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
$3.41B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$35.6M
3
+$13.8M
4
CE icon
Celanese
CE
+$2.68M
5
MS icon
Morgan Stanley
MS
+$2.37M

Top Sells

1
+$32.7M
2
+$25M
3
+$4.36M
4
AN icon
AutoNation
AN
+$3.55M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.17M

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 18.18%
3 Financials 16.43%
4 Healthcare 11.74%
5 Real Estate 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$46.2M 1.36%
426,601
+17,248
27
$44.1M 1.29%
890,846
+277,734
28
$42.9M 1.26%
175,201
+5,826
29
$42.2M 1.24%
190,685
+4,270
30
$40.3M 1.18%
311,795
-1,539
31
$40.2M 1.18%
1,178,912
+38,857
32
$38.4M 1.13%
129,349
-1,369
33
$38.2M 1.12%
+1,182,336
34
$37.3M 1.09%
781,239
+9,466
35
$37.1M 1.09%
128,941
-2,388
36
$35.6M 1.05%
+516,447
37
$32.3M 0.95%
238,020
+9,022
38
$28M 0.82%
767,834
-2,395
39
$26.1M 0.76%
399,470
+236
40
$24.7M 0.72%
208,286
-7,293
41
$21.3M 0.62%
116,094
-486
42
$21M 0.62%
153,482
+1,413
43
$20.2M 0.59%
405,423
+30,936
44
$20M 0.59%
721,264
-157,228
45
$19.5M 0.57%
394,378
+6,893
46
$18.7M 0.55%
62,786
-1,611
47
$17M 0.5%
329,422
+16,909
48
$16.8M 0.49%
142,976
+711
49
$15.9M 0.47%
185,425
+1,652
50
$15.2M 0.45%
215,466
-5,492
1
2
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