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
$5.65B
AUM Growth
-$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.99M
3
+$6.73M
4
AMT icon
American Tower
AMT
+$5.62M
5
BWA icon
BorgWarner
BWA
+$5.27M

Top Sells

1
+$40.4M
2
+$24.6M
3
+$23.7M
4
AAPL icon
Apple
AAPL
+$4.69M
5
WMT icon
Walmart
WMT
+$2.42M

Sector Composition

1 Technology 24.87%
2 Financials 16.4%
3 Consumer Discretionary 14.98%
4 Healthcare 12.07%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.6M 0.31%
108,385
-2,727
52
$17.4M 0.31%
41,861
-426
53
$17.3M 0.31%
95,959
+1,859
54
$17M 0.3%
31,164
-1
55
$16.9M 0.3%
74,230
-677
56
$16.1M 0.29%
99,470
-35
57
$15.2M 0.27%
99,381
+935
58
$14.7M 0.26%
51,279
-1,327
59
$14M 0.25%
270,797
+71
60
$12.8M 0.23%
51,041
-1,610
61
$10.5M 0.19%
29,187
-24
62
$10.5M 0.19%
38,365
-388
63
$10.4M 0.18%
210,748
-1,016
64
$10.3M 0.18%
46,246
+11,053
65
$9.99M 0.18%
20,363
-130
66
$9.69M 0.17%
180,525
-15,760
67
$9.18M 0.16%
111,883
-3,012
68
$9.13M 0.16%
66,685
+3,076
69
$9M 0.16%
44,494
-1,350
70
$8.95M 0.16%
43,617
-1,668
71
$8.87M 0.16%
41,375
-805
72
$8.37M 0.15%
39,399
-90
73
$8.21M 0.15%
30,727
-31
74
$8M 0.14%
26,128
-75
75
$7.95M 0.14%
192,931
-1,097
1 2
3
4 5