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
$4.63B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.44M
3
+$3.87M
4
BBY icon
Best Buy
BBY
+$3.84M
5
AMZN icon
Amazon
AMZN
+$3.73M

Top Sells

1
+$3.88M
2
+$3.18M
3
+$2.68M
4
CVX icon
Chevron
CVX
+$2.29M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.65M

Sector Composition

1 Technology 28.06%
2 Consumer Discretionary 15.51%
3 Financials 15.32%
4 Healthcare 12.32%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$900K 0.02%
33,770
227
$900K 0.02%
12,429
-254
228
$883K 0.02%
+7,500
229
$881K 0.02%
12,106
-4
230
$872K 0.02%
6,161
+1,960
231
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+10,386
232
$826K 0.02%
3,694
-3,342
233
$816K 0.02%
+249
234
$803K 0.02%
6,110
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235
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2,978
+279
236
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11,198
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237
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238
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239
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3,423
-16
240
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10,158
-1,054
241
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242
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243
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244
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245
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325
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246
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8,517
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247
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17,715
-2,168
248
$704K 0.02%
3,714
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249
$692K 0.01%
+36,905
250
$686K 0.01%
17,782
8 9
10
11 12