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
$4.63B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.44M
3
+$3.87M
4
BBY icon
Best Buy
BBY
+$3.84M
5
AMZN icon
Amazon
AMZN
+$3.73M

Top Sells

1
+$3.88M
2
+$3.18M
3
+$2.68M
4
CVX icon
Chevron
CVX
+$2.29M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.65M

Sector Composition

1 Technology 28.06%
2 Consumer Discretionary 15.51%
3 Financials 15.32%
4 Healthcare 12.32%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$315K 0.01%
+2,017
352
$311K 0.01%
3,409
-1,371
353
$310K 0.01%
8,647
354
$308K 0.01%
9,034
+182
355
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143,138
356
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4,177
+24
357
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2,509
-22
358
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4,057
359
$295K 0.01%
4,000
360
$294K 0.01%
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361
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362
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4,164
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363
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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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371
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372
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373
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4,017
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374
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3,200
375
$271K 0.01%
4,434
-294
13 14
15
16 17