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
$3.41B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$35.6M
3
+$13.8M
4
CE icon
Celanese
CE
+$2.68M
5
MS icon
Morgan Stanley
MS
+$2.37M

Top Sells

1
+$32.7M
2
+$25M
3
+$4.36M
4
AN icon
AutoNation
AN
+$3.55M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.17M

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 18.18%
3 Financials 16.43%
4 Healthcare 11.74%
5 Real Estate 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.89M 0.17%
37,636
-1,341
77
$5.85M 0.17%
42,826
-4,477
78
$5.8M 0.17%
29,982
+4,180
79
$5.79M 0.17%
37,657
-225
80
$5.77M 0.17%
52,455
+350
81
$5.63M 0.17%
84,947
-2,746
82
$5.61M 0.16%
145,135
+37,500
83
$5.48M 0.16%
50,086
-676
84
$5.42M 0.16%
134,669
+12,355
85
$5.33M 0.16%
106,815
-1,775
86
$5.13M 0.15%
68,215
-753
87
$5.11M 0.15%
34,399
+183
88
$5.11M 0.15%
101,209
-2,409
89
$4.93M 0.14%
85,100
+100
90
$4.92M 0.14%
88,835
-20,084
91
$4.76M 0.14%
166,604
-10,249
92
$4.75M 0.14%
27,583
+1,212
93
$4.71M 0.14%
164,940
+6,891
94
$4.68M 0.14%
15
+2
95
$4.63M 0.14%
91,373
-8,621
96
$4.6M 0.13%
38,468
+8,191
97
$4.44M 0.13%
43,564
+7,940
98
$4.43M 0.13%
22,388
+358
99
$4.29M 0.13%
48,498
+8,089
100
$4.17M 0.12%
60,630
-300
2 3
4
5 6