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
$6.15B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$3.8M
3
+$3M
4
BBY icon
Best Buy
BBY
+$2.78M
5
STZ icon
Constellation Brands
STZ
+$2.12M

Top Sells

1
+$25.2M
2
+$5.7M
3
+$4.67M
4
AAPL icon
Apple
AAPL
+$4.04M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 15.53%
3 Financials 15.26%
4 Healthcare 11.85%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$310K 0.01%
20,052
+975
352
$309K 0.01%
1,096
+36
353
$309K 0.01%
1,417
354
$308K 0.01%
1,364
355
$306K 0.01%
2,797
356
$304K ﹤0.01%
3,028
-126
357
$300K ﹤0.01%
1,555
358
$296K ﹤0.01%
1,858
359
$295K ﹤0.01%
6,229
-2,777
360
$295K ﹤0.01%
10,182
361
$295K ﹤0.01%
2,545
-62
362
$292K ﹤0.01%
3,411
363
$291K ﹤0.01%
14,000
364
$287K ﹤0.01%
1,568
-480
365
$286K ﹤0.01%
4,039
-835
366
$286K ﹤0.01%
6,000
367
$285K ﹤0.01%
1,344
368
$283K ﹤0.01%
8,647
369
$283K ﹤0.01%
2,190
370
$282K ﹤0.01%
17,543
371
$280K ﹤0.01%
6,897
-855
372
$278K ﹤0.01%
21,225
373
$276K ﹤0.01%
2,976
374
$275K ﹤0.01%
1,636
375
$273K ﹤0.01%
2,960
13 14
15
16 17