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
176
$1.25M 0.04%
8,135
+325
177
$1.24M 0.04%
5,145
+837
178
$1.23M 0.04%
15,933
+405
179
$1.21M 0.04%
25,058
-31
180
$1.17M 0.04%
21,194
-5,181
181
$1.15M 0.04%
12,508
-302
182
$1.13M 0.04%
10,640
-211
183
$1.13M 0.04%
9,963
-2,237
184
$1.13M 0.04%
50,304
185
$1.13M 0.04%
8,481
186
$1.12M 0.04%
5,408
-4,287
187
$1.12M 0.04%
21,569
+8,023
188
$1.11M 0.04%
13,495
-1,282
189
$1.09M 0.03%
18,304
190
$1.08M 0.03%
6,274
+600
191
$1.07M 0.03%
14,705
-3,317
192
$1.05M 0.03%
13,818
+584
193
$1.05M 0.03%
11,865
+40
194
$1.03M 0.03%
23,691
+1,171
195
$1.02M 0.03%
10,729
+275
196
$1.01M 0.03%
14,950
-500
197
$992K 0.03%
12,297
-79
198
$990K 0.03%
13,650
199
$986K 0.03%
3,731
200
$977K 0.03%
9,260
-3,295
6 7
8
9 10