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
151
$2.09M 0.06%
15,211
-50
152
$2.06M 0.06%
9,691
153
$2.03M 0.05%
42,020
154
$2.01M 0.05%
27,053
-601
155
$1.91M 0.05%
31,766
156
$1.89M 0.05%
26,119
-699
157
$1.88M 0.05%
42,598
-1,456
158
$1.88M 0.05%
64,215
159
$1.86M 0.05%
14,089
+2,976
160
$1.86M 0.05%
14,941
-452
161
$1.85M 0.05%
9,832
162
$1.83M 0.05%
12,421
-217
163
$1.83M 0.05%
19,984
-590
164
$1.79M 0.05%
47,750
+100
165
$1.74M 0.05%
18,759
-412
166
$1.74M 0.05%
32,742
167
$1.72M 0.05%
18,543
+1,875
168
$1.72M 0.05%
20,258
+4,412
169
$1.67M 0.04%
5,623
-200
170
$1.66M 0.04%
25,460
+850
171
$1.62M 0.04%
+139,312
172
$1.61M 0.04%
25,284
-2,777
173
$1.59M 0.04%
8,750
+2,752
174
$1.59M 0.04%
15,906
-322
175
$1.56M 0.04%
14,408
+3,200
5 6
7
8 9