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
126
$2.91M 0.08%
72,278
-13,516
127
$2.88M 0.08%
8,934
-540
128
$2.8M 0.08%
17,110
+40
129
$2.79M 0.08%
82,708
130
$2.75M 0.07%
13,391
+671
131
$2.72M 0.07%
100,600
+1,980
132
$2.69M 0.07%
30,467
-1,508
133
$2.67M 0.07%
20,804
-369
134
$2.66M 0.07%
64,463
-537
135
$2.63M 0.07%
58,458
+173
136
$2.59M 0.07%
23,228
+546
137
$2.58M 0.07%
22,360
-3,625
138
$2.56M 0.07%
56,952
-1,490
139
$2.54M 0.07%
9,290
-5
140
$2.53M 0.07%
18,457
+33
141
$2.45M 0.07%
11,158
+702
142
$2.39M 0.06%
29,895
+49
143
$2.37M 0.06%
67,254
-855
144
$2.34M 0.06%
38,852
-10,737
145
$2.29M 0.06%
27,435
+38
146
$2.2M 0.06%
13,777
-259
147
$2.18M 0.06%
33,508
-419
148
$2.16M 0.06%
38,907
-2,701
149
$2.15M 0.06%
16,757
+7,545
150
$2.15M 0.06%
12,179
4 5
6
7 8