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
$4.63B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.44M
3
+$3.87M
4
BBY icon
Best Buy
BBY
+$3.84M
5
AMZN icon
Amazon
AMZN
+$3.73M

Top Sells

1
+$3.88M
2
+$3.18M
3
+$2.68M
4
CVX icon
Chevron
CVX
+$2.29M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.65M

Sector Composition

1 Technology 28.06%
2 Consumer Discretionary 15.49%
3 Financials 15.34%
4 Healthcare 12.32%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$675K 0.01%
12,153
-28
252
$672K 0.01%
46,142
+9,885
253
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10,000
254
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255
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-17
256
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5,266
257
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1,349
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258
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2,117
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259
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2,488
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260
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261
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262
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263
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5,249
-3,690
264
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+2,692
265
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266
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24,400
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269
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+20,000
270
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264
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+25,000
272
$568K 0.01%
3,122
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273
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2,376
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274
$554K 0.01%
2,670
+104
275
$552K 0.01%
23,486
+1,287
9 10
11
12 13