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
$4.63B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.44M
3
+$3.87M
4
BBY icon
Best Buy
BBY
+$3.84M
5
AMZN icon
Amazon
AMZN
+$3.73M

Top Sells

1
+$3.88M
2
+$3.18M
3
+$2.68M
4
CVX icon
Chevron
CVX
+$2.29M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.65M

Sector Composition

1 Technology 28.06%
2 Consumer Discretionary 15.51%
3 Financials 15.32%
4 Healthcare 12.32%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$458K 0.01%
3,281
+737
302
$457K 0.01%
+8,879
303
$451K 0.01%
+2,125
304
$440K 0.01%
12,047
-5,320
305
$438K 0.01%
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306
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3,096
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307
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8,820
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308
$427K 0.01%
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309
$415K 0.01%
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310
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26,294
311
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312
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313
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314
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315
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3,625
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316
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15,000
317
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319
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320
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321
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322
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2,859
323
$379K 0.01%
13,171
324
$378K 0.01%
+1,688
325
$377K 0.01%
7,000
11 12
13
14 15