EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.13M
3
+$3.05M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.13M
5
CLB icon
Core Laboratories
CLB
+$1.98M

Top Sells

1
+$11.4M
2
+$8.43M
3
+$8.07M
4
AZO icon
AutoZone
AZO
+$4.24M
5
CE icon
Celanese
CE
+$4.2M

Sector Composition

1 Technology 18.5%
2 Financials 16.35%
3 Consumer Discretionary 13.85%
4 Healthcare 11.27%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$409K 0.02%
13,518
-1,500
277
$406K 0.02%
6,600
278
$398K 0.01%
3,058
279
$398K 0.01%
6,045
280
$392K 0.01%
20,000
281
$391K 0.01%
4,476
282
$387K 0.01%
36,402
283
$384K 0.01%
3,145
+15
284
$376K 0.01%
+8,647
285
$366K 0.01%
2,500
-1,500
286
$361K 0.01%
7,368
287
$359K 0.01%
9,020
288
$351K 0.01%
10,974
-115
289
$346K 0.01%
25,047
-5,000
290
$345K 0.01%
4,490
291
$342K 0.01%
7,119
292
$341K 0.01%
400
293
$339K 0.01%
6,086
294
$339K 0.01%
1,236
295
$336K 0.01%
26,775
296
$333K 0.01%
18,656
297
$333K 0.01%
17,543
298
$331K 0.01%
13,363
-100
299
$331K 0.01%
1,725
-75
300
$331K 0.01%
4,055
+200
10 11
12
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