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
$4.63B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.44M
3
+$3.87M
4
BBY icon
Best Buy
BBY
+$3.84M
5
AMZN icon
Amazon
AMZN
+$3.73M

Top Sells

1
+$3.88M
2
+$3.18M
3
+$2.68M
4
CVX icon
Chevron
CVX
+$2.29M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.65M

Sector Composition

1 Technology 28.06%
2 Consumer Discretionary 15.51%
3 Financials 15.32%
4 Healthcare 12.32%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$216K ﹤0.01%
+2,039
402
$215K ﹤0.01%
+930
403
$213K ﹤0.01%
+7,873
404
$212K ﹤0.01%
5,000
405
$211K ﹤0.01%
10,598
406
$211K ﹤0.01%
+1,653
407
$208K ﹤0.01%
+2,028
408
$206K ﹤0.01%
14,000
409
$206K ﹤0.01%
+2,242
410
$205K ﹤0.01%
+846
411
$204K ﹤0.01%
+1,708
412
$204K ﹤0.01%
3,409
413
$203K ﹤0.01%
+2,443
414
$202K ﹤0.01%
+4,412
415
$201K ﹤0.01%
+4,307
416
$200K ﹤0.01%
+200
417
$44K ﹤0.01%
18,000
418
$7K ﹤0.01%
10,722
419
– –
-6,819
420
– –
-2,995
421
– –
-2,412
422
– –
-27,289
423
– –
-2,368
424
– –
-7,541
425
– –
-2,000
14 15 16
17
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