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
$6.15B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$3.8M
3
+$3M
4
BBY icon
Best Buy
BBY
+$2.78M
5
STZ icon
Constellation Brands
STZ
+$2.12M

Top Sells

1
+$25.2M
2
+$5.7M
3
+$4.67M
4
AAPL icon
Apple
AAPL
+$4.04M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 15.53%
3 Financials 15.26%
4 Healthcare 11.85%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21.5M 0.35%
256,096
-3,174
52
$20.5M 0.33%
31,165
-1,400
53
$18.6M 0.3%
236,667
+16,224
54
$18.5M 0.3%
74,907
-80
55
$18.5M 0.3%
42,287
56
$16.1M 0.26%
98,446
+809
57
$16.1M 0.26%
94,100
-11,318
58
$16M 0.26%
270,726
-5,825
59
$14.5M 0.24%
52,606
-1,800
60
$13.9M 0.23%
52,651
-194
61
$13.5M 0.22%
99,505
-1,321
62
$13M 0.21%
111,112
-8,204
63
$11.8M 0.19%
45,844
-1,462
64
$11.1M 0.18%
196,285
+5,000
65
$10.9M 0.18%
211,764
-1,051
66
$10.6M 0.17%
20,493
-105
67
$10.3M 0.17%
29,211
-1,329
68
$10.1M 0.16%
45,285
-792
69
$10M 0.16%
39,489
-370
70
$9.76M 0.16%
38,753
-937
71
$9.21M 0.15%
58,503
72
$9.04M 0.15%
42,180
+15
73
$9M 0.15%
15,952
-774
74
$8.96M 0.15%
63,609
+2,100
75
$8.8M 0.14%
114,895
-1,020
1 2
3
4 5