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
$1.77B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$42.9M
3
+$42.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.8M
5
TJX icon
TJX Companies
TJX
+$32.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 11.5%
3 Energy 11.31%
4 Healthcare 10.99%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.89M 0.39%
+171,865
77
$6.59M 0.37%
+101,088
78
$6.41M 0.36%
+156,777
79
$6.18M 0.35%
+232,698
80
$5.99M 0.34%
+102,370
81
$5.95M 0.34%
+154,463
82
$5.93M 0.34%
+143,566
83
$5.91M 0.33%
+78,770
84
$5.73M 0.32%
+132,286
85
$5.73M 0.32%
+27,287
86
$5.57M 0.32%
+195,653
87
$5.44M 0.31%
+143,023
88
$5.42M 0.31%
+175,562
89
$5.32M 0.3%
+88,039
90
$5.29M 0.3%
+94,953
91
$5.28M 0.3%
+61,815
92
$5.26M 0.3%
+105,333
93
$5.23M 0.3%
+52,862
94
$5.14M 0.29%
+57,145
95
$5.01M 0.28%
+46,240
96
$4.9M 0.28%
+108,141
97
$4.77M 0.27%
+23,690
98
$4.77M 0.27%
+104,887
99
$4.75M 0.27%
+176,282
100
$4.73M 0.27%
+54,523
2 3
4
5 6