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
$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
26
$41.5M 1.54%
681,489
-4,449
27
$41.4M 1.54%
785,180
-6,620
28
$41.3M 1.54%
58,122
-5,956
29
$40.3M 1.5%
203,380
-787
30
$38.7M 1.44%
840,936
-8,762
31
$37.6M 1.4%
594,453
-8,029
32
$36.6M 1.36%
209,110
+5,458
33
$33.9M 1.26%
542,280
-12,579
34
$28.6M 1.06%
1,215,837
+50,840
35
$27.5M 1.02%
250,906
+18,069
36
$26M 0.97%
176,455
-2,677
37
$25.8M 0.96%
422,395
+49,925
38
$24.4M 0.91%
130,826
-5,356
39
$21.9M 0.82%
325,436
-119,753
40
$20.5M 0.76%
163,410
-2,003
41
$20M 0.74%
160,574
-14,550
42
$18.5M 0.69%
359,591
-12,735
43
$18.4M 0.69%
220,262
-5,646
44
$18.1M 0.67%
67,663
-2,275
45
$16.7M 0.62%
237,690
+2,741
46
$16M 0.59%
116,709
-543
47
$13.5M 0.5%
351,930
-5,968
48
$12.7M 0.47%
105,910
-2,166
49
$12.1M 0.45%
113,493
+2,569
50
$11.6M 0.43%
43,268
-4,533
1
2
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