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
501
$89K 0.01%
+868
502
$89K 0.01%
+3,700
503
$88K 0.01%
+2,327
504
$88K 0.01%
+2,682
505
$87K ﹤0.01%
+1,958
506
$87K ﹤0.01%
+1,563
507
$86K ﹤0.01%
+2,400
508
$86K ﹤0.01%
+1,285
509
$85K ﹤0.01%
+2,964
510
$81K ﹤0.01%
+4,000
511
$81K ﹤0.01%
+2,387
512
$80K ﹤0.01%
+8,549
513
$79K ﹤0.01%
+5,249
514
$78K ﹤0.01%
+2,045
515
$78K ﹤0.01%
+1,383
516
$78K ﹤0.01%
+6,413
517
$77K ﹤0.01%
+4,500
518
$76K ﹤0.01%
+1,350
519
$76K ﹤0.01%
+1,951
520
$76K ﹤0.01%
+1,500
521
$75K ﹤0.01%
+1,538
522
$74K ﹤0.01%
+897
523
$74K ﹤0.01%
+2,460
524
$72K ﹤0.01%
+1,675
525
$72K ﹤0.01%
+986
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