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
201
$785K 0.03%
3,577
-35
202
$753K 0.02%
6,350
203
$740K 0.02%
18,900
204
$710K 0.02%
2,425
205
$698K 0.02%
13,237
+506
206
$692K 0.02%
8,649
-1,944
207
$685K 0.02%
32,880
+6,755
208
$682K 0.02%
22,124
-11,384
209
$680K 0.02%
+6,935
210
$662K 0.02%
34,644
-4,062
211
$658K 0.02%
+26,604
212
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7,057
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213
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7,750
-5,900
214
$642K 0.02%
97,480
-7,280
215
$642K 0.02%
32,055
-1,575
216
$634K 0.02%
1,298
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217
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10,007
-76
218
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25,503
-50
219
$628K 0.02%
11,000
-27,196
220
$624K 0.02%
33,770
221
$616K 0.02%
3,099
-161
222
$606K 0.02%
13,045
+10
223
$604K 0.02%
4,315
-4
224
$596K 0.02%
2,986
-987
225
$582K 0.02%
21,745
7 8
9
10 11