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
51
$13.6M 0.37%
194,683
-20,783
52
$13.3M 0.36%
358,585
-16,468
53
$12.7M 0.34%
89,168
+2,170
54
$12.5M 0.34%
47,884
+957
55
$11.9M 0.32%
137,455
-4,746
56
$11.3M 0.31%
66,494
-160
57
$11.2M 0.3%
67,607
+8,980
58
$10.8M 0.29%
60,676
+3,317
59
$10.5M 0.28%
27,897
-889
60
$10.4M 0.28%
217,725
-3,620
61
$10.2M 0.28%
56,578
-2,147
62
$9.76M 0.26%
78,163
-2,521
63
$9.32M 0.25%
70,894
-467
64
$9.2M 0.25%
103,953
+1,955
65
$8.88M 0.24%
144,664
-12,304
66
$7.68M 0.21%
65,646
-1,828
67
$7.47M 0.2%
25,273
-181
68
$7.26M 0.2%
137,019
-3,103
69
$7.13M 0.19%
36,084
-145
70
$7.13M 0.19%
48,315
-55,919
71
$7.05M 0.19%
33,597
-152
72
$6.96M 0.19%
28,886
-1,096
73
$6.96M 0.19%
50,977
-1,116
74
$6.75M 0.18%
37,570
-66
75
$6.53M 0.18%
101,737
+10,364
1 2
3
4 5