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
$5.65B
AUM Growth
-$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.99M
3
+$6.73M
4
AMT icon
American Tower
AMT
+$5.62M
5
BWA icon
BorgWarner
BWA
+$5.27M

Top Sells

1
+$40.4M
2
+$24.6M
3
+$23.7M
4
AAPL icon
Apple
AAPL
+$4.69M
5
WMT icon
Walmart
WMT
+$2.42M

Sector Composition

1 Technology 24.87%
2 Financials 16.4%
3 Consumer Discretionary 14.98%
4 Healthcare 12.07%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$301K 0.01%
3,449
352
$300K 0.01%
2,728
-300
353
$299K 0.01%
8,049
354
$297K 0.01%
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355
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2,295
-763
356
$294K 0.01%
804
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357
$294K 0.01%
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358
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359
$282K 0.01%
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360
$282K 0.01%
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361
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362
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363
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365
$279K ﹤0.01%
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366
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367
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368
$277K ﹤0.01%
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369
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370
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371
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372
$273K ﹤0.01%
2,628
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373
$270K ﹤0.01%
1,516
-43
374
$268K ﹤0.01%
+1,675
375
$265K ﹤0.01%
881
-21
13 14
15
16 17