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
101
$2.97M 0.1%
64,043
-5,082
102
$2.94M 0.1%
4,265
-150
103
$2.94M 0.1%
40,335
-3,691
104
$2.92M 0.1%
84,752
-2,442
105
$2.84M 0.09%
51,650
106
$2.83M 0.09%
26,654
-12,610
107
$2.75M 0.09%
82,516
+39,918
108
$2.71M 0.09%
8,001
-75
109
$2.63M 0.09%
32,575
-865
110
$2.56M 0.08%
19,442
-14
111
$2.56M 0.08%
89,133
-9,082
112
$2.52M 0.08%
21,281
113
$2.47M 0.08%
33,529
-10,359
114
$2.45M 0.08%
33,944
-2,206
115
$2.43M 0.08%
51,017
-1,789
116
$2.39M 0.08%
8,997
+63
117
$2.38M 0.08%
69,161
+10,703
118
$2.35M 0.08%
26,167
-6,575
119
$2.32M 0.08%
162,304
+4,550
120
$2.27M 0.07%
40,400
-11,970
121
$2.23M 0.07%
13,384
-7
122
$2.23M 0.07%
9,109
-181
123
$2.23M 0.07%
22,409
+49
124
$2.22M 0.07%
27,325
-110
125
$2.22M 0.07%
23,053
-65
3 4
5
6 7