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
$5.34B
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$6.89M
3
+$6.29M
4
CVX icon
Chevron
CVX
+$5.42M
5
AZO icon
AutoZone
AZO
+$4.94M

Top Sells

1
+$26.3M
2
+$7.87M
3
+$5.81M
4
MS icon
Morgan Stanley
MS
+$5.61M
5
ROP icon
Roper Technologies
ROP
+$5.24M

Sector Composition

1 Technology 24.89%
2 Financials 16.39%
3 Consumer Discretionary 15.18%
4 Healthcare 10.5%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$285K 0.01%
6,116
327
$283K 0.01%
1,503
328
$283K 0.01%
5,071
329
$280K 0.01%
1,956
330
$279K 0.01%
3,749
+73
331
$278K 0.01%
3,619
-627
332
$277K 0.01%
7,989
+819
333
$276K 0.01%
+26,850
334
$275K 0.01%
3,450
335
$274K 0.01%
2,728
336
$273K 0.01%
1,104
337
$272K 0.01%
11,523
-1,368
338
$271K 0.01%
4,330
339
$271K 0.01%
2,552
-108
340
$271K 0.01%
+1,334
341
$269K 0.01%
3,600
342
$269K 0.01%
1,370
-200
343
$267K 0.01%
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344
$266K 0.01%
5,342
345
$256K ﹤0.01%
3,449
346
$256K ﹤0.01%
5,101
347
$254K ﹤0.01%
3,488
-22
348
$254K ﹤0.01%
4,313
349
$253K ﹤0.01%
2,275
-347
350
$253K ﹤0.01%
2,253
+44
12 13
14
15 16