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
$5.45B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.98M
3
+$5.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
5
EOG icon
EOG Resources
EOG
+$3.48M

Top Sells

1
+$8.03M
2
+$7.46M
3
+$5.68M
4
CBRE icon
CBRE Group
CBRE
+$5.38M
5
BLDR icon
Builders FirstSource
BLDR
+$4.3M

Sector Composition

1 Technology 26.3%
2 Financials 15.88%
3 Consumer Discretionary 14.43%
4 Healthcare 10.61%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$86.2M 1.58%
447,600
+3,880
27
$85.6M 1.57%
739,471
+45,619
28
$82.1M 1.51%
333,734
+1,415
29
$78.7M 1.44%
113,910
+833
30
$76.2M 1.4%
898,811
+11,310
31
$68.9M 1.26%
127,960
+780
32
$67.9M 1.24%
1,066,985
+17,734
33
$62.9M 1.15%
1,460,542
+4,041
34
$62.1M 1.14%
562,929
+3,427
35
$61.9M 1.14%
187,438
-879
36
$59.7M 1.09%
134,611
-3,565
37
$56.9M 1.04%
496,993
+30,389
38
$49.8M 0.91%
316,312
+19,491
39
$47.7M 0.88%
319,912
+40,127
40
$42.5M 0.78%
113,444
+38,585
41
$36.7M 0.67%
221,986
-1,818
42
$33.5M 0.61%
69,637
-4,074
43
$33.4M 0.61%
74,989
+519
44
$30.7M 0.56%
507,285
-93,768
45
$28.7M 0.53%
108,092
-857
46
$25.1M 0.46%
690,770
-1,067
47
$23.1M 0.42%
124,878
-2,091
48
$22.3M 0.41%
47,589
-693
49
$21.2M 0.39%
51,943
+8,749
50
$17.3M 0.32%
62,829
+1,919
1
2
3 4 5