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
$3.41B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$35.6M
3
+$13.8M
4
CE icon
Celanese
CE
+$2.68M
5
MS icon
Morgan Stanley
MS
+$2.37M

Top Sells

1
+$32.7M
2
+$25M
3
+$4.36M
4
AN icon
AutoNation
AN
+$3.55M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.17M

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 18.18%
3 Financials 16.43%
4 Healthcare 11.74%
5 Real Estate 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$273K 0.01%
1,717
-78
352
$273K 0.01%
3,675
-4,806
353
$272K 0.01%
+15,580
354
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710
355
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+4,969
356
$257K 0.01%
1,290
-65
357
$257K 0.01%
4,499
-326
358
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+2,242
359
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5,695
-225
360
$248K 0.01%
2,985
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361
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362
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363
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364
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365
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366
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367
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368
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369
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370
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4,000
371
$224K 0.01%
17,543
372
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1,855
373
$223K 0.01%
+14,570
374
$220K 0.01%
10,667
375
$218K 0.01%
9,214
-1,520
13 14
15
16 17