EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$42.9M
3
+$42.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.8M
5
TJX icon
TJX Companies
TJX
+$32.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 11.5%
3 Energy 11.31%
4 Healthcare 10.99%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$816K 0.05%
+10,292
227
$812K 0.05%
+72,194
228
$786K 0.04%
+46,086
229
$783K 0.04%
+65,785
230
$773K 0.04%
+18,675
231
$769K 0.04%
+8,954
232
$765K 0.04%
+16,985
233
$761K 0.04%
+15,650
234
$755K 0.04%
+2,934
235
$748K 0.04%
+22,476
236
$743K 0.04%
+18,702
237
$739K 0.04%
+13,007
238
$731K 0.04%
+10,038
239
$722K 0.04%
+23,610
240
$715K 0.04%
+10,584
241
$700K 0.04%
+22,570
242
$695K 0.04%
+15,180
243
$694K 0.04%
+6,021
244
$687K 0.04%
+9,431
245
$686K 0.04%
+1,790
246
$678K 0.04%
+8,000
247
$672K 0.04%
+7,378
248
$669K 0.04%
+2,962
249
$660K 0.04%
+87,855
250
$645K 0.04%
+63,600
8 9
10
11 12