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
76
$6.3M 0.17%
141,631
+6,962
77
$6.27M 0.17%
113,217
-2,028
78
$6.18M 0.17%
37,312
-345
79
$6.02M 0.16%
50,239
-2,216
80
$6.01M 0.16%
81,730
-3,217
81
$5.98M 0.16%
145,225
+90
82
$5.91M 0.16%
109,933
+3,118
83
$5.79M 0.16%
35,595
+1,196
84
$5.51M 0.15%
49,642
-444
85
$5.49M 0.15%
39,709
-3,117
86
$5.46M 0.15%
29,086
+1,503
87
$5.28M 0.14%
98,215
-2,994
88
$5.25M 0.14%
90,575
+5,475
89
$5.17M 0.14%
87,194
-1,641
90
$5.16M 0.14%
41,398
+2,930
91
$5.03M 0.14%
39,264
+13,337
92
$4.75M 0.13%
14
-1
93
$4.75M 0.13%
67,529
-686
94
$4.64M 0.12%
43,888
+324
95
$4.5M 0.12%
58,630
-2,000
96
$4.44M 0.12%
157,754
-8,850
97
$4.44M 0.12%
39,110
+731
98
$4.39M 0.12%
52,370
+17,603
99
$4.34M 0.12%
146,980
-17,960
100
$4.3M 0.12%
71,096
+1,428
2 3
4
5 6