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
$5.45B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.98M
3
+$5.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
5
EOG icon
EOG Resources
EOG
+$3.48M

Top Sells

1
+$8.03M
2
+$7.46M
3
+$5.68M
4
CBRE icon
CBRE Group
CBRE
+$5.38M
5
BLDR icon
Builders FirstSource
BLDR
+$4.3M

Sector Composition

1 Technology 26.3%
2 Financials 15.88%
3 Consumer Discretionary 14.43%
4 Healthcare 10.61%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$866K 0.02%
35,301
227
$853K 0.02%
3,763
+6
228
$852K 0.02%
13,049
-48
229
$837K 0.02%
10,000
230
$832K 0.02%
3,696
231
$829K 0.02%
17,782
232
$825K 0.02%
18,098
-1,004
233
$815K 0.01%
8,399
234
$810K 0.01%
11,338
-36
235
$807K 0.01%
6,641
+1,000
236
$806K 0.01%
4,115
-125
237
$762K 0.01%
9,934
-774
238
$758K 0.01%
9,114
+800
239
$731K 0.01%
12,550
240
$723K 0.01%
13,956
-2,732
241
$703K 0.01%
2,837
-1,263
242
$697K 0.01%
2,027
243
$692K 0.01%
1,815
244
$689K 0.01%
2,456
-9
245
$672K 0.01%
45,438
246
$655K 0.01%
3,979
-315
247
$637K 0.01%
10,329
+386
248
$630K 0.01%
8,615
-1,950
249
$620K 0.01%
2,305
-270
250
$617K 0.01%
22,511
8 9
10
11 12