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
526
$69K ﹤0.01%
+4,600
527
$69K ﹤0.01%
+401
528
$68K ﹤0.01%
+1,500
529
$68K ﹤0.01%
+4,268
530
$67K ﹤0.01%
+1,161
531
$67K ﹤0.01%
+2,099
532
$67K ﹤0.01%
+1,178
533
$66K ﹤0.01%
+648
534
$66K ﹤0.01%
+2,000
535
$65K ﹤0.01%
+450
536
$65K ﹤0.01%
+970
537
$65K ﹤0.01%
+1,000
538
$64K ﹤0.01%
+1,800
539
$64K ﹤0.01%
+1,146
540
$64K ﹤0.01%
+900
541
$64K ﹤0.01%
+7,645
542
$62K ﹤0.01%
+3,829
543
$62K ﹤0.01%
+1,670
544
$62K ﹤0.01%
+1,542
545
$62K ﹤0.01%
+263
546
$61K ﹤0.01%
+4,841
547
$60K ﹤0.01%
+2,000
548
$60K ﹤0.01%
+998
549
$57K ﹤0.01%
+1,180
550
$56K ﹤0.01%
+1,200
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