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
151
$1.55M 0.05%
31,766
152
$1.52M 0.05%
38,496
-411
153
$1.52M 0.05%
7,991
-1,700
154
$1.49M 0.05%
9,505
+755
155
$1.47M 0.05%
29,309
+3,241
156
$1.43M 0.05%
67,302
+48
157
$1.39M 0.05%
10,581
-577
158
$1.38M 0.05%
16,072
+1,131
159
$1.36M 0.04%
25,082
-202
160
$1.34M 0.04%
11,547
-874
161
$1.33M 0.04%
38,175
-6,075
162
$1.32M 0.04%
132,912
-6,400
163
$1.29M 0.04%
64,110
-105
164
$1.27M 0.04%
30,182
+287
165
$1.24M 0.04%
12,948
-829
166
$1.23M 0.04%
8,275
-1,541
167
$1.21M 0.04%
17,284
-1,259
168
$1.19M 0.04%
50,429
+9,287
169
$1.14M 0.04%
20,712
170
$1.13M 0.04%
5,036
-149
171
$1.12M 0.04%
15,922
-4,336
172
$1.09M 0.04%
12,257
+3,950
173
$1.07M 0.04%
9,294
174
$1.06M 0.03%
12,877
-3,880
175
$1.04M 0.03%
25,773
+3,502
5 6
7
8 9