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
$6.15B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$3.8M
3
+$3M
4
BBY icon
Best Buy
BBY
+$2.78M
5
STZ icon
Constellation Brands
STZ
+$2.12M

Top Sells

1
+$25.2M
2
+$5.7M
3
+$4.67M
4
AAPL icon
Apple
AAPL
+$4.04M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 15.53%
3 Financials 15.26%
4 Healthcare 11.85%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$88.8M 1.44%
297,052
-232
27
$85.8M 1.4%
541,916
+9,388
28
$85M 1.38%
439,841
+2,432
29
$82.7M 1.35%
329,696
+8,440
30
$81.6M 1.33%
951,812
+12,616
31
$77.1M 1.25%
135,731
-1,284
32
$72.7M 1.18%
469,478
+5,947
33
$70.2M 1.14%
175,077
-289
34
$66.2M 1.08%
2,543,966
+53,019
35
$64.7M 1.05%
136,158
-3,884
36
$63.8M 1.04%
627,458
+27,340
37
$63.4M 1.03%
835,106
+50,016
38
$56.9M 0.92%
861,182
-32,588
39
$54.5M 0.89%
1,372,663
-19,089
40
$51.7M 0.84%
302,078
-3,034
41
$45.3M 0.74%
175,023
-13,379
42
$44.4M 0.72%
125,946
+835
43
$40.6M 0.66%
236,136
-1,075
44
$38.7M 0.63%
81,144
+6,295
45
$28.3M 0.46%
259,372
-231,036
46
$24.6M 0.4%
141,405
+2,041
47
$23.7M 0.39%
680,061
-21,635
48
$23.6M 0.38%
179,394
-43,325
49
$22.8M 0.37%
359,757
+4,545
50
$22M 0.36%
72,025
-189
1
2
3 4 5