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
$6.15B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$3.8M
3
+$3M
4
BBY icon
Best Buy
BBY
+$2.78M
5
STZ icon
Constellation Brands
STZ
+$2.12M

Top Sells

1
+$25.2M
2
+$5.7M
3
+$4.67M
4
AAPL icon
Apple
AAPL
+$4.04M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 15.53%
3 Financials 15.26%
4 Healthcare 11.85%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$449K 0.01%
1,651
302
$449K 0.01%
15,768
-2,268
303
$444K 0.01%
12,304
304
$439K 0.01%
2,698
305
$436K 0.01%
7,687
-2,500
306
$432K 0.01%
2,375
-600
307
$424K 0.01%
3,442
308
$419K 0.01%
3,236
309
$419K 0.01%
5,000
310
$417K 0.01%
1,230
311
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1,655
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312
$400K 0.01%
4,000
313
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314
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3,418
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315
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316
$390K 0.01%
3,487
317
$384K 0.01%
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318
$383K 0.01%
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319
$382K 0.01%
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320
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8,111
321
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322
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1,280
323
$375K 0.01%
15,000
324
$370K 0.01%
11,187
325
$368K 0.01%
3,140
+60
11 12
13
14 15