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
$5.34B
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
276
$484K 0.01%
4,688
-1
277
$480K 0.01%
2,142
+1,183
278
$479K 0.01%
10,728
-3,228
279
$471K 0.01%
681
280
$470K 0.01%
6,890
281
$463K 0.01%
+23,058
282
$457K 0.01%
1,444
283
$455K 0.01%
2,274
-246
284
$455K 0.01%
1,670
285
$445K 0.01%
14,471
-448
286
$442K 0.01%
2,235
287
$438K 0.01%
2,435
-203
288
$429K 0.01%
15,012
+725
289
$414K 0.01%
22,500
-11
290
$405K 0.01%
7,862
-409
291
$402K 0.01%
12,000
-38,156
292
$398K 0.01%
4,500
293
$387K 0.01%
7,370
-499,915
294
$386K 0.01%
10,775
-150
295
$381K 0.01%
928
296
$380K 0.01%
828
297
$378K 0.01%
5,232
298
$375K 0.01%
3,342
299
$369K 0.01%
3,051
-791
300
$357K 0.01%
1,082
-56
10 11
12
13 14