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
$5.45B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.98M
3
+$5.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
5
EOG icon
EOG Resources
EOG
+$3.48M

Top Sells

1
+$8.03M
2
+$7.46M
3
+$5.68M
4
CBRE icon
CBRE Group
CBRE
+$5.38M
5
BLDR icon
Builders FirstSource
BLDR
+$4.3M

Sector Composition

1 Technology 26.3%
2 Financials 15.88%
3 Consumer Discretionary 14.43%
4 Healthcare 10.61%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$278K 0.01%
200
352
$276K 0.01%
10,182
353
$276K 0.01%
1,665
354
$274K 0.01%
6,000
355
$274K 0.01%
1,503
356
$272K 0.01%
+8,122
357
$271K 0.01%
2,209
-54
358
$268K ﹤0.01%
5,342
359
$267K ﹤0.01%
4,140
-511
360
$266K ﹤0.01%
3,278
-131
361
$260K ﹤0.01%
+20,000
362
$258K ﹤0.01%
3,450
363
$252K ﹤0.01%
6,897
364
$252K ﹤0.01%
565
365
$252K ﹤0.01%
3,082
+254
366
$249K ﹤0.01%
1,267
367
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368
$247K ﹤0.01%
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369
$247K ﹤0.01%
+5,080
370
$246K ﹤0.01%
1,350
-91
371
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5,230
372
$239K ﹤0.01%
3,418
373
$235K ﹤0.01%
+7,170
374
$235K ﹤0.01%
+3,649
375
$235K ﹤0.01%
1,333
-138
13 14
15
16 17