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
$5.65B
AUM Growth
-$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.99M
3
+$6.73M
4
AMT icon
American Tower
AMT
+$5.62M
5
BWA icon
BorgWarner
BWA
+$5.27M

Top Sells

1
+$40.4M
2
+$24.6M
3
+$23.7M
4
AAPL icon
Apple
AAPL
+$4.69M
5
WMT icon
Walmart
WMT
+$2.42M

Sector Composition

1 Technology 24.87%
2 Financials 16.4%
3 Consumer Discretionary 14.98%
4 Healthcare 12.07%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$265K ﹤0.01%
1,640
+4
377
$262K ﹤0.01%
3,758
-128
378
$260K ﹤0.01%
3,409
379
$256K ﹤0.01%
1,364
380
$256K ﹤0.01%
6,213
-1,898
381
$253K ﹤0.01%
40,925
382
$252K ﹤0.01%
+3,100
383
$250K ﹤0.01%
7,200
384
$249K ﹤0.01%
2,300
+196
385
$249K ﹤0.01%
2,889
-1,079
386
$248K ﹤0.01%
21,225
387
$244K ﹤0.01%
1,565
-3
388
$244K ﹤0.01%
+5,900
389
$242K ﹤0.01%
3,450
-59
390
$242K ﹤0.01%
887
-1
391
$241K ﹤0.01%
2,250
-3,613
392
$239K ﹤0.01%
1,801
-57
393
$239K ﹤0.01%
+1,161
394
$238K ﹤0.01%
576
-251
395
$236K ﹤0.01%
+2,812
396
$234K ﹤0.01%
41,841
397
$231K ﹤0.01%
+3,680
398
$231K ﹤0.01%
+1,705
399
$230K ﹤0.01%
2,019
400
$227K ﹤0.01%
200
14 15
16
17 18