EWM

Evercore Wealth Management Portfolio holdings

AUM $6.21B
AUM
$6.21B
AUM Growth
-$467M
Cap. Flow
-$199M
Cap. Flow %
-3.2%
Top 10 Hldgs %
37.49%
Holding
433
New
16
Increased
38
Reduced
231
Closed
22

Top Buys

1
$72M
2
$61.4M
3
$40.8M
4
$14.4M
5
$11.5M

Top Sells

1
$83.6M
2
$69.9M
3
$31.9M
4
$23.4M
5
$20.9M

Sector Composition

1Technology25.94%
2Financials20.41%
3Consumer Discretionary14.63%
4Healthcare7.82%
5Energy4.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$18.2M0.29%86,827
-679
-0.8%
-$142K
$18.1M0.29%59,175
-1,152
-2%
-$352K
$15.2M0.24%101,590
-10,893
-10%
-$1.63M
$14.6M0.23%178,823
-5,705
-3%
-$466K
$14.5M0.23%46,398
-223,869
-83%
-$69.9M
$13.7M0.22%174,460
-911
-0.5%
-$71.3K
$13M0.21%52,203
-2,580
-5%
-$642K
$12.9M0.21%36,798
-901
-2%
-$316K
$12.6M0.2%74,006
-2,155
-3%
-$367K
$12M0.19%32,352
+48
+0.2%
+$17.9K
$11.7M0.19%189,670
-17,085
-8%
-$1.05M
$11.1M0.18%16,466
-3,202
-16%
-$2.15M
$10.8M0.17%487,487
-545,622
-53%
-$12.1M
$10.4M0.17%147,252
-3,271
-2%
-$232K
$10.4M0.17%144,798
-977
-0.7%
-$70K
$10.4M0.17%203,977
-6,509
-3%
-$331K
$10.1M0.16%85,314
-2,280
-3%
-$271K
$9.96M0.16%57,469
-1,415
-2%
-$245K
$9.27M0.15%158,854
-11,499
-7%
-$671K
$9.07M0.15%101,023
-3,048
-3%
-$274K
$8.99M0.14%67,877
-1,375
-2%
-$182K
$8.91M0.14%49,564
-2,944
-6%
-$529K
$8.9M0.14%60,947
-83,724
-58%
-$12.2M
$8.78M0.14%11
-1
-8%
-$798K
$8.78M0.14%62,774
-1,687
-3%
-$236K
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