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
$6.67B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$13M
3
+$6.65M
4
STZ icon
Constellation Brands
STZ
+$3.79M
5
ANSS
Ansys
ANSS
+$3.46M

Top Sells

1
+$43M
2
+$42.4M
3
+$13.8M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$11.8M
5
TJX icon
TJX Companies
TJX
+$8.09M

Sector Composition

1 Technology 25.42%
2 Financials 17.81%
3 Consumer Discretionary 14.84%
4 Healthcare 9.63%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$238K ﹤0.01%
4,830
377
$237K ﹤0.01%
4,143
378
$236K ﹤0.01%
2,816
379
$230K ﹤0.01%
+436
380
$228K ﹤0.01%
2,036
-244
381
$227K ﹤0.01%
2,651
382
$226K ﹤0.01%
4,475
383
$226K ﹤0.01%
+8,647
384
$226K ﹤0.01%
1,615
385
$225K ﹤0.01%
3,821
-500
386
$222K ﹤0.01%
788
-100
387
$221K ﹤0.01%
1,883
388
$218K ﹤0.01%
+3,122
389
$216K ﹤0.01%
+1,048
390
$212K ﹤0.01%
7,539
-3,045
391
$212K ﹤0.01%
+5,100
392
$212K ﹤0.01%
+2,570
393
$211K ﹤0.01%
2,317
-423
394
$211K ﹤0.01%
1,760
395
$210K ﹤0.01%
+2,598
396
$207K ﹤0.01%
+4,195
397
$207K ﹤0.01%
+2,045
398
$207K ﹤0.01%
5,150
-850
399
$206K ﹤0.01%
+4,622
400
$206K ﹤0.01%
+3,588
14 15
16
17 18