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
826
$7K ﹤0.01%
81
827
$7K ﹤0.01%
101
-42
828
$7K ﹤0.01%
200
829
$7K ﹤0.01%
53
830
$7K ﹤0.01%
183
831
$7K ﹤0.01%
500
832
$7K ﹤0.01%
76
833
$7K ﹤0.01%
200
-520
834
$7K ﹤0.01%
129
835
$7K ﹤0.01%
276
836
$7K ﹤0.01%
65
837
$7K ﹤0.01%
156
838
$7K ﹤0.01%
75
839
$7K ﹤0.01%
64
840
$7K ﹤0.01%
105
841
$7K ﹤0.01%
499
842
$6K ﹤0.01%
75
-190
843
$6K ﹤0.01%
300
844
$6K ﹤0.01%
198
845
$6K ﹤0.01%
195
846
$6K ﹤0.01%
100
847
$6K ﹤0.01%
172
848
$6K ﹤0.01%
100
849
$6K ﹤0.01%
313
850
$6K ﹤0.01%
238
32 33
34
35 36