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
$5.45B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.98M
3
+$5.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
5
EOG icon
EOG Resources
EOG
+$3.48M

Top Sells

1
+$8.03M
2
+$7.46M
3
+$5.68M
4
CBRE icon
CBRE Group
CBRE
+$5.38M
5
BLDR icon
Builders FirstSource
BLDR
+$4.3M

Sector Composition

1 Technology 26.3%
2 Financials 15.88%
3 Consumer Discretionary 14.43%
4 Healthcare 10.61%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$233K ﹤0.01%
959
377
$232K ﹤0.01%
+1,028
378
$230K ﹤0.01%
+2,084
379
$229K ﹤0.01%
+4,830
380
$227K ﹤0.01%
5,000
381
$226K ﹤0.01%
6,922
-193
382
$223K ﹤0.01%
+3,270
383
$221K ﹤0.01%
6,536
384
$218K ﹤0.01%
+1,767
385
$217K ﹤0.01%
888
386
$217K ﹤0.01%
1,060
387
$216K ﹤0.01%
+2,210
388
$209K ﹤0.01%
+631
389
$209K ﹤0.01%
1,394
-1,317
390
$208K ﹤0.01%
2,860
391
$206K ﹤0.01%
+1,656
392
$203K ﹤0.01%
1,691
393
$203K ﹤0.01%
1,760
-691
394
$200K ﹤0.01%
+5,000
395
$166K ﹤0.01%
+16,040
396
$145K ﹤0.01%
+10,000
397
$145K ﹤0.01%
14,000
398
$143K ﹤0.01%
14,000
399
$134K ﹤0.01%
13,000
400
$130K ﹤0.01%
14,688
14 15
16
17 18