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
$2.69B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.13M
3
+$3.05M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.13M
5
CLB icon
Core Laboratories
CLB
+$1.98M

Top Sells

1
+$11.4M
2
+$8.43M
3
+$8.07M
4
AZO icon
AutoZone
AZO
+$4.24M
5
CE icon
Celanese
CE
+$4.2M

Sector Composition

1 Technology 18.5%
2 Financials 16.35%
3 Consumer Discretionary 13.85%
4 Healthcare 11.27%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$125K ﹤0.01%
4,475
427
$125K ﹤0.01%
1,415
428
$124K ﹤0.01%
1,525
-85
429
$123K ﹤0.01%
5,299
430
$123K ﹤0.01%
3,000
-600
431
$123K ﹤0.01%
3,214
432
$121K ﹤0.01%
1,200
433
$121K ﹤0.01%
3,215
+655
434
$121K ﹤0.01%
1,552
435
$120K ﹤0.01%
2,144
436
$120K ﹤0.01%
5,794
-9,734
437
$119K ﹤0.01%
2,270
438
$119K ﹤0.01%
11,000
+5,000
439
$118K ﹤0.01%
2,465
440
$117K ﹤0.01%
1,527
441
$116K ﹤0.01%
1,928
-225
442
$115K ﹤0.01%
1,490
443
$111K ﹤0.01%
6,030
444
$111K ﹤0.01%
3,325
445
$110K ﹤0.01%
2,201
-30
446
$110K ﹤0.01%
962
447
$109K ﹤0.01%
1,593
448
$108K ﹤0.01%
700
449
$108K ﹤0.01%
600
450
$106K ﹤0.01%
2,661
16 17
18
19 20