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
601
$44K ﹤0.01%
3,401
602
$43K ﹤0.01%
+3,000
603
$43K ﹤0.01%
896
604
$43K ﹤0.01%
3,825
-3,825
605
$42K ﹤0.01%
960
-240
606
$42K ﹤0.01%
1,491
607
$42K ﹤0.01%
1,030
608
$42K ﹤0.01%
895
609
$42K ﹤0.01%
+250
610
$41K ﹤0.01%
1,766
611
$41K ﹤0.01%
1,278
-160
612
$41K ﹤0.01%
556
613
$41K ﹤0.01%
2,870
614
$40K ﹤0.01%
400
615
$40K ﹤0.01%
3,213
616
$39K ﹤0.01%
802
+600
617
$39K ﹤0.01%
400
-83
618
$39K ﹤0.01%
1,349
-6,714
619
$39K ﹤0.01%
1,150
620
$38K ﹤0.01%
1,901
-2,996
621
$38K ﹤0.01%
+530
622
$38K ﹤0.01%
649
623
$38K ﹤0.01%
+1,000
624
$37K ﹤0.01%
786
625
$37K ﹤0.01%
+750
23 24
25
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