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
$3.74B
AUM Growth
+$710M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$43.7M
2
+$10.1M
3
+$8.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.1M
5
SSNC icon
SS&C Technologies
SSNC
+$3.24M

Top Sells

1
+$52M
2
+$7.31M
3
+$4.39M
4
CBRE icon
CBRE Group
CBRE
+$3.64M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Sector Composition

1 Technology 27.77%
2 Consumer Discretionary 16.44%
3 Financials 14.06%
4 Healthcare 12.71%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.33M 0.09%
20,342
+900
102
$3.33M 0.09%
63,671
-372
103
$3.32M 0.09%
182,819
+20,515
104
$3.29M 0.09%
36,087
+3,740
105
$3.28M 0.09%
52,883
+1,866
106
$3.26M 0.09%
142,620
-2,214
107
$3.18M 0.09%
21,998
-1,920
108
$3.17M 0.08%
43,305
-1,995
109
$3.14M 0.08%
31,357
+19,100
110
$3.13M 0.08%
13,804
+420
111
$3.11M 0.08%
26,954
+300
112
$3.06M 0.08%
47,137
-5,058
113
$3.04M 0.08%
21,281
114
$3M 0.08%
9,119
+10
115
$2.99M 0.08%
8,302
-695
116
$2.97M 0.08%
+44,106
117
$2.88M 0.08%
7,901
-100
118
$2.81M 0.08%
26,867
-167
119
$2.77M 0.07%
34,095
+151
120
$2.75M 0.07%
38,205
+30
121
$2.74M 0.07%
39,079
-1,256
122
$2.67M 0.07%
31,000
+3,675
123
$2.66M 0.07%
33,014
-515
124
$2.66M 0.07%
16,995
125
$2.6M 0.07%
32,586
+11
3 4
5
6 7