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
$5.45B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.98M
3
+$5.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
5
EOG icon
EOG Resources
EOG
+$3.48M

Top Sells

1
+$8.03M
2
+$7.46M
3
+$5.68M
4
CBRE icon
CBRE Group
CBRE
+$5.38M
5
BLDR icon
Builders FirstSource
BLDR
+$4.3M

Sector Composition

1 Technology 26.3%
2 Financials 15.88%
3 Consumer Discretionary 14.43%
4 Healthcare 10.61%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.14M 0.13%
72,843
-1,283
77
$7.01M 0.13%
28,017
-179
78
$6.73M 0.12%
13
+2
79
$6.64M 0.12%
32,437
+2,089
80
$6.62M 0.12%
7,407
-1
81
$6.31M 0.12%
169,586
+16,652
82
$6.22M 0.11%
29,255
-45
83
$5.91M 0.11%
79,709
+565
84
$5.87M 0.11%
29,530
85
$5.79M 0.11%
106,386
+4,984
86
$5.75M 0.11%
57,369
+318
87
$5.67M 0.1%
52,540
88
$5.6M 0.1%
32,220
+125
89
$5.55M 0.1%
41,446
+17,175
90
$5.54M 0.1%
193,121
+2,320
91
$5.43M 0.1%
25,684
-1,414
92
$5.33M 0.1%
59,675
-6,987
93
$4.99M 0.09%
39,724
94
$4.96M 0.09%
50,068
+1,226
95
$4.75M 0.09%
3,624
-70
96
$4.74M 0.09%
21,343
-475
97
$4.71M 0.09%
115,731
+6,570
98
$4.69M 0.09%
178,137
-545
99
$4.51M 0.08%
70,566
-2,302
100
$4.37M 0.08%
48,717
2 3
4
5 6