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
$5.65B
AUM Growth
-$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.99M
3
+$6.73M
4
AMT icon
American Tower
AMT
+$5.62M
5
BWA icon
BorgWarner
BWA
+$5.27M

Top Sells

1
+$40.4M
2
+$24.6M
3
+$23.7M
4
AAPL icon
Apple
AAPL
+$4.69M
5
WMT icon
Walmart
WMT
+$2.42M

Sector Composition

1 Technology 24.87%
2 Financials 16.4%
3 Consumer Discretionary 14.98%
4 Healthcare 12.07%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$84.2M 1.49%
340,646
+1,964
27
$80.6M 1.43%
591,270
+49,354
28
$79.8M 1.41%
592,823
+1,753
29
$78.3M 1.39%
136,017
+286
30
$76M 1.34%
330,100
+404
31
$66.6M 1.18%
1,032,253
+80,441
32
$65.5M 1.16%
477,462
+7,984
33
$59.6M 1.05%
131,892
-4,266
34
$59.3M 1.05%
652,735
+25,277
35
$58.6M 1.04%
892,295
+31,113
36
$55.5M 0.98%
174,652
-425
37
$55.1M 0.97%
238,243
+63,220
38
$53.8M 0.95%
888,176
+53,070
39
$53M 0.94%
298,895
-3,183
40
$52.3M 0.92%
1,526,517
+153,854
41
$51M 0.9%
108,068
-85,494
42
$36.3M 0.64%
80,049
-1,095
43
$31.9M 0.56%
127,641
+1,695
44
$25.5M 0.45%
692,365
+12,304
45
$23.5M 0.42%
140,324
-1,081
46
$21.6M 0.38%
255,909
-187
47
$20.9M 0.37%
174,824
-4,570
48
$19.9M 0.35%
71,537
-488
49
$19.8M 0.35%
355,421
-4,336
50
$17.8M 0.31%
241,889
+5,222
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