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
$6.67B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$13M
3
+$6.65M
4
STZ icon
Constellation Brands
STZ
+$3.79M
5
ANSS
Ansys
ANSS
+$3.46M

Top Sells

1
+$43M
2
+$42.4M
3
+$13.8M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$11.8M
5
TJX icon
TJX Companies
TJX
+$8.09M

Sector Composition

1 Technology 25.42%
2 Financials 17.81%
3 Consumer Discretionary 14.84%
4 Healthcare 9.63%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$511K 0.01%
4,702
277
$511K 0.01%
7,181
-3,408
278
$510K 0.01%
3,981
279
$502K 0.01%
1,685
280
$500K 0.01%
1,065
281
$499K 0.01%
928
282
$488K 0.01%
13,500
+5,815
283
$484K 0.01%
11,546
+2,136
284
$468K 0.01%
2,618
285
$467K 0.01%
2,865
-1,900
286
$456K 0.01%
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-5
287
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19,435
-1,301
288
$438K 0.01%
8,975
289
$438K 0.01%
+10,988
290
$437K 0.01%
540
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291
$436K 0.01%
1,720
292
$424K 0.01%
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293
$419K 0.01%
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294
$417K 0.01%
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295
$416K 0.01%
3,330
296
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2,142
297
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3,499
298
$406K 0.01%
10,693
-1,300
299
$405K 0.01%
2,359
-62
300
$402K 0.01%
+12,476
10 11
12
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