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
$3.74B
AUM Growth
+$710M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$43.7M
2
+$10.1M
3
+$8.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.1M
5
SSNC icon
SS&C Technologies
SSNC
+$3.24M

Top Sells

1
+$52M
2
+$7.31M
3
+$4.39M
4
CBRE icon
CBRE Group
CBRE
+$3.64M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Sector Composition

1 Technology 27.77%
2 Consumer Discretionary 16.44%
3 Financials 14.06%
4 Healthcare 12.71%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$253K 0.01%
3,600
-259
327
$253K 0.01%
5,012
-1,665
328
$253K 0.01%
2,385
-450
329
$252K 0.01%
+6,799
330
$252K 0.01%
+4,550
331
$245K 0.01%
8,647
332
$245K 0.01%
2,578
333
$244K 0.01%
+954
334
$242K 0.01%
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-1,000
335
$241K 0.01%
+6,000
336
$236K 0.01%
+4,584
337
$234K 0.01%
4,873
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338
$233K 0.01%
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-150
339
$233K 0.01%
4,060
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340
$233K 0.01%
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341
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+2,071
342
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343
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344
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1,214
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345
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346
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347
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+17,622
348
$217K 0.01%
24,007
-16,402
349
$216K 0.01%
+3,200
350
$216K 0.01%
+4,110
12 13
14
15 16