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
926
– –
-1,060
927
– –
-240
928
– –
-275
929
– –
-500
930
– –
-450
931
– –
-12,853
932
– –
0
933
– –
-2
934
– –
-200
935
$0 ﹤0.01%
1
936
– –
-100
937
$0 ﹤0.01%
2
938
$0 ﹤0.01%
+1
939
– –
-158
940
$0 ﹤0.01%
10
-14
941
– –
-75
942
– –
-2,600
943
– –
-13,448
944
– –
-13,158
945
– –
-850
946
– –
-1,500
947
$0 ﹤0.01%
5
948
$0 ﹤0.01%
29
949
– –
-900
950
$0 ﹤0.01%
375
35 36 37
38
39