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
176
$1.03M 0.03%
26,640
-2,259
177
$1.02M 0.03%
2,705
+1,023
178
$1.01M 0.03%
6,970
-2,755
179
$1M 0.03%
18,902
-2,268
180
$999K 0.03%
18,749
-282
181
$980K 0.03%
18,275
-4,953
182
$975K 0.03%
33,496
-1,350
183
$964K 0.03%
13,471
+9,245
184
$947K 0.03%
11,420
-99
185
$940K 0.03%
72,035
+15,000
186
$926K 0.03%
10,402
+673
187
$922K 0.03%
51,540
+335
188
$906K 0.03%
10,800
-100
189
$903K 0.03%
7,553
190
$887K 0.03%
27,850
-19,900
191
$887K 0.03%
9,258
-5,150
192
$883K 0.03%
11,318
-184
193
$868K 0.03%
5,947
-514
194
$841K 0.03%
15,556
-350
195
$829K 0.03%
15,098
-60
196
$828K 0.03%
6,699
+268
197
$823K 0.03%
9,520
+699
198
$802K 0.03%
17,805
+2,364
199
$788K 0.03%
6,087
+11
200
$786K 0.03%
17,187
+1,460
6 7
8
9 10