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
$3.41B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$35.6M
3
+$13.8M
4
CE icon
Celanese
CE
+$2.68M
5
MS icon
Morgan Stanley
MS
+$2.37M

Top Sells

1
+$32.7M
2
+$25M
3
+$4.36M
4
AN icon
AutoNation
AN
+$3.55M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.17M

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 18.18%
3 Financials 16.43%
4 Healthcare 11.74%
5 Real Estate 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$625K 0.02%
6,747
252
$621K 0.02%
4,300
-22
253
$621K 0.02%
12,853
254
$605K 0.02%
6,735
-100
255
$603K 0.02%
5,395
-123
256
$603K 0.02%
8,770
+275
257
$593K 0.02%
13,714
-266
258
$592K 0.02%
14,538
-603
259
$587K 0.02%
20,583
+780
260
$587K 0.02%
15,725
-500
261
$578K 0.02%
48,800
262
$578K 0.02%
2,860
-460
263
$573K 0.02%
7,663
264
$561K 0.02%
1,078
-21
265
$556K 0.02%
3,296
+429
266
$556K 0.02%
15,000
267
$546K 0.02%
2,667
-150
268
$538K 0.02%
2,024
+146
269
$524K 0.02%
6,374
-100
270
$511K 0.02%
25,000
+10,000
271
$505K 0.01%
3,791
+342
272
$500K 0.01%
11,900
273
$489K 0.01%
6,581
+1,328
274
$483K 0.01%
1,901
-81
275
$482K 0.01%
6,528
+1,000
9 10
11
12 13