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
676
$26K ﹤0.01%
125
677
$26K ﹤0.01%
146
678
$26K ﹤0.01%
1,253
679
$26K ﹤0.01%
538
680
$26K ﹤0.01%
250
681
$26K ﹤0.01%
3
682
$26K ﹤0.01%
+500
683
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533
684
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400
685
$25K ﹤0.01%
250
686
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360
687
$25K ﹤0.01%
152
688
$25K ﹤0.01%
+2,000
689
$25K ﹤0.01%
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690
$25K ﹤0.01%
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691
$25K ﹤0.01%
392
692
$25K ﹤0.01%
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693
$25K ﹤0.01%
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$25K ﹤0.01%
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$25K ﹤0.01%
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696
$24K ﹤0.01%
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697
$24K ﹤0.01%
706
698
$24K ﹤0.01%
350
699
$24K ﹤0.01%
297
-20
700
$24K ﹤0.01%
221
26 27
28
29 30