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
$2.69B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.13M
3
+$3.05M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.13M
5
CLB icon
Core Laboratories
CLB
+$1.98M

Top Sells

1
+$11.4M
2
+$8.43M
3
+$8.07M
4
AZO icon
AutoZone
AZO
+$4.24M
5
CE icon
Celanese
CE
+$4.2M

Sector Composition

1 Technology 18.5%
2 Financials 16.35%
3 Consumer Discretionary 13.85%
4 Healthcare 11.27%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.13M 0.12%
+87,140
102
$3.11M 0.12%
23,202
-265
103
$3.04M 0.11%
66,150
-5,393
104
$3.02M 0.11%
53,093
105
$3M 0.11%
56,600
-1,947
106
$2.97M 0.11%
42,246
+368
107
$2.94M 0.11%
35,786
-199
108
$2.93M 0.11%
66,804
-616
109
$2.83M 0.11%
18,529
+225
110
$2.82M 0.1%
20,770
-86
111
$2.79M 0.1%
4,500
-200
112
$2.76M 0.1%
27,028
-285
113
$2.75M 0.1%
50,330
-2,114
114
$2.69M 0.1%
21,950
-485
115
$2.68M 0.1%
27,451
116
$2.68M 0.1%
33,147
-802
117
$2.65M 0.1%
37,036
-16,825
118
$2.63M 0.1%
100,000
-10,000
119
$2.58M 0.1%
8,040
-80
120
$2.52M 0.09%
76,677
-600
121
$2.46M 0.09%
14,134
-50
122
$2.42M 0.09%
14,299
-565
123
$2.42M 0.09%
60,384
-1,300
124
$2.38M 0.09%
28,775
125
$2.35M 0.09%
52,074
-2,400
3 4
5
6 7