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
$6.67B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$13M
3
+$6.65M
4
STZ icon
Constellation Brands
STZ
+$3.79M
5
ANSS
Ansys
ANSS
+$3.46M

Top Sells

1
+$43M
2
+$42.4M
3
+$13.8M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$11.8M
5
TJX icon
TJX Companies
TJX
+$8.09M

Sector Composition

1 Technology 25.42%
2 Financials 17.81%
3 Consumer Discretionary 14.84%
4 Healthcare 9.63%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$284K ﹤0.01%
2,516
-1,748
352
$283K ﹤0.01%
+9,500
353
$281K ﹤0.01%
3,913
354
$278K ﹤0.01%
5,230
355
$276K ﹤0.01%
3,972
356
$274K ﹤0.01%
+5,811
357
$273K ﹤0.01%
2,489
358
$272K ﹤0.01%
5,969
359
$270K ﹤0.01%
4,101
-1,000
360
$270K ﹤0.01%
+2,955
361
$262K ﹤0.01%
1,763
-230
362
$260K ﹤0.01%
2,213
363
$260K ﹤0.01%
1,038
364
$260K ﹤0.01%
943
365
$256K ﹤0.01%
3,304
-186
366
$253K ﹤0.01%
2,888
-18
367
$251K ﹤0.01%
3,449
368
$250K ﹤0.01%
23,480
369
$245K ﹤0.01%
+25
370
$244K ﹤0.01%
5,060
371
$243K ﹤0.01%
4,209
+59
372
$242K ﹤0.01%
+6,896
373
$240K ﹤0.01%
1,776
+137
374
$240K ﹤0.01%
84,075
+30,000
375
$239K ﹤0.01%
1,070
-8
13 14
15
16 17