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
$5.46B
AUM Growth
+$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$11.7M
3
+$8.21M
4
FIS icon
Fidelity National Information Services
FIS
+$7.49M
5
BBY icon
Best Buy
BBY
+$6.9M

Top Sells

1
+$73.7M
2
+$35M
3
+$10.9M
4
DAL icon
Delta Air Lines
DAL
+$4.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.18M

Sector Composition

1 Technology 27.23%
2 Financials 15.77%
3 Consumer Discretionary 14.92%
4 Healthcare 11.46%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$81.7M 1.49%
464,711
+6,885
27
$81.6M 1.49%
524,842
+21,461
28
$74.2M 1.36%
317,134
+8,398
29
$70.5M 1.29%
305,298
+268,029
30
$69.9M 1.28%
439,907
+2,449
31
$67.9M 1.24%
590,561
+60,006
32
$66.4M 1.22%
468,992
+52,842
33
$64.5M 1.18%
2,428,137
+209,841
34
$61.6M 1.13%
177,413
+5,874
35
$61.1M 1.12%
142,643
-9,756
36
$56M 1.02%
1,310,737
+30,304
37
$55.5M 1.02%
140,180
+342
38
$55.4M 1.01%
185,649
+39,368
39
$54.8M 1%
911,442
+6,798
40
$51M 0.93%
309,323
-3,337
41
$50.6M 0.93%
240,298
+21,541
42
$34.5M 0.63%
126,772
+1,348
43
$33.1M 0.61%
76,968
-626
44
$21.9M 0.4%
651,004
-12,066
45
$21.1M 0.39%
33,390
-254
46
$21M 0.38%
141,907
-4,308
47
$19.6M 0.36%
72,204
-1,982
48
$19.2M 0.35%
362,771
-4,550
49
$19.1M 0.35%
261,732
-1,123
50
$19M 0.35%
179,886
+77,560
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