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
$1.77B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$42.9M
3
+$42.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.8M
5
TJX icon
TJX Companies
TJX
+$32.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 11.5%
3 Energy 11.31%
4 Healthcare 10.99%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$644K 0.04%
+8,950
252
$639K 0.04%
+10,357
253
$639K 0.04%
+18,890
254
$623K 0.04%
+13,617
255
$620K 0.04%
+7,723
256
$607K 0.03%
+17,800
257
$601K 0.03%
+9,850
258
$598K 0.03%
+20,977
259
$595K 0.03%
+6,020
260
$594K 0.03%
+5,794
261
$573K 0.03%
+20,000
262
$563K 0.03%
+7,427
263
$562K 0.03%
+6,955
264
$560K 0.03%
+14,940
265
$556K 0.03%
+7,580
266
$552K 0.03%
+10,000
267
$551K 0.03%
+22,262
268
$547K 0.03%
+11,322
269
$541K 0.03%
+15,400
270
$537K 0.03%
+12,300
271
$530K 0.03%
+3,500
272
$527K 0.03%
+31,810
273
$526K 0.03%
+8,117
274
$522K 0.03%
+9,355
275
$515K 0.03%
+20,907
9 10
11
12 13