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
$6.67B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$13M
3
+$6.65M
4
STZ icon
Constellation Brands
STZ
+$3.79M
5
ANSS
Ansys
ANSS
+$3.46M

Top Sells

1
+$43M
2
+$42.4M
3
+$13.8M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$11.8M
5
TJX icon
TJX Companies
TJX
+$8.09M

Sector Composition

1 Technology 25.42%
2 Financials 17.81%
3 Consumer Discretionary 14.84%
4 Healthcare 9.63%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$103M 1.54%
115,799
-4,215
27
$98.2M 1.47%
678,379
+45,927
28
$96M 1.44%
315,167
-13,614
29
$92.6M 1.39%
359,517
+14,694
30
$91.7M 1.38%
674,702
-6,778
31
$89.5M 1.34%
785,229
-40,915
32
$88.8M 1.33%
1,130,531
+390
33
$75.9M 1.14%
617,454
+8,735
34
$72.6M 1.09%
227,934
+10,867
35
$69M 1.03%
120,212
-1,313
36
$65.5M 0.98%
412,357
+19,482
37
$51.3M 0.77%
348,021
-16,084
38
$44.2M 0.66%
1,218,499
-35,128
39
$40.4M 0.61%
105,878
-1,862
40
$39.6M 0.59%
68,616
+558
41
$33M 0.5%
37,266
-3,220
42
$32.5M 0.49%
653,360
-19,383
43
$31.6M 0.47%
195,098
-4,416
44
$29.7M 0.45%
53,328
-573
45
$29.6M 0.44%
56,078
+1,337
46
$21.7M 0.32%
1,034,520
+621,693
47
$20.8M 0.31%
55,527
-2,472
48
$20.3M 0.3%
191,583
+173,093
49
$19.6M 0.29%
115,026
-3,789
50
$19.4M 0.29%
79,618
-1,158
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