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
101
$4.29M 0.12%
48,818
+320
102
$4.28M 0.12%
31,460
-697
103
$4.27M 0.11%
69,125
-168
104
$4.25M 0.11%
22,042
-346
105
$4.15M 0.11%
23,471
-164
106
$4.06M 0.11%
85,271
-695,968
107
$4.03M 0.11%
52,806
-878
108
$3.82M 0.1%
51,371
+630
109
$3.77M 0.1%
44,955
-4,296
110
$3.75M 0.1%
44,026
-4,648
111
$3.75M 0.1%
51,650
-500
112
$3.5M 0.09%
4,415
-94
113
$3.47M 0.09%
58,248
-53
114
$3.47M 0.09%
19,456
-35
115
$3.37M 0.09%
85,170
+2,448
116
$3.29M 0.09%
38,196
-4,642
117
$3.23M 0.09%
37,799
-17
118
$3.2M 0.09%
9,816
+383
119
$3.15M 0.08%
21,281
120
$3.14M 0.08%
8,076
-75
121
$3.1M 0.08%
58,642
+1,846
122
$3.05M 0.08%
33,440
-2,968
123
$3.01M 0.08%
23,118
+15,691
124
$2.99M 0.08%
36,150
-3,565
125
$2.98M 0.08%
43,302
-678
3 4
5
6 7