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
$5.46B
AUM Growth
+$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$11.7M
3
+$8.21M
4
FIS icon
Fidelity National Information Services
FIS
+$7.49M
5
BBY icon
Best Buy
BBY
+$6.9M

Top Sells

1
+$73.7M
2
+$35M
3
+$10.9M
4
DAL icon
Delta Air Lines
DAL
+$4.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.18M

Sector Composition

1 Technology 27.23%
2 Financials 15.77%
3 Consumer Discretionary 14.92%
4 Healthcare 11.46%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$237K ﹤0.01%
3,211
402
$230K ﹤0.01%
200
403
$229K ﹤0.01%
4,307
404
$228K ﹤0.01%
887
-43
405
$227K ﹤0.01%
5,100
406
$227K ﹤0.01%
1,610
-2,901
407
$227K ﹤0.01%
3,305
-132
408
$225K ﹤0.01%
2,647
-2,036
409
$223K ﹤0.01%
+3,851
410
$215K ﹤0.01%
+3,564
411
$213K ﹤0.01%
1,824
-16
412
$211K ﹤0.01%
663
-8
413
$210K ﹤0.01%
+1,751
414
$207K ﹤0.01%
3,409
415
$205K ﹤0.01%
5,000
-7,029
416
$204K ﹤0.01%
+6,536
417
$203K ﹤0.01%
6,131
418
$202K ﹤0.01%
+2,446
419
$202K ﹤0.01%
+2,237
420
$200K ﹤0.01%
2,039
421
$200K ﹤0.01%
+1,383
422
$159K ﹤0.01%
+11,168
423
$43K ﹤0.01%
10,000
424
– –
-4,721
425
– –
-13,110
14 15 16
17
18