EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
901
$1K ﹤0.01%
1,625
902
$1K ﹤0.01%
+1,300
903
$1K ﹤0.01%
400
904
$1K ﹤0.01%
31
905
$1K ﹤0.01%
100
906
$1K ﹤0.01%
65
907
$1K ﹤0.01%
37
908
$1K ﹤0.01%
1,500
909
– –
-700
910
– –
-700
911
– –
-335
912
– –
-100
913
– –
-1,060
914
– –
-240
915
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-275
916
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-18
917
– –
-469
918
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-40
919
– –
-1,700
920
$0 ﹤0.01%
38
921
$0 ﹤0.01%
9
922
– –
-378
923
– –
-19
924
– –
-200
925
– –
-926
35 36
37
38 39