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
451
$132K 0.01%
+2,706
452
$130K 0.01%
+1,800
453
$130K 0.01%
+2,129
454
$130K 0.01%
+1,799
455
$129K 0.01%
+2,121
456
$128K 0.01%
+1,604
457
$127K 0.01%
+1,500
458
$126K 0.01%
+900
459
$126K 0.01%
+5,281
460
$126K 0.01%
+6,000
461
$124K 0.01%
+3,600
462
$124K 0.01%
+2,400
463
$124K 0.01%
+33,300
464
$124K 0.01%
+3,000
465
$123K 0.01%
+2,833
466
$121K 0.01%
+5,528
467
$121K 0.01%
+3,000
468
$121K 0.01%
+1,767
469
$120K 0.01%
+1,350
470
$119K 0.01%
+2,931
471
$119K 0.01%
+2,000
472
$118K 0.01%
+1,140
473
$117K 0.01%
+3,378
474
$115K 0.01%
+3,060
475
$114K 0.01%
+2,467
17 18
19
20 21