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
$2.69B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.13M
3
+$3.05M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.13M
5
CLB icon
Core Laboratories
CLB
+$1.98M

Top Sells

1
+$11.4M
2
+$8.43M
3
+$8.07M
4
AZO icon
AutoZone
AZO
+$4.24M
5
CE icon
Celanese
CE
+$4.2M

Sector Composition

1 Technology 18.5%
2 Financials 16.35%
3 Consumer Discretionary 13.85%
4 Healthcare 11.27%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$154K 0.01%
8,840
402
$154K 0.01%
7,500
403
$148K 0.01%
1,300
404
$147K 0.01%
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405
$147K 0.01%
4,000
-2,200
406
$146K 0.01%
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-42
407
$146K 0.01%
781
408
$141K 0.01%
950
409
$141K 0.01%
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410
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4,620
411
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5,000
412
$139K 0.01%
2,700
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413
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414
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415
$138K 0.01%
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416
$138K 0.01%
8,000
417
$137K 0.01%
1,371
418
$136K 0.01%
10,000
419
$134K 0.01%
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420
$134K 0.01%
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421
$133K ﹤0.01%
1,272
-32
422
$131K ﹤0.01%
2,436
-127
423
$131K ﹤0.01%
1,261
424
$128K ﹤0.01%
4,660
-234
425
$127K ﹤0.01%
1,994
15 16
17
18 19