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
$5.46B
AUM Growth
+$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$11.7M
3
+$8.21M
4
FIS icon
Fidelity National Information Services
FIS
+$7.49M
5
BBY icon
Best Buy
BBY
+$6.9M

Top Sells

1
+$73.7M
2
+$35M
3
+$10.9M
4
DAL icon
Delta Air Lines
DAL
+$4.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.18M

Sector Composition

1 Technology 27.23%
2 Financials 15.77%
3 Consumer Discretionary 14.92%
4 Healthcare 11.46%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.7M 0.32%
224,360
-12,694
52
$17.6M 0.32%
106,105
-153
53
$16.9M 0.31%
42,920
-260
54
$16.1M 0.29%
238,568
-11,745
55
$14.7M 0.27%
74,014
56
$13.3M 0.24%
98,465
-1,243
57
$12.9M 0.24%
56,266
-2,845
58
$12.8M 0.23%
52,847
+250
59
$12.2M 0.22%
116,662
-4,113
60
$12.1M 0.22%
215,169
-11,283
61
$11.5M 0.21%
102,036
-7,939
62
$11.2M 0.21%
286,832
-12,975
63
$10.7M 0.2%
46,846
-3,341
64
$10.3M 0.19%
20,927
+2
65
$10.2M 0.19%
190,205
+2,225
66
$9.99M 0.18%
40,915
+4,833
67
$9.45M 0.17%
173,913
-250
68
$9.33M 0.17%
119,979
-12,992
69
$9.33M 0.17%
48,083
-716
70
$9.18M 0.17%
41,742
-2,123
71
$8.92M 0.16%
42,905
-3,555
72
$8.88M 0.16%
62,381
-6,470
73
$8.67M 0.16%
210,238
-51,674
74
$8.65M 0.16%
36,995
-223
75
$8.51M 0.16%
32,765
-17
1 2
3
4 5