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
$6.15B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$3.8M
3
+$3M
4
BBY icon
Best Buy
BBY
+$2.78M
5
STZ icon
Constellation Brands
STZ
+$2.12M

Top Sells

1
+$25.2M
2
+$5.7M
3
+$4.67M
4
AAPL icon
Apple
AAPL
+$4.04M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 15.53%
3 Financials 15.26%
4 Healthcare 11.85%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$968K 0.02%
28,180
-1,385
227
$956K 0.02%
13,190
-200
228
$944K 0.02%
3,367
229
$941K 0.02%
12,210
230
$911K 0.01%
4,364
231
$908K 0.01%
12,409
232
$903K 0.01%
3,710
-4
233
$901K 0.01%
3,248
+125
234
$894K 0.01%
6,745
+749
235
$893K 0.01%
5,266
236
$888K 0.01%
+30,000
237
$888K 0.01%
17,035
238
$878K 0.01%
8,174
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239
$874K 0.01%
10,247
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240
$872K 0.01%
2,543
-145
241
$867K 0.01%
17,782
242
$864K 0.01%
40,110
-8,459
243
$861K 0.01%
70,000
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244
$853K 0.01%
4,514
245
$848K 0.01%
22,858
246
$844K 0.01%
10,000
247
$821K 0.01%
3,044
248
$819K 0.01%
1,296
-45
249
$814K 0.01%
31,550
+2,450
250
$791K 0.01%
16,690
-1,500
8 9
10
11 12