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
1
$125M 3.99%
2,211,900
-62,568
2
$113M 3.62%
1,129,780
-3,060
3
$113M 3.62%
508,166
-5,110
4
$111M 3.56%
974,849
-19,028
5
$96.2M 3.08%
361,569
-1,512
6
$81.7M 2.61%
394,603
-3,578
7
$80.5M 2.58%
330,005
-74
8
$69.1M 2.21%
1,233,778
-22,050
9
$68.4M 2.19%
401,887
+39,847
10
$65.3M 2.09%
1,094,220
+6,360
11
$64.2M 2.05%
442,073
-1,925
12
$63M 2.01%
1,428,491
-30,594
13
$60.2M 1.93%
1,581,890
+21,880
14
$56.4M 1.8%
494,566
+1,672
15
$54.9M 1.75%
185,233
+730
16
$54.5M 1.74%
407,484
-192
17
$51M 1.63%
188,934
-13,628
18
$47.9M 1.53%
223,933
+3,051
19
$47.7M 1.52%
270,643
+2,790
20
$47.4M 1.52%
711,942
+1,008
21
$47.3M 1.51%
784,540
+4,380
22
$45.8M 1.46%
97,203
+2,129
23
$44.9M 1.44%
57,925
-155
24
$44.3M 1.42%
1,372,296
-13,350
25
$44.1M 1.41%
826,138
+40,108
1
2 3 4 5