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
$2.69B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1 +$3.63M
2 +$3.13M
3 +$3.05M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.13M
5
CLB icon
Core Laboratories
CLB
+$1.98M

Top Sells

1 +$11.4M
2 +$8.43M
3 +$8.07M
4
AZO icon
AutoZone
AZO
+$4.24M
5
CE icon
Celanese
CE
+$4.2M

Sector Composition

1 Technology 18.5%
2 Financials 16.35%
3 Consumer Discretionary 13.85%
4 Healthcare 11.27%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$21K ﹤0.01%
200
727
$21K ﹤0.01%
544
-13
728
$21K ﹤0.01%
400
729
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+1,192
730
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300
731
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732
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171
733
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776
734
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735
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736
$19K ﹤0.01%
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737
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738
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739
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741
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665
742
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744
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745
$17K ﹤0.01%
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$17K ﹤0.01%
320
748
$17K ﹤0.01%
425
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$17K ﹤0.01%
400
750
$17K ﹤0.01%
675