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
251
$607K 0.01%
1,086
+530
252
$601K 0.01%
195
-25
253
$599K 0.01%
1,722
+2
254
$598K 0.01%
35,301
255
$590K 0.01%
3,894
-85
256
$586K 0.01%
8,022
-1,092
257
$571K 0.01%
5,597
258
$570K 0.01%
25,330
259
$567K 0.01%
2,399
+117
260
$557K 0.01%
37,987
-7,013
261
$557K 0.01%
18,269
+1,651
262
$557K 0.01%
10,541
263
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2,160
264
$551K 0.01%
1,079
+21
265
$551K 0.01%
906
-1,314
266
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1,063
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267
$545K 0.01%
6,070
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268
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4,300
269
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12,397
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270
$506K 0.01%
1,784
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271
$502K 0.01%
4,672
272
$500K 0.01%
9,334
-1,000
273
$498K 0.01%
31,130
+19
274
$497K 0.01%
16,500
-12,500
275
$488K 0.01%
1,707
-55
9 10
11
12 13