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
76
$5.24M 0.17%
36,866
-704
77
$5.19M 0.17%
45,448
-2,867
78
$4.94M 0.16%
34,300
-1,295
79
$4.88M 0.16%
48,532
-1,110
80
$4.87M 0.16%
30,195
+1,109
81
$4.77M 0.16%
35,260
-4,449
82
$4.54M 0.15%
43,933
+2,535
83
$4.46M 0.15%
74,048
+2,952
84
$4.42M 0.15%
74,086
-7,644
85
$4.33M 0.14%
50,314
+75
86
$4.32M 0.14%
67,308
-221
87
$4.27M 0.14%
127,266
-14,365
88
$4.05M 0.13%
35,104
-2,208
89
$3.86M 0.13%
31,428
-32
90
$3.61M 0.12%
40,006
+896
91
$3.54M 0.12%
13
-1
92
$3.43M 0.11%
21,997
-45
93
$3.33M 0.11%
87,858
+2,688
94
$3.21M 0.11%
48,805
-13
95
$3.2M 0.11%
23,918
+447
96
$3.19M 0.11%
144,834
-2,146
97
$3.12M 0.1%
52,507
-6,123
98
$3.1M 0.1%
52,195
+824
99
$3.03M 0.1%
73,840
-36,093
100
$3.01M 0.1%
45,300
+1,998
2 3
4
5 6