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
$1.77B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$42.9M
3
+$42.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.8M
5
TJX icon
TJX Companies
TJX
+$32.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 11.5%
3 Energy 11.31%
4 Healthcare 10.99%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$417K 0.02%
+7,240
302
$416K 0.02%
+2,800
303
$416K 0.02%
+18,892
304
$415K 0.02%
+6,298
305
$408K 0.02%
+6,802
306
$403K 0.02%
+11,021
307
$403K 0.02%
+9,150
308
$402K 0.02%
+9,150
309
$398K 0.02%
+3,295
310
$396K 0.02%
+4,790
311
$392K 0.02%
+5,016
312
$390K 0.02%
+10,982
313
$389K 0.02%
+24,130
314
$388K 0.02%
+9,692
315
$388K 0.02%
+20,000
316
$385K 0.02%
+3,987
317
$383K 0.02%
+3,360
318
$380K 0.02%
+3,608
319
$380K 0.02%
+5,866
320
$377K 0.02%
+12,500
321
$372K 0.02%
+25,895
322
$371K 0.02%
+14,375
323
$370K 0.02%
+21,615
324
$362K 0.02%
+2,029
325
$359K 0.02%
+13,100
11 12
13
14 15