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
651
$30K ﹤0.01%
2,355
-2,000
652
$29K ﹤0.01%
335
653
$29K ﹤0.01%
790
654
$29K ﹤0.01%
319
655
$29K ﹤0.01%
526
-225
656
$29K ﹤0.01%
500
-500
657
$29K ﹤0.01%
785
658
$29K ﹤0.01%
310
-24
659
$29K ﹤0.01%
262
660
$28K ﹤0.01%
350
-100
661
$28K ﹤0.01%
439
-226
662
$28K ﹤0.01%
700
663
$28K ﹤0.01%
900
664
$28K ﹤0.01%
423
665
$28K ﹤0.01%
260
666
$28K ﹤0.01%
529
667
$27K ﹤0.01%
1,189
668
$27K ﹤0.01%
600
669
$27K ﹤0.01%
1,173
670
$27K ﹤0.01%
200
671
$27K ﹤0.01%
776
672
$27K ﹤0.01%
500
673
$27K ﹤0.01%
450
674
$27K ﹤0.01%
+1,750
675
$26K ﹤0.01%
125
25 26
27
28 29