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
$3.41B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$35.6M
3
+$13.8M
4
CE icon
Celanese
CE
+$2.68M
5
MS icon
Morgan Stanley
MS
+$2.37M

Top Sells

1
+$32.7M
2
+$25M
3
+$4.36M
4
AN icon
AutoNation
AN
+$3.55M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.17M

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 18.18%
3 Financials 16.43%
4 Healthcare 11.74%
5 Real Estate 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$322K 0.01%
1,163
-203
327
$321K 0.01%
22,267
328
$321K 0.01%
6,687
+14
329
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330
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331
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332
$318K 0.01%
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333
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334
$314K 0.01%
6,092
-269
335
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10,725
-2,189
336
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6,160
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337
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338
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6,799
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339
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-7,213
340
$300K 0.01%
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341
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342
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343
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344
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345
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346
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5,682
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347
$289K 0.01%
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348
$283K 0.01%
+2,923
349
$275K 0.01%
4,000
350
$274K 0.01%
5,824
-313
12 13
14
15 16