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
$5.45B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.98M
3
+$5.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
5
EOG icon
EOG Resources
EOG
+$3.48M

Top Sells

1
+$8.03M
2
+$7.46M
3
+$5.68M
4
CBRE icon
CBRE Group
CBRE
+$5.38M
5
BLDR icon
Builders FirstSource
BLDR
+$4.3M

Sector Composition

1 Technology 26.3%
2 Financials 15.88%
3 Consumer Discretionary 14.43%
4 Healthcare 10.61%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$516K 0.01%
2,282
-300
277
$509K 0.01%
14,919
-863
278
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2,638
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279
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31,823
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280
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281
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4,689
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282
$490K 0.01%
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283
$489K 0.01%
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284
$487K 0.01%
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285
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286
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287
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288
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22,786
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289
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290
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291
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293
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14,287
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294
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3,530
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295
$428K 0.01%
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296
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297
$403K 0.01%
4,784
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298
$402K 0.01%
828
299
$392K 0.01%
5,232
300
$391K 0.01%
4,500
-796
10 11
12
13 14