EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$42.9M
3
+$42.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.8M
5
TJX icon
TJX Companies
TJX
+$32.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 11.5%
3 Energy 11.31%
4 Healthcare 10.99%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$192K 0.01%
+9,252
402
$192K 0.01%
+6,668
403
$192K 0.01%
+27,358
404
$189K 0.01%
+1,599
405
$189K 0.01%
+3,515
406
$188K 0.01%
+3,870
407
$188K 0.01%
+3,333
408
$184K 0.01%
+5,623
409
$183K 0.01%
+5,600
410
$183K 0.01%
+17
411
$180K 0.01%
+1,667
412
$177K 0.01%
+3,525
413
$176K 0.01%
+3,160
414
$176K 0.01%
+7,800
415
$176K 0.01%
+16,500
416
$175K 0.01%
+2,965
417
$174K 0.01%
+14,500
418
$173K 0.01%
+17,760
419
$173K 0.01%
+1,539
420
$171K 0.01%
+3,428
421
$169K 0.01%
+14,974
422
$168K 0.01%
+3,500
423
$162K 0.01%
+4,000
424
$162K 0.01%
+14,800
425
$161K 0.01%
+8,040
15 16
17
18 19