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
$3.41B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$35.6M
3
+$13.8M
4
CE icon
Celanese
CE
+$2.68M
5
MS icon
Morgan Stanley
MS
+$2.37M

Top Sells

1
+$32.7M
2
+$25M
3
+$4.36M
4
AN icon
AutoNation
AN
+$3.55M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.17M

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 18.18%
3 Financials 16.43%
4 Healthcare 11.74%
5 Real Estate 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$841K 0.02%
6,395
-345
227
$837K 0.02%
10,112
-31
228
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2,463
229
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230
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231
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33,770
232
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233
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234
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236
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237
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238
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239
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240
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241
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242
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244
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245
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246
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247
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248
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3,083
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249
$643K 0.02%
10,668
250
$629K 0.02%
7,019
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