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
51
$11M 0.36%
355,155
-3,430
52
$10.9M 0.36%
44,795
-3,089
53
$10.7M 0.35%
180,947
-4,157
54
$10.4M 0.34%
141,155
+3,700
55
$9.16M 0.3%
67,052
+558
56
$9.06M 0.3%
38,245
+12,972
57
$8.78M 0.29%
79,811
+1,648
58
$8.7M 0.29%
62,720
-8,174
59
$8.56M 0.28%
60,506
-170
60
$8.02M 0.26%
105,293
+1,340
61
$7.88M 0.26%
55,905
-673
62
$7.58M 0.25%
141,168
-3,496
63
$7.1M 0.23%
27,004
-893
64
$7.04M 0.23%
209,493
-8,232
65
$6.76M 0.22%
59,039
-8,568
66
$6M 0.2%
36,264
+180
67
$5.94M 0.2%
29,305
+419
68
$5.82M 0.19%
153,288
-41,395
69
$5.75M 0.19%
199,815
+54,590
70
$5.66M 0.19%
33,988
+391
71
$5.53M 0.18%
59,232
-6,414
72
$5.46M 0.18%
99,385
+8,810
73
$5.43M 0.18%
97,458
-4,279
74
$5.38M 0.18%
111,272
-25,747
75
$5.25M 0.17%
118,549
+5,332
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3
4 5