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
$5.34B
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$6.89M
3
+$6.29M
4
CVX icon
Chevron
CVX
+$5.42M
5
AZO icon
AutoZone
AZO
+$4.94M

Top Sells

1
+$26.3M
2
+$7.87M
3
+$5.81M
4
MS icon
Morgan Stanley
MS
+$5.61M
5
ROP icon
Roper Technologies
ROP
+$5.24M

Sector Composition

1 Technology 24.89%
2 Financials 16.39%
3 Consumer Discretionary 15.18%
4 Healthcare 10.5%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$82.2M 1.54%
848,636
+1,875
27
$80.4M 1.51%
904,994
+6,183
28
$80.4M 1.51%
488,985
-376
29
$73.9M 1.38%
114,294
+384
30
$73.4M 1.37%
129,867
+1,907
31
$69.7M 1.31%
438,436
-49,502
32
$67.2M 1.26%
1,092,281
+25,296
33
$64.4M 1.21%
508,156
+11,163
34
$62.1M 1.16%
208,572
+21,134
35
$60.7M 1.14%
635,017
+72,088
36
$58.8M 1.1%
348,426
+32,114
37
$56.9M 1.07%
133,209
-1,402
38
$53.2M 1%
1,316,623
-143,919
39
$45.1M 0.85%
+511,653
40
$42.9M 0.8%
120,459
+7,015
41
$37.9M 0.71%
347,616
+27,704
42
$33.4M 0.63%
214,730
-7,256
43
$33.3M 0.62%
77,468
+2,479
44
$28.5M 0.53%
58,817
-10,820
45
$27.6M 0.52%
108,163
+71
46
$25.2M 0.47%
46,841
-748
47
$23.9M 0.45%
682,569
-8,201
48
$21M 0.39%
124,182
-696
49
$20.2M 0.38%
51,351
-592
50
$16.7M 0.31%
62,656
-173
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