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
$5.45B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.98M
3
+$5.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
5
EOG icon
EOG Resources
EOG
+$3.48M

Top Sells

1
+$8.03M
2
+$7.46M
3
+$5.68M
4
CBRE icon
CBRE Group
CBRE
+$5.38M
5
BLDR icon
Builders FirstSource
BLDR
+$4.3M

Sector Composition

1 Technology 26.3%
2 Financials 15.88%
3 Consumer Discretionary 14.43%
4 Healthcare 10.61%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$127K ﹤0.01%
+22,500
402
$115K ﹤0.01%
10,668
-1,826
403
$113K ﹤0.01%
11,000
404
$112K ﹤0.01%
10,900
405
$111K ﹤0.01%
+10,400
406
$104K ﹤0.01%
10,000
407
$93.9K ﹤0.01%
17,543
408
$90.5K ﹤0.01%
10,849
409
$59.9K ﹤0.01%
18,272
410
$45.3K ﹤0.01%
215,403
+72,265
411
$43K ﹤0.01%
578
412
$37.1K ﹤0.01%
+26,532
413
$30.8K ﹤0.01%
268
414
$3.75K ﹤0.01%
678
415
– –
-3,598
416
– –
-4,560
417
– –
-959
418
– –
-821
419
– –
-60,000
420
– –
-5,435
421
– –
-597
422
– –
-4,721
423
– –
-2,891
424
– –
-9,136
425
– –
-3,277
14 15 16
17
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