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
$5.34B
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$6.89M
3
+$6.29M
4
CVX icon
Chevron
CVX
+$5.42M
5
AZO icon
AutoZone
AZO
+$4.94M

Top Sells

1
+$26.3M
2
+$7.87M
3
+$5.81M
4
MS icon
Morgan Stanley
MS
+$5.61M
5
ROP icon
Roper Technologies
ROP
+$5.24M

Sector Composition

1 Technology 24.89%
2 Financials 16.39%
3 Consumer Discretionary 15.18%
4 Healthcare 10.5%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$211K ﹤0.01%
+19,960
377
$209K ﹤0.01%
1,969
-115
378
$209K ﹤0.01%
888
379
$208K ﹤0.01%
2,210
380
$206K ﹤0.01%
3,028
+168
381
$205K ﹤0.01%
+465
382
$204K ﹤0.01%
1,267
383
$203K ﹤0.01%
5,000
384
$203K ﹤0.01%
6,897
385
$203K ﹤0.01%
1,326
-7
386
$202K ﹤0.01%
+137
387
$179K ﹤0.01%
+10,455
388
$177K ﹤0.01%
11,758
-20,065
389
$163K ﹤0.01%
+32,250
390
$152K ﹤0.01%
+20,000
391
$145K ﹤0.01%
+22,492
392
$136K ﹤0.01%
+13,330
393
$131K ﹤0.01%
14,688
394
$115K ﹤0.01%
22,500
395
$113K ﹤0.01%
10,900
396
$111K ﹤0.01%
10,668
397
$110K ﹤0.01%
+10,600
398
$108K ﹤0.01%
+10,599
399
$86.7K ﹤0.01%
10,849
400
$81.8K ﹤0.01%
17,543
14 15
16
17 18