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
126
$2.55M 0.08%
72,020
+2,247
127
$2.55M 0.08%
59,385
-973
128
$2.55M 0.08%
16,963
+438
129
$2.5M 0.08%
53,878
-215
130
$2.49M 0.08%
105,808
+19,324
131
$2.44M 0.08%
12,822
-780
132
$2.42M 0.08%
21,508
-125
133
$2.36M 0.08%
29,998
+1,390
134
$2.34M 0.07%
79,552
-975
135
$2.26M 0.07%
6,528
-41
136
$2.24M 0.07%
55,650
+1,935
137
$2.22M 0.07%
32,803
+146
138
$2.19M 0.07%
14,646
+1,102
139
$2.11M 0.07%
5,975
-471
140
$2.1M 0.07%
25,110
-234,956
141
$2.1M 0.07%
10,754
+598
142
$2.09M 0.07%
10,192
143
$2.02M 0.06%
25,273
-1,731
144
$2.01M 0.06%
7,879
+51
145
$2.01M 0.06%
47,876
-9,768
146
$2M 0.06%
23,890
-2,291
147
$1.97M 0.06%
30,673
+3,626
148
$1.94M 0.06%
34,109
+2,360
149
$1.89M 0.06%
24,501
-4,775
150
$1.87M 0.06%
32,742
4 5
6
7 8