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
$5.46B
AUM Growth
+$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$11.7M
3
+$8.21M
4
FIS icon
Fidelity National Information Services
FIS
+$7.49M
5
BBY icon
Best Buy
BBY
+$6.9M

Top Sells

1
+$73.7M
2
+$35M
3
+$10.9M
4
DAL icon
Delta Air Lines
DAL
+$4.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.18M

Sector Composition

1 Technology 27.23%
2 Financials 15.79%
3 Consumer Discretionary 14.9%
4 Healthcare 11.46%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$995K 0.02%
12,090
-25
227
$991K 0.02%
7,076
-322
228
$988K 0.02%
4,572
-48
229
$974K 0.02%
2,763
-78
230
$959K 0.02%
10,586
231
$948K 0.02%
29,565
232
$945K 0.02%
3,694
233
$935K 0.02%
17,780
+65
234
$931K 0.02%
3,367
-19
235
$929K 0.02%
3,086
-373
236
$928K 0.02%
11,198
237
$927K 0.02%
6,014
238
$926K 0.02%
2,304
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239
$913K 0.02%
6,793
-19
240
$905K 0.02%
18,051
241
$895K 0.02%
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242
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267
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12,210
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245
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1,491
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246
$821K 0.02%
10,400
-48
247
$802K 0.01%
19,603
-126
248
$802K 0.01%
7,740
249
$789K 0.01%
17,782
250
$780K 0.01%
11,026
-1,122
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10
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