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
$5.46B
AUM Growth
+$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$11.7M
3
+$8.21M
4
FIS icon
Fidelity National Information Services
FIS
+$7.49M
5
BBY icon
Best Buy
BBY
+$6.9M

Top Sells

1
+$73.7M
2
+$35M
3
+$10.9M
4
DAL icon
Delta Air Lines
DAL
+$4.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.18M

Sector Composition

1 Technology 27.23%
2 Financials 15.77%
3 Consumer Discretionary 14.92%
4 Healthcare 11.46%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.49M 0.16%
18,210
-158,060
77
$8.38M 0.15%
162,653
+3
78
$8M 0.15%
63,509
+1,651
79
$7.63M 0.14%
136,202
-7,277
80
$7.54M 0.14%
31,700
-128
81
$7.29M 0.13%
32,175
-108
82
$7.29M 0.13%
32,585
-348
83
$7.13M 0.13%
31,634
-589
84
$7.1M 0.13%
151,017
+1,311
85
$7.08M 0.13%
90,969
-648
86
$7.06M 0.13%
45,616
-3,773
87
$6.99M 0.13%
9,690
-609
88
$6.82M 0.12%
27,970
-465
89
$6.68M 0.12%
40,233
-2,458
90
$6.66M 0.12%
105,630
-4,776
91
$6.47M 0.12%
10,003
-25
92
$6.38M 0.12%
74,826
-1,333
93
$6.32M 0.12%
56,547
-3,508
94
$6.12M 0.11%
101,111
+4,316
95
$6.04M 0.11%
113,398
-657,389
96
$5.91M 0.11%
109,136
-4,570
97
$5.74M 0.11%
67,309
-1,371
98
$5.73M 0.1%
60,590
-3,300
99
$5.72M 0.1%
29,893
-427
100
$5.7M 0.1%
85,295
-3,303
2 3
4
5 6