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
$6.67B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$13M
3
+$6.65M
4
STZ icon
Constellation Brands
STZ
+$3.79M
5
ANSS
Ansys
ANSS
+$3.46M

Top Sells

1
+$43M
2
+$42.4M
3
+$13.8M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$11.8M
5
TJX icon
TJX Companies
TJX
+$8.09M

Sector Composition

1 Technology 25.42%
2 Financials 17.81%
3 Consumer Discretionary 14.84%
4 Healthcare 9.63%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.4M 0.26%
88,185
-1,653
52
$16.9M 0.25%
60,935
-230
53
$15.9M 0.24%
190,633
-12,901
54
$13.3M 0.2%
76,681
-835
55
$12.6M 0.19%
149,035
+1,596
56
$12.1M 0.18%
168,297
-18,913
57
$11.9M 0.18%
104,700
-1,433
58
$11.7M 0.18%
53,043
+2,309
59
$11.7M 0.18%
32,355
+800
60
$11.4M 0.17%
56,359
-925
61
$11.4M 0.17%
175,354
-4,085
62
$11.2M 0.17%
210,051
-17,408
63
$11.1M 0.17%
53,746
-2,397
64
$11.1M 0.17%
64,946
-1,437
65
$11M 0.17%
176,793
-2,675
66
$10.9M 0.16%
206,455
-3,350
67
$10.6M 0.16%
119,398
-479,498
68
$10.5M 0.16%
38,308
-1,274
69
$10.4M 0.16%
88,689
-1,859
70
$10.3M 0.15%
57,489
+2,100
71
$9.5M 0.14%
42,073
-545
72
$9.48M 0.14%
61,530
-1,031
73
$9.44M 0.14%
16,578
-148
74
$9.42M 0.14%
34,770
-277
75
$9.38M 0.14%
35,867
-4,450
1 2
3
4 5