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
$3.74B
AUM Growth
+$710M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$43.7M
2
+$10.1M
3
+$8.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.1M
5
SSNC icon
SS&C Technologies
SSNC
+$3.24M

Top Sells

1
+$52M
2
+$7.31M
3
+$4.39M
4
CBRE icon
CBRE Group
CBRE
+$3.64M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Sector Composition

1 Technology 27.77%
2 Consumer Discretionary 16.44%
3 Financials 14.06%
4 Healthcare 12.71%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.14M 0.16%
55,257
-3,975
77
$6.07M 0.16%
103,191
+5,733
78
$6.06M 0.16%
135,583
-17,705
79
$6M 0.16%
33,267
-721
80
$5.93M 0.16%
98,200
-1,185
81
$5.89M 0.16%
165,630
-34,185
82
$5.35M 0.14%
69,246
+1,938
83
$5.2M 0.14%
116,389
-2,160
84
$5.2M 0.14%
48,381
-151
85
$5.06M 0.14%
32,274
+846
86
$5.05M 0.13%
32,905
-2,355
87
$5.01M 0.13%
34,379
-725
88
$4.83M 0.13%
121,988
-5,278
89
$4.62M 0.12%
66,839
-7,247
90
$4.37M 0.12%
21,963
-34
91
$4.35M 0.12%
72,424
-1,624
92
$4.34M 0.12%
91,254
+17,414
93
$3.94M 0.11%
52,507
94
$3.67M 0.1%
49,937
+1,132
95
$3.67M 0.1%
31,343
-12,590
96
$3.64M 0.1%
51,650
97
$3.5M 0.09%
38,220
-1,786
98
$3.47M 0.09%
13
99
$3.4M 0.09%
85,122
-2,736
100
$3.37M 0.09%
4,185
-80
2 3
4
5 6