EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$42.9M
3
+$42.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.8M
5
TJX icon
TJX Companies
TJX
+$32.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 11.5%
3 Energy 11.31%
4 Healthcare 10.99%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$358K 0.02%
+15,000
327
$357K 0.02%
+4,216
328
$356K 0.02%
+12,916
329
$356K 0.02%
+19,000
330
$355K 0.02%
+7,300
331
$352K 0.02%
+9,367
332
$347K 0.02%
+10,300
333
$346K 0.02%
+3,976
334
$342K 0.02%
+3,760
335
$341K 0.02%
+646
336
$340K 0.02%
+3,075
337
$336K 0.02%
+13,650
338
$330K 0.02%
+74,700
339
$327K 0.02%
+4,519
340
$327K 0.02%
+7,100
341
$326K 0.02%
+3,800
342
$325K 0.02%
+4,200
343
$325K 0.02%
+4,463
344
$323K 0.02%
+28,248
345
$318K 0.02%
+4,800
346
$316K 0.02%
+8,050
347
$315K 0.02%
+18,413
348
$308K 0.02%
+5,898
349
$305K 0.02%
+1,985
350
$303K 0.02%
+3,400
12 13
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15 16