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%
100
902
$1K ﹤0.01%
65
903
$1K ﹤0.01%
53
904
$1K ﹤0.01%
+20
905
$1K ﹤0.01%
1,625
906
$1K ﹤0.01%
+1,300
907
$1K ﹤0.01%
37
908
$1K ﹤0.01%
1,500
909
– –
-700
910
– –
-335
911
– –
-18
912
– –
-469
913
– –
-40
914
– –
-1,700
915
$0 ﹤0.01%
38
916
$0 ﹤0.01%
9
917
– –
-378
918
– –
-19
919
– –
-200
920
– –
-926
921
– –
-700
922
– –
-203
923
– –
-167
924
– –
-100
925
– –
-100
35 36
37
38 39