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
151
$1.87M 0.06%
25,911
+1,994
152
$1.84M 0.06%
11,201
+1,248
153
$1.82M 0.06%
4,896
+1,346
154
$1.8M 0.06%
32,728
-152
155
$1.8M 0.06%
40,672
+72
156
$1.79M 0.06%
25,181
+632
157
$1.75M 0.06%
19,883
+355
158
$1.72M 0.05%
74,070
-825
159
$1.7M 0.05%
24,161
+1,091
160
$1.7M 0.05%
23,637
+3,176
161
$1.7M 0.05%
31,766
162
$1.69M 0.05%
26,746
163
$1.66M 0.05%
14,572
-1,396
164
$1.65M 0.05%
12,120
-87
165
$1.64M 0.05%
27,250
166
$1.64M 0.05%
18,334
-285
167
$1.59M 0.05%
19,936
-2,190
168
$1.55M 0.05%
17,606
+3
169
$1.55M 0.05%
10,139
+2,369
170
$1.45M 0.05%
19,281
+367
171
$1.45M 0.05%
22,012
+116
172
$1.42M 0.05%
18,902
+668
173
$1.39M 0.04%
41,841
174
$1.37M 0.04%
20,386
+33
175
$1.28M 0.04%
15,032
-1,745
5 6
7
8 9