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
$1.77B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$42.9M
3
+$42.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.8M
5
TJX icon
TJX Companies
TJX
+$32.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 11.5%
3 Energy 11.31%
4 Healthcare 10.99%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$13K ﹤0.01%
+2,368
702
$13K ﹤0.01%
+290
703
$13K ﹤0.01%
+56
704
$13K ﹤0.01%
+400
705
$13K ﹤0.01%
+155
706
$13K ﹤0.01%
+225
707
$13K ﹤0.01%
+1,670
708
$12K ﹤0.01%
+610
709
$12K ﹤0.01%
+543
710
$12K ﹤0.01%
+626
711
$12K ﹤0.01%
+237
712
$12K ﹤0.01%
+13
713
$12K ﹤0.01%
+304
714
$11K ﹤0.01%
+418
715
$11K ﹤0.01%
+146
716
$11K ﹤0.01%
+378
717
$11K ﹤0.01%
+400
718
$11K ﹤0.01%
+2,250
719
$11K ﹤0.01%
+300
720
$10K ﹤0.01%
+241
721
$10K ﹤0.01%
+300
722
$10K ﹤0.01%
+760
723
$10K ﹤0.01%
+135
724
$10K ﹤0.01%
+308
725
$10K ﹤0.01%
+310
27 28
29
30 31