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
101
$3.75M 0.12%
48,930
-2,246
102
$3.63M 0.12%
44,528
-2,454
103
$3.46M 0.11%
26,676
-6,064
104
$3.45M 0.11%
21,636
-3,127
105
$3.42M 0.11%
21,798
+27
106
$3.4M 0.11%
34,552
-4,009
107
$3.32M 0.11%
20,205
-96
108
$3.28M 0.1%
80,030
+2,580
109
$3.25M 0.1%
48,616
-5,486
110
$3.23M 0.1%
59,715
-19,982
111
$3.19M 0.1%
33,099
-2,160
112
$3.17M 0.1%
53,093
+5,284
113
$3.16M 0.1%
40,914
-365
114
$3.11M 0.1%
115,000
-20,000
115
$3.06M 0.1%
50,746
-13,029
116
$3.06M 0.1%
8,566
+44
117
$3.06M 0.1%
11,442
+181
118
$2.93M 0.09%
21,950
119
$2.9M 0.09%
61,524
-1,712
120
$2.89M 0.09%
4,744
+332
121
$2.79M 0.09%
21,494
-93
122
$2.77M 0.09%
37,780
+3,735
123
$2.63M 0.08%
83,967
+8,163
124
$2.61M 0.08%
26,164
+5,098
125
$2.57M 0.08%
33,162
-80
3 4
5
6 7