EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
51
$11.2M 0.64%
+225,110
52
$11M 0.62%
+204,830
53
$10.9M 0.61%
+353,976
54
$10.1M 0.57%
+332,064
55
$10.1M 0.57%
+221,127
56
$9.79M 0.55%
+116,110
57
$9.73M 0.55%
+84,859
58
$9.62M 0.54%
+125,001
59
$9.56M 0.54%
+158,148
60
$9.14M 0.52%
+195,537
61
$8.81M 0.5%
+213,500
62
$8.8M 0.5%
+133,690
63
$8.35M 0.47%
+141,888
64
$8.22M 0.47%
+592,060
65
$8.18M 0.46%
+210,907
66
$8.06M 0.46%
+140,818
67
$7.98M 0.45%
+49,731
68
$7.74M 0.44%
+364,392
69
$7.72M 0.44%
+145,958
70
$7.69M 0.44%
+264,466
71
$7.61M 0.43%
+139,594
72
$7.52M 0.43%
+146,599
73
$7.51M 0.42%
+317,960
74
$7.48M 0.42%
+227,693
75
$6.94M 0.39%
+121,091
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3
4 5