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
$3.74B
AUM Growth
+$710M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$43.7M
2
+$10.1M
3
+$8.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.1M
5
SSNC icon
SS&C Technologies
SSNC
+$3.24M

Top Sells

1
+$52M
2
+$7.31M
3
+$4.39M
4
CBRE icon
CBRE Group
CBRE
+$3.64M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Sector Composition

1 Technology 27.77%
2 Consumer Discretionary 16.44%
3 Financials 14.06%
4 Healthcare 12.71%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.2M 0.38%
74,053
-9,553
52
$13.8M 0.37%
41,816
-2,979
53
$13.5M 0.36%
47,527
+9,282
54
$11.3M 0.3%
291,292
+208,776
55
$11.1M 0.3%
74,692
+7,640
56
$10.7M 0.29%
109,437
+4,144
57
$10.5M 0.28%
339,215
-15,940
58
$10.4M 0.28%
60,506
59
$10.4M 0.28%
140,742
-413
60
$10.3M 0.27%
62,544
-176
61
$9.82M 0.26%
82,092
+2,281
62
$9.1M 0.24%
53,834
-2,071
63
$8.26M 0.22%
133,996
-46,951
64
$7.76M 0.21%
23,909
-3,095
65
$7.67M 0.2%
139,126
-2,042
66
$7.58M 0.2%
52,953
-6,086
67
$7.05M 0.19%
38,227
+1,963
68
$6.97M 0.19%
206,456
-3,037
69
$6.92M 0.19%
29,359
+54
70
$6.71M 0.18%
49,664
-650
71
$6.66M 0.18%
35,552
+1,252
72
$6.41M 0.17%
36,679
-187
73
$6.39M 0.17%
33,097
+2,902
74
$6.3M 0.17%
114,036
+2,764
75
$6.15M 0.16%
47,183
+1,735
1 2
3
4 5