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
$5.46B
AUM Growth
+$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$11.7M
3
+$8.21M
4
FIS icon
Fidelity National Information Services
FIS
+$7.49M
5
BBY icon
Best Buy
BBY
+$6.9M

Top Sells

1
+$73.7M
2
+$35M
3
+$10.9M
4
DAL icon
Delta Air Lines
DAL
+$4.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.18M

Sector Composition

1 Technology 27.23%
2 Financials 15.77%
3 Consumer Discretionary 14.92%
4 Healthcare 11.46%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$390K 0.01%
4,319
-42
327
$390K 0.01%
26,294
328
$380K 0.01%
8,111
329
$377K 0.01%
2,607
-1,242
330
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11,147
-2,024
331
$375K 0.01%
2,872
-148
332
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+21,500
333
$374K 0.01%
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334
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839
335
$358K 0.01%
1,651
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336
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7,170
337
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338
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35,000
339
$350K 0.01%
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340
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341
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342
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345
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346
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3,236
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347
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348
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1,364
349
$333K 0.01%
8,647
-13
350
$333K 0.01%
5,566
+2,100
12 13
14
15 16