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
$5.46B
AUM Growth
+$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$11.7M
3
+$8.21M
4
FIS icon
Fidelity National Information Services
FIS
+$7.49M
5
BBY icon
Best Buy
BBY
+$6.9M

Top Sells

1
+$73.7M
2
+$35M
3
+$10.9M
4
DAL icon
Delta Air Lines
DAL
+$4.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.18M

Sector Composition

1 Technology 27.23%
2 Financials 15.77%
3 Consumer Discretionary 14.92%
4 Healthcare 11.46%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$276K 0.01%
40,925
377
$275K 0.01%
1,858
-68
378
$275K 0.01%
+10,182
379
$275K 0.01%
5,000
380
$273K 0.01%
2,390
-1,200
381
$273K 0.01%
3,155
-24
382
$272K 0.01%
41,343
-4,984
383
$270K ﹤0.01%
1,555
-400
384
$269K ﹤0.01%
14,000
385
$264K ﹤0.01%
815
-16
386
$263K ﹤0.01%
+8,687
387
$261K ﹤0.01%
1,761
-157
388
$260K ﹤0.01%
1,066
-16
389
$259K ﹤0.01%
10,598
390
$256K ﹤0.01%
3,449
391
$252K ﹤0.01%
5,000
392
$251K ﹤0.01%
4,874
-23
393
$249K ﹤0.01%
3,023
-55
394
$248K ﹤0.01%
997
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395
$247K ﹤0.01%
4,181
396
$245K ﹤0.01%
1,267
-51
397
$244K ﹤0.01%
1,128
-46
398
$242K ﹤0.01%
1,628
-378
399
$242K ﹤0.01%
4,956
-787
400
$237K ﹤0.01%
2,104
14 15
16
17 18