EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$42.9M
3
+$42.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.8M
5
TJX icon
TJX Companies
TJX
+$32.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 11.5%
3 Energy 11.31%
4 Healthcare 10.99%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$298K 0.02%
+6,514
352
$295K 0.02%
+6,767
353
$292K 0.02%
+6,361
354
$289K 0.02%
+8,390
355
$287K 0.02%
+500
356
$284K 0.02%
+30,000
357
$279K 0.02%
+7,000
358
$279K 0.02%
+11,263
359
$279K 0.02%
+6,000
360
$277K 0.02%
+4,000
361
$273K 0.02%
+1,743
362
$270K 0.02%
+5,549
363
$269K 0.02%
+5,996
364
$266K 0.02%
+5,933
365
$265K 0.02%
+4,854
366
$263K 0.01%
+2,500
367
$262K 0.01%
+4,158
368
$261K 0.01%
+2,163
369
$257K 0.01%
+26,036
370
$256K 0.01%
+12,350
371
$256K 0.01%
+4,700
372
$252K 0.01%
+11,913
373
$251K 0.01%
+1,650
374
$250K 0.01%
+2,625
375
$246K 0.01%
+7,636
13 14
15
16 17