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
$4.63B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.44M
3
+$3.87M
4
BBY icon
Best Buy
BBY
+$3.84M
5
AMZN icon
Amazon
AMZN
+$3.73M

Top Sells

1
+$3.88M
2
+$3.18M
3
+$2.68M
4
CVX icon
Chevron
CVX
+$2.29M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.65M

Sector Composition

1 Technology 28.06%
2 Consumer Discretionary 15.51%
3 Financials 15.32%
4 Healthcare 12.32%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$66.1M 1.43%
429,668
+1,740
27
$65.8M 1.42%
180,765
-565
28
$65.2M 1.4%
169,911
+2,327
29
$64.8M 1.4%
296,018
+14,675
30
$64.3M 1.39%
487,736
+17,971
31
$61.2M 1.32%
481,518
+85,476
32
$54.4M 1.17%
145,428
+1,477
33
$51.6M 1.11%
230,702
-3,434
34
$50.5M 1.09%
134,085
+1,704
35
$49.7M 1.07%
315,809
+3,772
36
$48.1M 1.04%
895,220
-2,634
37
$45.3M 0.98%
454,174
+38,463
38
$43M 0.93%
497,873
+2,890
39
$39.8M 0.86%
1,170,613
+37,571
40
$32.1M 0.69%
737,763
+33,641
41
$30.2M 0.65%
80,343
+7,826
42
$30.1M 0.65%
122,811
+30
43
$22.3M 0.48%
150,605
+728
44
$20.9M 0.45%
576,336
+16,789
45
$19.5M 0.42%
266,846
-19,153
46
$18.6M 0.4%
104,198
-431
47
$18.1M 0.39%
75,191
+1,127
48
$18.1M 0.39%
265,050
-15,241
49
$17.6M 0.38%
35,143
-3,291
50
$17.2M 0.37%
384,723
+8,809
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