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
$4.63B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.44M
3
+$3.87M
4
BBY icon
Best Buy
BBY
+$3.84M
5
AMZN icon
Amazon
AMZN
+$3.73M

Top Sells

1
+$3.88M
2
+$3.18M
3
+$2.68M
4
CVX icon
Chevron
CVX
+$2.29M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.65M

Sector Composition

1 Technology 28.06%
2 Consumer Discretionary 15.51%
3 Financials 15.32%
4 Healthcare 12.32%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.9M 0.32%
43,321
-2,113
52
$14.7M 0.32%
295,050
-22,026
53
$13.4M 0.29%
75,885
+1,578
54
$12.5M 0.27%
340,677
+378
55
$12.5M 0.27%
59,176
-1,250
56
$11.7M 0.25%
109,641
+622
57
$11.5M 0.25%
82,765
+538
58
$11.2M 0.24%
210,531
+4,015
59
$10.7M 0.23%
137,704
+954
60
$10.5M 0.23%
123,899
-27,087
61
$10.4M 0.22%
61,554
-1,230
62
$10.3M 0.22%
52,394
+3,069
63
$9.72M 0.21%
46,683
-585
64
$9.26M 0.2%
22,050
-1,295
65
$8.62M 0.19%
51,167
-279
66
$8.61M 0.19%
146,472
+9,808
67
$8.44M 0.18%
+111,120
68
$8.26M 0.18%
179,710
+13,765
69
$8.24M 0.18%
38,415
+710
70
$8.24M 0.18%
37,677
+3,804
71
$8.05M 0.17%
36,186
+375
72
$8M 0.17%
32,658
-490
73
$7.85M 0.17%
48,892
-236
74
$7.55M 0.16%
32,094
-6,303
75
$6.97M 0.15%
34,211
-42
1 2
3
4 5