EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$42.9M
3
+$42.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.8M
5
TJX icon
TJX Companies
TJX
+$32.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 11.5%
3 Energy 11.31%
4 Healthcare 10.99%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$112K 0.01%
+1,000
477
$112K 0.01%
+1,049
478
$112K 0.01%
+22,000
479
$109K 0.01%
+1,700
480
$109K 0.01%
+2,734
481
$109K 0.01%
+7,734
482
$108K 0.01%
+8,024
483
$108K 0.01%
+1,405
484
$107K 0.01%
+2,000
485
$106K 0.01%
+2,598
486
$105K 0.01%
+2,580
487
$103K 0.01%
+4,000
488
$102K 0.01%
+6,936
489
$101K 0.01%
+3,000
490
$101K 0.01%
+990
491
$100K 0.01%
+1,220
492
$97K 0.01%
+1,550
493
$97K 0.01%
+2,419
494
$97K 0.01%
+4,000
495
$96K 0.01%
+1,630
496
$96K 0.01%
+1,850
497
$95K 0.01%
+5,021
498
$94K 0.01%
+1,200
499
$92K 0.01%
+3,000
500
$92K 0.01%
+3,000
18 19
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