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
626
$36K ﹤0.01%
+500
627
$36K ﹤0.01%
820
628
$36K ﹤0.01%
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629
$36K ﹤0.01%
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$35K ﹤0.01%
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631
$35K ﹤0.01%
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$35K ﹤0.01%
2,000
633
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634
$34K ﹤0.01%
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635
$34K ﹤0.01%
300
636
$33K ﹤0.01%
650
637
$33K ﹤0.01%
874
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$33K ﹤0.01%
559
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639
$33K ﹤0.01%
800
640
$33K ﹤0.01%
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641
$32K ﹤0.01%
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$32K ﹤0.01%
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$32K ﹤0.01%
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$32K ﹤0.01%
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$32K ﹤0.01%
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$31K ﹤0.01%
2,500
648
$30K ﹤0.01%
800
649
$30K ﹤0.01%
+2,300
650
$30K ﹤0.01%
447
24 25
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