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
$3.74B
AUM Growth
+$710M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$43.7M
2
+$10.1M
3
+$8.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.1M
5
SSNC icon
SS&C Technologies
SSNC
+$3.24M

Top Sells

1
+$52M
2
+$7.31M
3
+$4.39M
4
CBRE icon
CBRE Group
CBRE
+$3.64M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Sector Composition

1 Technology 27.77%
2 Consumer Discretionary 16.44%
3 Financials 14.06%
4 Healthcare 12.71%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$53M 1.42%
614,073
+24,354
27
$52.1M 1.39%
291,586
+4,313
28
$50.8M 1.36%
582,377
+12,722
29
$50.6M 1.35%
453,458
+79,583
30
$45.9M 1.23%
395,156
+87,255
31
$45.2M 1.21%
146,540
+6,892
32
$44.1M 1.18%
252,137
+249,534
33
$43.6M 1.17%
310,274
-1,769
34
$42.4M 1.13%
913,468
-52,516
35
$39.7M 1.06%
131,046
+3,255
36
$37.1M 0.99%
231,516
-2,354
37
$34.6M 0.93%
1,114,268
+3,923
38
$28.8M 0.77%
476,225
+26,644
39
$23.9M 0.64%
124,005
+9,720
40
$22.6M 0.6%
73,037
-2,351
41
$19.8M 0.53%
150,012
+6,352
42
$19.8M 0.53%
700,490
-44,274
43
$19.2M 0.51%
321,206
-2,358
44
$19M 0.51%
311,365
-72,175
45
$18.9M 0.5%
554,733
+26,692
46
$18.4M 0.49%
394,621
+9,343
47
$16.2M 0.43%
96,879
+68
48
$15.1M 0.4%
160,691
+12,007
49
$15.1M 0.4%
298,391
-1,028,547
50
$14.3M 0.38%
160,092
-14,708
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