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
$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
51
$11.4M 0.42%
220,977
-6,938
52
$10.9M 0.4%
235,875
+5,020
53
$10.7M 0.4%
65,151
-51,511
54
$9.75M 0.36%
62,511
-2,046
55
$9.65M 0.36%
99,772
-3,517
56
$9.57M 0.36%
89,013
-1,767
57
$9.38M 0.35%
59,974
-3,488
58
$9.33M 0.35%
69,249
-1,203
59
$9.23M 0.34%
77,494
+1,349
60
$9.09M 0.34%
61,184
-140
61
$8.67M 0.32%
107,960
-2,244
62
$8.56M 0.32%
63,862
-3,358
63
$7.94M 0.3%
130,793
-2,657
64
$7.87M 0.29%
67,173
-211
65
$7.74M 0.29%
144,196
-809
66
$7.16M 0.27%
116,860
-4,320
67
$7.13M 0.27%
207,373
-3,250
68
$7.11M 0.26%
20,575
-764
69
$7.08M 0.26%
92,855
-2,436
70
$6.9M 0.26%
120,869
-200
71
$6.7M 0.25%
40,173
-342
72
$6.66M 0.25%
140,935
-10,575
73
$6.61M 0.25%
121,000
-400
74
$6.33M 0.24%
68,887
-690
75
$6.19M 0.23%
74,047
-5,631
1 2
3
4 5