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
276
$512K 0.03%
+22,665
277
$510K 0.03%
+8,720
278
$501K 0.03%
+20,900
279
$500K 0.03%
+5,911
280
$498K 0.03%
+30,000
281
$490K 0.03%
+8,391
282
$486K 0.03%
+5,206
283
$486K 0.03%
+12,327
284
$478K 0.03%
+7,241
285
$476K 0.03%
+9,500
286
$475K 0.03%
+19,093
287
$473K 0.03%
+7,407
288
$460K 0.03%
+22,949
289
$455K 0.03%
+12,106
290
$453K 0.03%
+17,397
291
$450K 0.03%
+11,268
292
$448K 0.03%
+24,408
293
$443K 0.03%
+45,584
294
$441K 0.03%
+13,375
295
$428K 0.02%
+9,560
296
$426K 0.02%
+10,200
297
$424K 0.02%
+33,015
298
$424K 0.02%
+45,000
299
$424K 0.02%
+10,517
300
$418K 0.02%
+5,390
10 11
12
13 14