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
1
$161M 5.3%
1,019,288
+8,286
2
$148M 4.89%
2,334,432
-70,528
3
$118M 3.9%
1,211,860
-2,960
4
$115M 3.78%
474,657
-4,647
5
$99.6M 3.28%
351,106
+4,701
6
$96.5M 3.18%
387,136
+8,524
7
$92.5M 3.05%
424,610
+1,100
8
$87.4M 2.88%
468,033
+21,052
9
$77.9M 2.57%
1,708,783
-60,367
10
$67.2M 2.21%
411,320
+4,301
11
$66.8M 2.2%
209,863
+2,528
12
$65.6M 2.16%
1,127,620
-600
13
$63.4M 2.09%
1,326,938
+14,024
14
$61.7M 2.03%
781,405
+33,453
15
$61M 2.01%
195,765
+1,944
16
$57.8M 1.9%
1,531,920
+15,269
17
$54.9M 1.81%
169,516
-7,752
18
$52.5M 1.73%
287,273
+3,956
19
$52.3M 1.72%
61,770
+2,807
20
$51.2M 1.69%
880,580
+17,580
21
$47.7M 1.57%
576,115
+10,275
22
$47.4M 1.56%
107,655
+2,081
23
$46.8M 1.54%
419,432
-15,977
24
$45.2M 1.49%
452,120
+11,762
25
$43.3M 1.43%
589,719
+14,040
1
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