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
526
$71K ﹤0.01%
1,018
-250
527
$70K ﹤0.01%
810
528
$69K ﹤0.01%
1,370
529
$69K ﹤0.01%
350
530
$69K ﹤0.01%
1,044
531
$69K ﹤0.01%
782
532
$68K ﹤0.01%
21,300
533
$68K ﹤0.01%
4,750
534
$68K ﹤0.01%
2,626
-268
535
$68K ﹤0.01%
3,000
536
$67K ﹤0.01%
1,000
537
$67K ﹤0.01%
980
538
$66K ﹤0.01%
1,075
539
$66K ﹤0.01%
3,000
-1,104
540
$66K ﹤0.01%
531
-50
541
$65K ﹤0.01%
3,000
542
$64K ﹤0.01%
700
543
$63K ﹤0.01%
2,178
544
$63K ﹤0.01%
816
545
$63K ﹤0.01%
1,500
546
$63K ﹤0.01%
1,500
547
$62K ﹤0.01%
2,198
+701
548
$62K ﹤0.01%
2,000
549
$62K ﹤0.01%
464
550
$62K ﹤0.01%
1,787
20 21
22
23 24