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
$5.34B
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$6.89M
3
+$6.29M
4
CVX icon
Chevron
CVX
+$5.42M
5
AZO icon
AutoZone
AZO
+$4.94M

Top Sells

1
+$26.3M
2
+$7.87M
3
+$5.81M
4
MS icon
Morgan Stanley
MS
+$5.61M
5
ROP icon
Roper Technologies
ROP
+$5.24M

Sector Composition

1 Technology 24.89%
2 Financials 16.39%
3 Consumer Discretionary 15.18%
4 Healthcare 10.5%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$351K 0.01%
5,177
+1,759
302
$349K 0.01%
14,000
303
$349K 0.01%
4,072
304
$344K 0.01%
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-125
305
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306
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7,216
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307
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2,810
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308
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2,661
309
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310
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311
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1,378
312
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11,217
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313
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315
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2,500
316
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317
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318
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319
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20,000
320
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200
321
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322
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+2,800
323
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2,261
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324
$289K 0.01%
8,975
325
$289K 0.01%
1,615
-50
11 12
13
14 15