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
$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 15.51%
3 Financials 15.32%
4 Healthcare 12.32%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$540K 0.01%
2,593
+66
277
$532K 0.01%
7,519
-1,460
278
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4,664
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279
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280
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281
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282
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3,461
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283
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284
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285
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286
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287
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288
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289
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9,126
290
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291
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292
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293
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4,363
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294
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295
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296
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6,013
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297
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5,410
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298
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+8,293
299
$469K 0.01%
1,617
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300
$459K 0.01%
21,017
-8,469
10 11
12
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