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
$5.65B
AUM Growth
-$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.99M
3
+$6.73M
4
AMT icon
American Tower
AMT
+$5.62M
5
BWA icon
BorgWarner
BWA
+$5.27M

Top Sells

1
+$40.4M
2
+$24.6M
3
+$23.7M
4
AAPL icon
Apple
AAPL
+$4.69M
5
WMT icon
Walmart
WMT
+$2.42M

Sector Composition

1 Technology 24.87%
2 Financials 16.4%
3 Consumer Discretionary 14.98%
4 Healthcare 12.07%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$223K ﹤0.01%
+2,697
402
$223K ﹤0.01%
9,050
-1,448
403
$220K ﹤0.01%
+7,520
404
$217K ﹤0.01%
973
-2
405
$217K ﹤0.01%
3,305
406
$216K ﹤0.01%
5,475
-10,700
407
$216K ﹤0.01%
1,008
-88
408
$216K ﹤0.01%
+2,634
409
$213K ﹤0.01%
5,000
410
$213K ﹤0.01%
1,235
-4
411
$213K ﹤0.01%
5,111
-161
412
$209K ﹤0.01%
+591
413
$209K ﹤0.01%
2,237
414
$207K ﹤0.01%
+3,614
415
$205K ﹤0.01%
46,500
+25,000
416
$205K ﹤0.01%
+4,613
417
$204K ﹤0.01%
1,824
418
$203K ﹤0.01%
+138
419
$201K ﹤0.01%
1,267
420
$200K ﹤0.01%
788
421
$191K ﹤0.01%
+14,404
422
$163K ﹤0.01%
11,168
423
$163K ﹤0.01%
143,138
424
$155K ﹤0.01%
17,543
425
$103K ﹤0.01%
10,849
15 16
17
18 19