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
$5.34B
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$6.89M
3
+$6.29M
4
CVX icon
Chevron
CVX
+$5.42M
5
AZO icon
AutoZone
AZO
+$4.94M

Top Sells

1
+$26.3M
2
+$7.87M
3
+$5.81M
4
MS icon
Morgan Stanley
MS
+$5.61M
5
ROP icon
Roper Technologies
ROP
+$5.24M

Sector Composition

1 Technology 24.89%
2 Financials 16.39%
3 Consumer Discretionary 15.18%
4 Healthcare 10.5%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.3M 0.29%
63,504
-5,347
52
$14.9M 0.28%
216,302
+16,587
53
$14.2M 0.27%
82,625
+1,585
54
$14M 0.26%
96,109
-454
55
$13.8M 0.26%
92,758
-4,104
56
$13.8M 0.26%
255,927
-5,519
57
$12.6M 0.24%
229,815
-12
58
$12.1M 0.23%
51,460
59
$12M 0.22%
77,059
-3,999
60
$11.3M 0.21%
110,017
-4,339
61
$11M 0.21%
93,834
+2,889
62
$10.2M 0.19%
204,260
+20,470
63
$10.1M 0.19%
180,629
+36,645
64
$9.95M 0.19%
43,243
-2,493
65
$9.28M 0.17%
37,080
+4,253
66
$9.25M 0.17%
20,251
-245
67
$9.16M 0.17%
21,075
-377
68
$8.77M 0.16%
63,360
+1,327
69
$8.46M 0.16%
65,705
-233
70
$8.41M 0.16%
30,789
-46
71
$8.39M 0.16%
40,390
-1,285
72
$7.79M 0.15%
234,969
-12,988
73
$7.57M 0.14%
71,431
-2,088
74
$7.47M 0.14%
170,882
+1,349
75
$7.25M 0.14%
41,038
-379
1 2
3
4 5