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
$6.15B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$3.8M
3
+$3M
4
BBY icon
Best Buy
BBY
+$2.78M
5
STZ icon
Constellation Brands
STZ
+$2.12M

Top Sells

1
+$25.2M
2
+$5.7M
3
+$4.67M
4
AAPL icon
Apple
AAPL
+$4.04M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 15.53%
3 Financials 15.26%
4 Healthcare 11.85%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.79M 0.14%
172,153
+10,500
77
$8.63M 0.14%
194,028
-8,234
78
$8.5M 0.14%
29,138
-1,738
79
$8.22M 0.13%
30,758
-1,900
80
$7.81M 0.13%
31,655
-730
81
$7.63M 0.12%
35,193
-473
82
$7.57M 0.12%
86,817
-1,048
83
$7.38M 0.12%
149,122
-18,784
84
$7.13M 0.12%
41,507
-225
85
$6.94M 0.11%
30,691
-443
86
$6.7M 0.11%
36,627
-1,508
87
$6.62M 0.11%
64,619
-500
88
$6.57M 0.11%
3,869
-25
89
$6.51M 0.11%
26,203
90
$6.49M 0.11%
69,469
-4,255
91
$6.47M 0.11%
124,532
-8,229
92
$6.41M 0.1%
108,332
+3,209
93
$6.37M 0.1%
10,003
94
$6.32M 0.1%
130,935
-555
95
$6.29M 0.1%
73,160
-333
96
$6.16M 0.1%
52,625
-2,655
97
$6M 0.1%
98,088
-9,374
98
$5.95M 0.1%
9,130
-548
99
$5.95M 0.1%
100,426
100
$5.86M 0.1%
13
+2
2 3
4
5 6