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
$6.15B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$3.8M
3
+$3M
4
BBY icon
Best Buy
BBY
+$2.78M
5
STZ icon
Constellation Brands
STZ
+$2.12M

Top Sells

1
+$25.2M
2
+$5.7M
3
+$4.67M
4
AAPL icon
Apple
AAPL
+$4.04M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 15.53%
3 Financials 15.26%
4 Healthcare 11.85%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$368K 0.01%
3,968
-179
327
$359K 0.01%
3,203
328
$356K 0.01%
1,622
-31
329
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330
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331
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332
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333
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334
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335
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35,000
336
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337
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338
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339
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340
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341
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342
$326K 0.01%
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343
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344
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345
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346
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347
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348
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349
$313K 0.01%
3,886
350
$313K 0.01%
7,503
-166
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15 16