M 0.46%
127,421
+1,278
54
$14.3M 0.46%
301,893
-41,094
55
$12.9M 0.41%
51,838
-1,812
56
$12M 0.38%
94,894
+1,535
57
$11.4M 0.36%
273,859
-88,121
58
$11.3M 0.36%
230,275
+38
59
$11M 0.35%
70,401
-2,054
60
$10.9M 0.35%
93,522
+2,666
61
$10.3M 0.33%
63,934
+1,550
62
$9.94M 0.32%
61,023
-2,931
63
$9.87M 0.32%
431,592
-18,428
64
$9.33M 0.3%
25,385
+1,880
65
$9.3M 0.3%
137,424
-11,522
66
$8.99M 0.29%
59,641
-6,053
67
$8.22M 0.26%
86,914
-11,272
68
$8.16M 0.26%
111,212
-8,650
69
$8.07M 0.26%
69,156
-5,689
70
$7.94M 0.25%
73,975
-3,817
71
$7.38M 0.24%
68,480
-985
72
$7.35M 0.24%
55,412
-907
73
$7.19M 0.23%
139,393
+2,898
74
$6.92M 0.22%
111,462
-8,703
75
$6.64M 0.21%
52,048
-202
1 2
3
4 5