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
$3.41B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$35.6M
3
+$13.8M
4
CE icon
Celanese
CE
+$2.68M
5
MS icon
Morgan Stanley
MS
+$2.37M

Top Sells

1
+$32.7M
2
+$25M
3
+$4.36M
4
AN icon
AutoNation
AN
+$3.55M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.17M

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 18.18%
3 Financials 16.43%
4 Healthcare 11.74%
5 Real Estate 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.17M 0.12%
38,379
+2,890
102
$4.12M 0.12%
32,157
-149
103
$4.06M 0.12%
69,668
+224
104
$4.03M 0.12%
69,293
-500
105
$4M 0.12%
23,635
+1,160
106
$3.89M 0.11%
52,150
-500
107
$3.69M 0.11%
48,674
-4,580
108
$3.65M 0.11%
49,251
-3,282
109
$3.6M 0.11%
25,927
-1,038
110
$3.59M 0.11%
53,684
+2,954
111
$3.59M 0.11%
9,433
+704
112
$3.49M 0.1%
36,408
+2,185
113
$3.27M 0.1%
82,722
-48
114
$3.27M 0.1%
19,491
-216
115
$3.26M 0.1%
58,301
+4,526
116
$3.23M 0.09%
43,980
-736
117
$3.22M 0.09%
39,715
+3,710
118
$3.2M 0.09%
50,741
+23,725
119
$3.18M 0.09%
8,151
+247
120
$3.18M 0.09%
4,509
-67
121
$3.12M 0.09%
42,838
-8,532
122
$3.08M 0.09%
25,985
+625
123
$3.01M 0.09%
49,589
+951
124
$3M 0.09%
37,816
-15
125
$2.97M 0.09%
56,796
-687
3 4
5
6 7