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
$3.41B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$35.6M
3
+$13.8M
4
CE icon
Celanese
CE
+$2.68M
5
MS icon
Morgan Stanley
MS
+$2.37M

Top Sells

1
+$32.7M
2
+$25M
3
+$4.36M
4
AN icon
AutoNation
AN
+$3.55M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.17M

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 18.18%
3 Financials 16.43%
4 Healthcare 11.74%
5 Real Estate 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$371K 0.01%
8,192
-1,174
302
$368K 0.01%
13,340
+500
303
$368K 0.01%
13,699
304
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1,233
+96
305
$366K 0.01%
2,500
-20
306
$361K 0.01%
5,286
307
$356K 0.01%
3,818
+1,013
308
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309
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1,474
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310
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2,171
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311
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8,496
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312
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41,841
313
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18,841
314
$345K 0.01%
5,555
-2,810
315
$338K 0.01%
6,637
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316
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317
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318
$334K 0.01%
76,680
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319
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2,630
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11,846
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321
$325K 0.01%
8,975
322
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1,912
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323
$323K 0.01%
5,056
324
$323K 0.01%
3,864
-229
325
$322K 0.01%
2,587
-44
11 12
13
14 15