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
$3.41B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$35.6M
3
+$13.8M
4
CE icon
Celanese
CE
+$2.68M
5
MS icon
Morgan Stanley
MS
+$2.37M

Top Sells

1
+$32.7M
2
+$25M
3
+$4.36M
4
AN icon
AutoNation
AN
+$3.55M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.17M

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 18.18%
3 Financials 16.43%
4 Healthcare 11.74%
5 Real Estate 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$218K 0.01%
+5,531
377
$216K 0.01%
4,673
-48,107
378
$216K 0.01%
3,399
379
$216K 0.01%
200
-200
380
$216K 0.01%
1,042
-1
381
$214K 0.01%
+2,475
382
$213K 0.01%
1,467
383
$213K 0.01%
2,380
+81
384
$211K 0.01%
14,000
385
$211K 0.01%
+3,255
386
$210K 0.01%
6,536
387
$209K 0.01%
2,094
-275
388
$209K 0.01%
16,786
+100
389
$206K 0.01%
10,540
390
$205K 0.01%
2,159
-554
391
$205K 0.01%
11,382
392
$205K 0.01%
13,304
393
$203K 0.01%
1,381
-228
394
$193K 0.01%
22,425
395
$174K 0.01%
10,088
396
$147K ﹤0.01%
143,138
397
$146K ﹤0.01%
13,289
398
$99K ﹤0.01%
29,500
399
$58K ﹤0.01%
+30,000
400
$14K ﹤0.01%
21,300
14 15
16
17 18