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
126
$2.22M 0.07%
82,708
127
$2.19M 0.07%
16,995
-115
128
$2.19M 0.07%
32,347
+1,880
129
$2.17M 0.07%
27,034
+7,050
130
$2.08M 0.07%
50,344
+8,324
131
$1.94M 0.06%
44,974
-13,274
132
$1.92M 0.06%
15,004
-207
133
$1.89M 0.06%
55,255
-3,387
134
$1.89M 0.06%
37,822
+12,362
135
$1.86M 0.06%
15,778
+1,689
136
$1.85M 0.06%
54,228
-2,724
137
$1.79M 0.06%
19,303
-1,501
138
$1.77M 0.06%
27,053
139
$1.77M 0.06%
17,830
-33,147
140
$1.75M 0.06%
23,640
-2,479
141
$1.74M 0.06%
95,352
-5,248
142
$1.72M 0.06%
37,690
-109
143
$1.7M 0.06%
47,185
+2,230
144
$1.69M 0.06%
5,338
-285
145
$1.66M 0.05%
16,660
-1,797
146
$1.65M 0.05%
22,053
-1,684
147
$1.58M 0.05%
64,463
148
$1.57M 0.05%
10,594
+762
149
$1.56M 0.05%
19,329
+570
150
$1.55M 0.05%
11,706
-473
4 5
6
7 8