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
176
$1.54M 0.04%
23,737
-5,000
177
$1.5M 0.04%
19,031
-1,360
178
$1.47M 0.04%
11,519
+59
179
$1.47M 0.04%
21,170
+2,268
180
$1.44M 0.04%
28,899
-651
181
$1.44M 0.04%
26,068
-200
182
$1.4M 0.04%
51,205
+3,415
183
$1.39M 0.04%
20,712
184
$1.39M 0.04%
34,846
-4,056
185
$1.38M 0.04%
9,725
+524
186
$1.38M 0.04%
5,185
-379
187
$1.29M 0.03%
+15,158
188
$1.27M 0.03%
41,142
+9,495
189
$1.26M 0.03%
13,650
190
$1.26M 0.03%
10,900
-700
191
$1.25M 0.03%
6,461
-17
192
$1.23M 0.03%
44,250
193
$1.2M 0.03%
8,403
-76
194
$1.2M 0.03%
22,271
+40
195
$1.17M 0.03%
9,729
196
$1.08M 0.03%
35,827
-685,437
197
$1.04M 0.03%
9,294
+157
198
$1.04M 0.03%
11,502
-47
199
$1.03M 0.03%
3,612
200
$1.03M 0.03%
15,967
-1,792
6 7
8
9 10