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
$1.77B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$42.9M
3
+$42.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.8M
5
TJX icon
TJX Companies
TJX
+$32.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 11.5%
3 Energy 11.31%
4 Healthcare 10.99%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$160K 0.01%
+3,264
427
$159K 0.01%
+2,270
428
$158K 0.01%
+3,392
429
$158K 0.01%
+8,434
430
$157K 0.01%
+7,743
431
$156K 0.01%
+11,000
432
$153K 0.01%
+4,935
433
$152K 0.01%
+15
434
$152K 0.01%
+5,159
435
$150K 0.01%
+1,323
436
$149K 0.01%
+1,550
437
$147K 0.01%
+5,800
438
$146K 0.01%
+2,638
439
$145K 0.01%
+5,000
440
$144K 0.01%
+1,865
441
$142K 0.01%
+3,142
442
$142K 0.01%
+3,300
443
$138K 0.01%
+4,000
444
$137K 0.01%
+5,860
445
$137K 0.01%
+2,946
446
$135K 0.01%
+1,983
447
$135K 0.01%
+3,000
448
$134K 0.01%
+3,404
449
$132K 0.01%
+1,317
450
$132K 0.01%
+5,500
16 17
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