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
751
$17K ﹤0.01%
337
752
$17K ﹤0.01%
+400
753
$17K ﹤0.01%
900
754
$17K ﹤0.01%
+329
755
$16K ﹤0.01%
1,131
756
$16K ﹤0.01%
933
757
$16K ﹤0.01%
543
758
$16K ﹤0.01%
180
759
$16K ﹤0.01%
250
760
$16K ﹤0.01%
311
761
$16K ﹤0.01%
6,000
762
$15K ﹤0.01%
246
-163
763
$15K ﹤0.01%
250
764
$15K ﹤0.01%
1,123
765
$15K ﹤0.01%
500
766
$15K ﹤0.01%
300
-100
767
$14K ﹤0.01%
65
768
$14K ﹤0.01%
130
769
$14K ﹤0.01%
300
770
$14K ﹤0.01%
205
771
$14K ﹤0.01%
104
772
$14K ﹤0.01%
500
773
$14K ﹤0.01%
90
774
$14K ﹤0.01%
1,360
775
$14K ﹤0.01%
81
29 30
31
32 33