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
1
$177M 4.76%
2,404,960
-53,344
2
$159M 4.29%
1,011,002
-5,426
3
$143M 3.85%
479,304
-6,431
4
$113M 3.03%
346,405
+22
5
$112M 3.02%
1,214,820
+22,540
6
$111M 3%
378,612
+226
7
$99M 2.67%
1,769,150
+64,726
8
$97.6M 2.63%
446,981
+2,507
9
$97.3M 2.62%
423,510
+4,063
10
$93M 2.5%
1,516,651
-2,070
11
$85.7M 2.31%
407,019
+1,042
12
$80.2M 2.16%
1,312,914
+1,646
13
$75.4M 2.03%
1,128,220
-3,020
14
$70.9M 1.91%
575,679
+954
15
$70.2M 1.89%
58,963
-41
16
$68.7M 1.85%
193,821
+362
17
$68.4M 1.84%
207,335
+988
18
$67.8M 1.83%
435,409
+5,770
19
$65.1M 1.75%
487,289
+60,688
20
$65M 1.75%
747,952
+22,818
21
$64.2M 1.73%
283,317
+4,200
22
$59.2M 1.6%
1,158,965
+10,737
23
$57.8M 1.56%
863,000
+16,260
24
$57.3M 1.54%
565,840
+10,298
25
$56.5M 1.52%
440,358
-434
1
2 3 4 5