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
$5.65B
AUM Growth
-$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.99M
3
+$6.73M
4
AMT icon
American Tower
AMT
+$5.62M
5
BWA icon
BorgWarner
BWA
+$5.27M

Top Sells

1
+$40.4M
2
+$24.6M
3
+$23.7M
4
AAPL icon
Apple
AAPL
+$4.69M
5
WMT icon
Walmart
WMT
+$2.42M

Sector Composition

1 Technology 24.87%
2 Financials 16.4%
3 Consumer Discretionary 14.98%
4 Healthcare 12.07%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$427K 0.01%
3,342
-100
302
$426K 0.01%
2,698
303
$423K 0.01%
1,512
304
$421K 0.01%
8,975
305
$419K 0.01%
5,426
-94
306
$419K 0.01%
+1,088
307
$416K 0.01%
4,039
308
$416K 0.01%
1,594
-28
309
$406K 0.01%
3,716
+2,262
310
$401K 0.01%
1,654
+3
311
$381K 0.01%
846
312
$370K 0.01%
2,390
313
$368K 0.01%
2,661
-140
314
$366K 0.01%
4,757
315
$365K 0.01%
14,000
316
$365K 0.01%
7,503
317
$363K 0.01%
8,293
318
$361K 0.01%
3,064
-172
319
$359K 0.01%
1,891
+40
320
$359K 0.01%
11,187
321
$359K 0.01%
2,741
-259
322
$359K 0.01%
3,203
323
$358K 0.01%
6,229
324
$353K 0.01%
3,140
325
$351K 0.01%
681
-58
11 12
13
14 15