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
$6.15B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$3.8M
3
+$3M
4
BBY icon
Best Buy
BBY
+$2.78M
5
STZ icon
Constellation Brands
STZ
+$2.12M

Top Sells

1
+$25.2M
2
+$5.7M
3
+$4.67M
4
AAPL icon
Apple
AAPL
+$4.04M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 15.53%
3 Financials 15.26%
4 Healthcare 11.85%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.81M 0.09%
39,102
-736
102
$5.65M 0.09%
24,068
103
$5.48M 0.09%
195,000
104
$5.31M 0.09%
47,841
-128
105
$5.29M 0.09%
52,407
106
$5.26M 0.09%
45,094
-2,775
107
$4.97M 0.08%
48,187
-215
108
$4.97M 0.08%
28,587
-355
109
$4.91M 0.08%
21,829
-2,611
110
$4.8M 0.08%
163,370
+4,730
111
$4.69M 0.08%
21,207
112
$4.63M 0.08%
55,950
-2,428
113
$4.61M 0.08%
73,988
-6,238
114
$4.51M 0.07%
73,548
-6,550
115
$4.37M 0.07%
18,100
116
$4.36M 0.07%
20,886
-500
117
$4.31M 0.07%
46,373
-3,750
118
$4.31M 0.07%
18,621
+274
119
$4.16M 0.07%
16,322
120
$3.97M 0.06%
47,423
121
$3.78M 0.06%
36,578
+1,155
122
$3.77M 0.06%
53,540
-500
123
$3.76M 0.06%
24,006
-328
124
$3.76M 0.06%
15,406
-397
125
$3.73M 0.06%
95,546
+55
3 4
5
6 7