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
$5.45B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.98M
3
+$5.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
5
EOG icon
EOG Resources
EOG
+$3.48M

Top Sells

1
+$8.03M
2
+$7.46M
3
+$5.68M
4
CBRE icon
CBRE Group
CBRE
+$5.38M
5
BLDR icon
Builders FirstSource
BLDR
+$4.3M

Sector Composition

1 Technology 26.3%
2 Financials 15.88%
3 Consumer Discretionary 14.43%
4 Healthcare 10.61%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.1M 0.28%
68,851
+3,426
52
$14.7M 0.27%
96,563
+382
53
$14.5M 0.27%
81,058
-1,158
54
$14.5M 0.27%
199,715
-1,810
55
$14.4M 0.27%
81,040
-340
56
$13.5M 0.25%
261,446
-5,627
57
$13.2M 0.24%
114,356
+2,333
58
$13.1M 0.24%
96,862
-126
59
$13M 0.24%
229,827
-9,412
60
$12.5M 0.23%
51,460
-20
61
$10.9M 0.2%
45,736
-651
62
$9.82M 0.18%
20,496
-167
63
$9.75M 0.18%
90,945
-362
64
$9.61M 0.18%
183,790
+8,870
65
$9.41M 0.17%
30,835
+705
66
$9.41M 0.17%
41,675
+36
67
$9.17M 0.17%
21,452
-260
68
$9.1M 0.17%
247,957
-3,898
69
$8.97M 0.16%
62,033
-2,269
70
$8.76M 0.16%
73,519
-821
71
$8.75M 0.16%
65,938
+2,598
72
$8.67M 0.16%
143,984
+26,579
73
$8.59M 0.16%
32,827
+2,858
74
$7.83M 0.14%
169,533
+3,471
75
$7.76M 0.14%
41,417
-483
1 2
3
4 5