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
76
$5.95M 0.22%
55,139
+99
77
$5.84M 0.22%
108,974
-1,171
78
$5.51M 0.2%
53,181
79
$5.5M 0.2%
207,525
-22,158
80
$5.41M 0.2%
34,950
-285
81
$5.36M 0.2%
36,279
-595
82
$5.09M 0.19%
48,141
83
$4.86M 0.18%
33,823
-1,581
84
$4.72M 0.18%
27,444
-1,451
85
$4.71M 0.17%
50,618
-485
86
$4.55M 0.17%
63,712
-100
87
$4.45M 0.17%
151,656
-100,426
88
$4.32M 0.16%
94,224
-460
89
$4.21M 0.16%
55,771
-1,970
90
$4.16M 0.15%
33,629
+4,881
91
$4.15M 0.15%
82,662
-325
92
$3.96M 0.15%
22,464
-1,751
93
$3.9M 0.15%
26,607
-3,007
94
$3.66M 0.14%
24,899
-51
95
$3.63M 0.13%
+251,528
96
$3.61M 0.13%
51,815
-800
97
$3.57M 0.13%
12
98
$3.53M 0.13%
141,065
-12,565
99
$3.45M 0.13%
14,068
-57
100
$3.16M 0.12%
20,400
-2,515
2 3
4
5 6