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
201
$1M 0.03%
10,593
-401
202
$998K 0.03%
18,900
203
$985K 0.03%
13,009
-7,334
204
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8,821
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205
$978K 0.03%
13,800
-72
206
$976K 0.03%
17,343
+12,374
207
$971K 0.03%
9,642
+500
208
$951K 0.03%
57,035
209
$948K 0.03%
15,441
-465
210
$934K 0.03%
3,973
-192
211
$933K 0.03%
38,706
-45
212
$928K 0.03%
7,553
-8
213
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214
$917K 0.02%
25,553
-5,736
215
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216
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217
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218
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16,016
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219
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50,304
220
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32,358
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221
$858K 0.02%
10,083
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222
$856K 0.02%
33,770
223
$853K 0.02%
+33,630
224
$853K 0.02%
14,215
-2,415
225
$846K 0.02%
8,307
+500
7 8
9
10 11