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
$5.46B
AUM Growth
+$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$11.7M
3
+$8.21M
4
FIS icon
Fidelity National Information Services
FIS
+$7.49M
5
BBY icon
Best Buy
BBY
+$6.9M

Top Sells

1
+$73.7M
2
+$35M
3
+$10.9M
4
DAL icon
Delta Air Lines
DAL
+$4.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.18M

Sector Composition

1 Technology 27.23%
2 Financials 15.77%
3 Consumer Discretionary 14.92%
4 Healthcare 11.46%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.56M 0.1%
47,844
-60
102
$5.54M 0.1%
75,604
-908
103
$5.49M 0.1%
3,959
-36
104
$5.44M 0.1%
38,075
-1,771
105
$5.37M 0.1%
84,625
106
$5.27M 0.1%
195,000
-20,928
107
$5.02M 0.09%
12
108
$4.96M 0.09%
24,078
-121
109
$4.82M 0.09%
50,123
-110
110
$4.74M 0.09%
19,610
-442
111
$4.65M 0.09%
21,184
-465
112
$4.65M 0.09%
52,407
113
$4.55M 0.08%
44,427
+7,125
114
$4.4M 0.08%
35,423
-470
115
$4.36M 0.08%
29,531
+1,079
116
$4.26M 0.08%
21,207
-123
117
$4.2M 0.08%
18,851
+137
118
$4.13M 0.08%
61,743
-16
119
$4.06M 0.07%
48,667
-4,644
120
$3.88M 0.07%
49,211
-200
121
$3.87M 0.07%
16,322
-2,834
122
$3.65M 0.07%
66,269
-270
123
$3.64M 0.07%
7,903
124
$3.6M 0.07%
24,364
125
$3.6M 0.07%
10,341
-231
3 4
5
6 7