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
$4.63B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.44M
3
+$3.87M
4
BBY icon
Best Buy
BBY
+$3.84M
5
AMZN icon
Amazon
AMZN
+$3.73M

Top Sells

1
+$3.88M
2
+$3.18M
3
+$2.68M
4
CVX icon
Chevron
CVX
+$2.29M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.65M

Sector Composition

1 Technology 28.06%
2 Consumer Discretionary 15.51%
3 Financials 15.32%
4 Healthcare 12.32%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$268K 0.01%
17,694
377
$268K 0.01%
46,327
+4,984
378
$267K 0.01%
+13,316
379
$266K 0.01%
+2,038
380
$266K 0.01%
+2,216
381
$265K 0.01%
+1,219
382
$261K 0.01%
18,452
-1
383
$255K 0.01%
7,752
-750
384
$255K 0.01%
22,425
385
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+4,302
386
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921
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387
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388
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389
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390
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-163
391
$242K 0.01%
2,140
392
$231K 0.01%
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393
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394
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395
$224K ﹤0.01%
1,154
-156
396
$221K ﹤0.01%
+1,866
397
$218K ﹤0.01%
+4,642
398
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717
+16
399
$217K ﹤0.01%
+840
400
$216K ﹤0.01%
+1,268
14 15
16
17 18