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
801
$11K ﹤0.01%
550
802
$11K ﹤0.01%
400
803
$11K ﹤0.01%
1,700
804
$11K ﹤0.01%
92
805
$10K ﹤0.01%
120
806
$10K ﹤0.01%
180
-6,090
807
$10K ﹤0.01%
640
808
$10K ﹤0.01%
229
-16
809
$10K ﹤0.01%
600
810
$10K ﹤0.01%
100
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811
$10K ﹤0.01%
202
812
$10K ﹤0.01%
80
813
$10K ﹤0.01%
100
814
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300
815
$9K ﹤0.01%
310
-200
816
$9K ﹤0.01%
270
817
$9K ﹤0.01%
384
818
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41
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$8K ﹤0.01%
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$8K ﹤0.01%
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821
$8K ﹤0.01%
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$8K ﹤0.01%
613
823
$8K ﹤0.01%
191
824
$7K ﹤0.01%
82
825
$7K ﹤0.01%
390
31 32
33
34 35