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
$3.41B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$35.6M
3
+$13.8M
4
CE icon
Celanese
CE
+$2.68M
5
MS icon
Morgan Stanley
MS
+$2.37M

Top Sells

1
+$32.7M
2
+$25M
3
+$4.36M
4
AN icon
AutoNation
AN
+$3.55M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.17M

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 18.18%
3 Financials 16.43%
4 Healthcare 11.74%
5 Real Estate 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.9M 0.44%
93,179
+5,500
52
$14.3M 0.42%
104,234
-182,011
53
$13.8M 0.4%
488,604
+17,059
54
$13.8M 0.4%
105,576
+2,506
55
$12.8M 0.38%
375,053
-8,482
56
$12.8M 0.37%
46,927
-1,752
57
$12.1M 0.35%
86,998
+10,565
58
$11.4M 0.34%
142,201
-1,480
59
$10.8M 0.32%
66,654
+492
60
$10.1M 0.3%
28,786
+732
61
$10M 0.29%
80,684
-5,335
62
$9.51M 0.28%
58,725
-354
63
$9.47M 0.28%
156,968
+6,088
64
$9.44M 0.28%
57,359
+115
65
$9.26M 0.27%
221,345
+304
66
$8.87M 0.26%
58,627
+6,713
67
$8.09M 0.24%
67,474
+2,403
68
$7.98M 0.23%
71,361
-1,750
69
$7.78M 0.23%
36,229
+728
70
$7.72M 0.23%
101,998
-2,478
71
$7.71M 0.23%
140,122
-1,486
72
$7.3M 0.21%
33,749
-25
73
$6.94M 0.2%
25,454
+425
74
$6.68M 0.2%
52,093
-24,750
75
$6.27M 0.18%
115,245
-7,920
1 2
3
4 5