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
$6.67B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$13M
3
+$6.65M
4
STZ icon
Constellation Brands
STZ
+$3.79M
5
ANSS
Ansys
ANSS
+$3.46M

Top Sells

1
+$43M
2
+$42.4M
3
+$13.8M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$11.8M
5
TJX icon
TJX Companies
TJX
+$8.09M

Sector Composition

1 Technology 25.42%
2 Financials 17.81%
3 Consumer Discretionary 14.84%
4 Healthcare 9.63%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$334K 0.01%
659
327
$332K 0.01%
4,140
328
$331K 0.01%
736
329
$331K 0.01%
4,460
330
$327K ﹤0.01%
6,922
331
$327K ﹤0.01%
2,207
332
$321K ﹤0.01%
4,000
333
$319K ﹤0.01%
3,653
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334
$319K ﹤0.01%
2,885
-100
335
$318K ﹤0.01%
203
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336
$316K ﹤0.01%
6,250
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337
$313K ﹤0.01%
4,161
338
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13,031
+3,721
339
$305K ﹤0.01%
+6,000
340
$304K ﹤0.01%
825
341
$300K ﹤0.01%
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342
$298K ﹤0.01%
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343
$298K ﹤0.01%
4,360
344
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+1,143
345
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9,050
346
$292K ﹤0.01%
4,663
-1,252
347
$292K ﹤0.01%
1,880
348
$290K ﹤0.01%
1,513
349
$288K ﹤0.01%
3,225
350
$285K ﹤0.01%
1,015
-9
12 13
14
15 16