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
76
$6.61M 0.21%
93,664
+645
77
$6.39M 0.2%
119,715
+6,431
78
$6.3M 0.2%
75,693
-8,496
79
$6.27M 0.2%
55,619
+514
80
$6.21M 0.2%
52,729
81
$6.16M 0.2%
117,232
-13,750
82
$6.13M 0.2%
34,525
-150
83
$5.94M 0.19%
51,694
+1,215
84
$5.8M 0.19%
201,955
-1,155
85
$5.72M 0.18%
35,202
-275
86
$5.67M 0.18%
107,417
+574
87
$5.61M 0.18%
39,743
-45
88
$5.13M 0.16%
30,466
+5,613
89
$4.78M 0.15%
103,569
+327
90
$4.71M 0.15%
22,729
-2,299
91
$4.64M 0.15%
27,725
-5,453
92
$4.39M 0.14%
73,942
-4,321
93
$4.38M 0.14%
82,562
-24,988
94
$4.3M 0.14%
82,598
-750
95
$4.27M 0.14%
26,833
+211
96
$4.26M 0.14%
29,492
-809
97
$4.14M 0.13%
163,413
-27,007
98
$4.08M 0.13%
73,577
-392
99
$4.08M 0.13%
62,765
+577
100
$3.84M 0.12%
12
2 3
4
5 6