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
$2.69B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.13M
3
+$3.05M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.13M
5
CLB icon
Core Laboratories
CLB
+$1.98M

Top Sells

1
+$11.4M
2
+$8.43M
3
+$8.07M
4
AZO icon
AutoZone
AZO
+$4.24M
5
CE icon
Celanese
CE
+$4.2M

Sector Composition

1 Technology 18.5%
2 Financials 16.35%
3 Consumer Discretionary 13.85%
4 Healthcare 11.27%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$82K ﹤0.01%
1,383
502
$82K ﹤0.01%
644
503
$81K ﹤0.01%
3,500
-500
504
$81K ﹤0.01%
575
505
$81K ﹤0.01%
3,312
-23,288
506
$80K ﹤0.01%
3,198
507
$79K ﹤0.01%
600
508
$79K ﹤0.01%
1,669
-23
509
$79K ﹤0.01%
1,212
510
$78K ﹤0.01%
3,030
511
$76K ﹤0.01%
600
512
$76K ﹤0.01%
5,450
513
$75K ﹤0.01%
2,000
-3,400
514
$75K ﹤0.01%
5,200
515
$75K ﹤0.01%
1,888
516
$74K ﹤0.01%
+5,420
517
$74K ﹤0.01%
1,555
518
$73K ﹤0.01%
700
-100
519
$73K ﹤0.01%
1,340
520
$73K ﹤0.01%
3,000
-5,000
521
$72K ﹤0.01%
1,186
522
$72K ﹤0.01%
2,000
523
$72K ﹤0.01%
1,650
524
$72K ﹤0.01%
591
+375
525
$71K ﹤0.01%
1,775
+700
19 20
21
22 23