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
$2.69B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.13M
3
+$3.05M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.13M
5
CLB icon
Core Laboratories
CLB
+$1.98M

Top Sells

1
+$11.4M
2
+$8.43M
3
+$8.07M
4
AZO icon
AutoZone
AZO
+$4.24M
5
CE icon
Celanese
CE
+$4.2M

Sector Composition

1 Technology 18.5%
2 Financials 16.35%
3 Consumer Discretionary 13.85%
4 Healthcare 11.27%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$218K 0.01%
3,700
-150
352
$217K 0.01%
4,300
353
$216K 0.01%
4,566
-300
354
$216K 0.01%
4,316
355
$213K 0.01%
3,800
-200
356
$213K 0.01%
2,895
+1,235
357
$212K 0.01%
3,729
358
$211K 0.01%
3,280
359
$209K 0.01%
3,855
-24,130
360
$206K 0.01%
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361
$205K 0.01%
2,299
362
$204K 0.01%
6,435
363
$200K 0.01%
4,860
364
$197K 0.01%
11,612
-1,579
365
$193K 0.01%
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-440
366
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2,300
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367
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369
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2,101
-1,233
370
$191K 0.01%
8,978
371
$190K 0.01%
3,002
372
$190K 0.01%
5,000
373
$189K 0.01%
3,700
374
$188K 0.01%
1,882
-440
375
$188K 0.01%
614
13 14
15
16 17