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
$5.34B
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$6.89M
3
+$6.29M
4
CVX icon
Chevron
CVX
+$5.42M
5
AZO icon
AutoZone
AZO
+$4.94M

Top Sells

1
+$26.3M
2
+$7.87M
3
+$5.81M
4
MS icon
Morgan Stanley
MS
+$5.61M
5
ROP icon
Roper Technologies
ROP
+$5.24M

Sector Composition

1 Technology 24.89%
2 Financials 16.39%
3 Consumer Discretionary 15.18%
4 Healthcare 10.5%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$832K 0.02%
17,782
227
$811K 0.02%
3,696
228
$801K 0.02%
3,754
+982
229
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8,384
-15
230
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6,923
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231
$746K 0.01%
4,928
232
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2,801
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233
$735K 0.01%
3,732
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234
$729K 0.01%
45,438
235
$729K 0.01%
4,184
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236
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2,482
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237
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238
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239
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6,477
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240
$657K 0.01%
17,933
241
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20,380
-7,655
242
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243
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245
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16,848
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246
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247
$625K 0.01%
12,550
248
$617K 0.01%
4,354
+2,960
249
$613K 0.01%
10,589
+260
250
$608K 0.01%
18,083
-7,214
8 9
10
11 12