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
$5.65B
AUM Growth
-$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.99M
3
+$6.73M
4
AMT icon
American Tower
AMT
+$5.62M
5
BWA icon
BorgWarner
BWA
+$5.27M

Top Sells

1
+$40.4M
2
+$24.6M
3
+$23.7M
4
AAPL icon
Apple
AAPL
+$4.69M
5
WMT icon
Walmart
WMT
+$2.42M

Sector Composition

1 Technology 24.87%
2 Financials 16.4%
3 Consumer Discretionary 14.98%
4 Healthcare 12.07%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5M 0.09%
9,169
+39
102
$4.87M 0.09%
39,094
-8
103
$4.69M 0.08%
47,841
104
$4.61M 0.08%
50,725
-1,900
105
$4.5M 0.08%
165,130
+1,760
106
$4.42M 0.08%
21,207
107
$4.34M 0.08%
42,905
-5,282
108
$4.31M 0.08%
43,945
-2,428
109
$4.26M 0.08%
52,307
-100
110
$4.22M 0.07%
23,899
-169
111
$4.14M 0.07%
19,525
+904
112
$4.08M 0.07%
82,266
-48,669
113
$4.04M 0.07%
17,737
-363
114
$3.92M 0.07%
41,724
+6,521
115
$3.9M 0.07%
101,841
+6,295
116
$3.89M 0.07%
67,554
-5,994
117
$3.88M 0.07%
16,322
118
$3.84M 0.07%
19,712
-1,174
119
$3.78M 0.07%
146,464
+10,695
120
$3.77M 0.07%
34,004
-2,574
121
$3.71M 0.07%
23,833
-173
122
$3.62M 0.06%
47,423
123
$3.61M 0.06%
57,687
124
$3.35M 0.06%
32,548
+4,132
125
$3.28M 0.06%
29,336
-345
3 4
5
6 7