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
$4.63B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.44M
3
+$3.87M
4
BBY icon
Best Buy
BBY
+$3.84M
5
AMZN icon
Amazon
AMZN
+$3.73M

Top Sells

1
+$3.88M
2
+$3.18M
3
+$2.68M
4
CVX icon
Chevron
CVX
+$2.29M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.65M

Sector Composition

1 Technology 28.06%
2 Consumer Discretionary 15.51%
3 Financials 15.32%
4 Healthcare 12.32%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.75M 0.15%
46,168
-593
77
$6.64M 0.14%
102,639
-6,835
78
$6.64M 0.14%
140,590
-9,968
79
$6.63M 0.14%
46,930
+13,323
80
$6.61M 0.14%
131,828
+2,300
81
$6.53M 0.14%
28,398
-950
82
$6.49M 0.14%
90,698
-432
83
$6.45M 0.14%
60,257
+8,514
84
$6.41M 0.14%
48,204
+128
85
$6.35M 0.14%
115,803
+2,272
86
$6.31M 0.14%
32,023
+31
87
$6.26M 0.13%
32,146
-579
88
$6.19M 0.13%
100,226
+526
89
$6.1M 0.13%
40,064
+1,522
90
$6.08M 0.13%
69,698
+1,002
91
$5.79M 0.12%
75,070
+4,314
92
$5.75M 0.12%
119,553
+2,622
93
$5.71M 0.12%
63,725
-388
94
$5.69M 0.12%
91,797
-4,788
95
$5.52M 0.12%
31,755
-1,015
96
$5.49M 0.12%
94,026
+9,534
97
$5.23M 0.11%
24,179
+2,618
98
$5.17M 0.11%
45,619
+2,200
99
$4.86M 0.1%
14
+1
100
$4.83M 0.1%
117,237
-10,651
2 3
4
5 6