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
$5.65B
AUM Growth
-$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.99M
3
+$6.73M
4
AMT icon
American Tower
AMT
+$5.62M
5
BWA icon
BorgWarner
BWA
+$5.27M

Top Sells

1
+$40.4M
2
+$24.6M
3
+$23.7M
4
AAPL icon
Apple
AAPL
+$4.69M
5
WMT icon
Walmart
WMT
+$2.42M

Sector Composition

1 Technology 24.87%
2 Financials 16.4%
3 Consumer Discretionary 14.98%
4 Healthcare 12.07%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.86M 0.14%
95,149
-2,939
77
$7.58M 0.13%
29,141
+3
78
$7.38M 0.13%
153,553
-18,600
79
$7.24M 0.13%
73,112
-48
80
$7.06M 0.12%
85,386
-1,431
81
$6.95M 0.12%
52,733
-5,770
82
$6.88M 0.12%
13
83
$6.73M 0.12%
41,482
-25
84
$6.55M 0.12%
105,612
-2,720
85
$6.52M 0.12%
30,691
86
$6.52M 0.12%
10,003
87
$6.39M 0.11%
30,510
-1,145
88
$6.32M 0.11%
63,619
-1,000
89
$6.2M 0.11%
121,727
-2,805
90
$6.04M 0.11%
130,996
-18,126
91
$5.9M 0.1%
42,674
-2,420
92
$5.81M 0.1%
14,268
-1,684
93
$5.78M 0.1%
68,269
-1,200
94
$5.43M 0.1%
98,976
-1,450
95
$5.34M 0.09%
33,587
+5,000
96
$5.23M 0.09%
3,810
-59
97
$5.21M 0.09%
21,558
-271
98
$5.19M 0.09%
33,987
-2,640
99
$5.18M 0.09%
70,988
-3,000
100
$5.05M 0.09%
195,000
2 3
4
5 6