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
451
$106K ﹤0.01%
945
452
$106K ﹤0.01%
925
453
$104K ﹤0.01%
518
-100
454
$104K ﹤0.01%
2,400
455
$103K ﹤0.01%
2,745
+531
456
$103K ﹤0.01%
730
457
$102K ﹤0.01%
1,200
458
$102K ﹤0.01%
1,087
459
$101K ﹤0.01%
1,750
460
$101K ﹤0.01%
302
461
$101K ﹤0.01%
4,793
-2,000
462
$101K ﹤0.01%
600
-50
463
$101K ﹤0.01%
1,500
464
$100K ﹤0.01%
1,805
+30
465
$99K ﹤0.01%
3,000
466
$97K ﹤0.01%
1,641
467
$97K ﹤0.01%
3,123
-3,123
468
$96K ﹤0.01%
474
469
$96K ﹤0.01%
1,954
-450
470
$96K ﹤0.01%
2,000
471
$95K ﹤0.01%
1,690
472
$94K ﹤0.01%
5,000
473
$94K ﹤0.01%
2,500
474
$94K ﹤0.01%
3,645
-1,000
475
$93K ﹤0.01%
1,900
17 18
19
20 21