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
$5.34B
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$6.89M
3
+$6.29M
4
CVX icon
Chevron
CVX
+$5.42M
5
AZO icon
AutoZone
AZO
+$4.94M

Top Sells

1
+$26.3M
2
+$7.87M
3
+$5.81M
4
MS icon
Morgan Stanley
MS
+$5.61M
5
ROP icon
Roper Technologies
ROP
+$5.24M

Sector Composition

1 Technology 24.89%
2 Financials 16.39%
3 Consumer Discretionary 15.18%
4 Healthcare 10.5%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.67M 0.12%
52,557
+17
77
$6.46M 0.12%
29,393
+138
78
$6.42M 0.12%
27,879
-138
79
$6.27M 0.12%
44,663
+3,217
80
$6.25M 0.12%
7,407
81
$6.14M 0.12%
30,176
-2,261
82
$6.13M 0.11%
37,405
+5,185
83
$5.85M 0.11%
11
-2
84
$5.61M 0.11%
20,881
-462
85
$5.52M 0.1%
106,386
86
$5.51M 0.1%
27,152
+1,468
87
$5.35M 0.1%
28,320
-1,210
88
$5.29M 0.1%
39,724
89
$5.27M 0.1%
73,216
+373
90
$5.21M 0.1%
56,889
-480
91
$5.12M 0.1%
187,176
-5,945
92
$4.87M 0.09%
124,177
+8,446
93
$4.86M 0.09%
177,450
-687
94
$4.62M 0.09%
48,717
95
$4.57M 0.09%
50,085
+17
96
$4.54M 0.08%
79,200
-509
97
$4.38M 0.08%
54,100
-5,575
98
$4.22M 0.08%
118,606
-1,955
99
$4.21M 0.08%
19,843
+1,457
100
$4.21M 0.08%
78,906
-330
2 3
4
5 6