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
$5.34B
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$6.89M
3
+$6.29M
4
CVX icon
Chevron
CVX
+$5.42M
5
AZO icon
AutoZone
AZO
+$4.94M

Top Sells

1
+$26.3M
2
+$7.87M
3
+$5.81M
4
MS icon
Morgan Stanley
MS
+$5.61M
5
ROP icon
Roper Technologies
ROP
+$5.24M

Sector Composition

1 Technology 24.89%
2 Financials 16.39%
3 Consumer Discretionary 15.18%
4 Healthcare 10.5%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$253K ﹤0.01%
568
+3
352
$252K ﹤0.01%
861
353
$251K ﹤0.01%
11,291
354
$246K ﹤0.01%
1,224
-435
355
$245K ﹤0.01%
9,050
356
$244K ﹤0.01%
1,767
357
$241K ﹤0.01%
1,670
+7
358
$238K ﹤0.01%
4,646
-836
359
$237K ﹤0.01%
+110,000
360
$236K ﹤0.01%
3,468
+386
361
$234K ﹤0.01%
4,000
362
$232K ﹤0.01%
2,249
-479
363
$231K ﹤0.01%
6,922
364
$230K ﹤0.01%
6,000
365
$228K ﹤0.01%
4,830
366
$227K ﹤0.01%
4,154
+14
367
$226K ﹤0.01%
3,262
+74
368
$224K ﹤0.01%
21,370
+5,330
369
$222K ﹤0.01%
1,098
+70
370
$220K ﹤0.01%
5,230
371
$219K ﹤0.01%
+8,641
372
$219K ﹤0.01%
1,060
373
$217K ﹤0.01%
1,941
+250
374
$215K ﹤0.01%
+2,074
375
$214K ﹤0.01%
+1,366
13 14
15
16 17