EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$42.9M
3
+$42.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.8M
5
TJX icon
TJX Companies
TJX
+$32.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 11.5%
3 Energy 11.31%
4 Healthcare 10.99%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$244K 0.01%
+11,192
377
$238K 0.01%
+30,843
378
$237K 0.01%
+8,517
379
$235K 0.01%
+6,200
380
$233K 0.01%
+920
381
$231K 0.01%
+4,050
382
$230K 0.01%
+4,722
383
$229K 0.01%
+8,182
384
$224K 0.01%
+5,368
385
$223K 0.01%
+5,067
386
$216K 0.01%
+2,015
387
$216K 0.01%
+4,800
388
$212K 0.01%
+6,549
389
$212K 0.01%
+8,065
390
$207K 0.01%
+1,850
391
$205K 0.01%
+4,044
392
$204K 0.01%
+5,918
393
$203K 0.01%
+233
394
$203K 0.01%
+4,000
395
$202K 0.01%
+2,487
396
$202K 0.01%
+8,800
397
$197K 0.01%
+4,482
398
$196K 0.01%
+16,914
399
$196K 0.01%
+13,867
400
$196K 0.01%
+4,426
14 15
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