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
$5.45B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.98M
3
+$5.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
5
EOG icon
EOG Resources
EOG
+$3.48M

Top Sells

1
+$8.03M
2
+$7.46M
3
+$5.68M
4
CBRE icon
CBRE Group
CBRE
+$5.38M
5
BLDR icon
Builders FirstSource
BLDR
+$4.3M

Sector Composition

1 Technology 26.3%
2 Financials 15.88%
3 Consumer Discretionary 14.43%
4 Healthcare 10.61%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$388K 0.01%
1,555
-13
302
$383K 0.01%
5,564
+1,294
303
$381K 0.01%
146,676
304
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1,570
305
$378K 0.01%
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306
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3,309
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307
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2,661
308
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309
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310
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311
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312
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8,115
313
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314
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315
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316
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318
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322
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14,000
324
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10,925
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325
$314K 0.01%
5,482
-104
11 12
13
14 15