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
$5.45B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.98M
3
+$5.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
5
EOG icon
EOG Resources
EOG
+$3.48M

Top Sells

1
+$8.03M
2
+$7.46M
3
+$5.68M
4
CBRE icon
CBRE Group
CBRE
+$5.38M
5
BLDR icon
Builders FirstSource
BLDR
+$4.3M

Sector Composition

1 Technology 26.3%
2 Financials 15.88%
3 Consumer Discretionary 14.43%
4 Healthcare 10.61%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.29M 0.08%
21,147
102
$4.24M 0.08%
20,426
+637
103
$4.15M 0.08%
79,236
-81
104
$4.05M 0.07%
18,386
-187
105
$4.04M 0.07%
21,655
-536
106
$4.03M 0.07%
120,561
+1,853
107
$3.91M 0.07%
43,296
+488
108
$3.88M 0.07%
56,109
+2,691
109
$3.88M 0.07%
24,050
-25
110
$3.84M 0.07%
54,475
-75
111
$3.8M 0.07%
112,053
112
$3.78M 0.07%
29,371
+1,061
113
$3.57M 0.07%
9,670
-471
114
$3.49M 0.06%
21,860
115
$3.34M 0.06%
56,603
116
$3.33M 0.06%
15,140
117
$3.2M 0.06%
32,793
-2,236
118
$3.18M 0.06%
45,572
+556
119
$3.12M 0.06%
48,975
-780
120
$3.12M 0.06%
31,299
-211
121
$3.1M 0.06%
72,984
122
$3.06M 0.06%
35,280
+2,960
123
$3.05M 0.06%
7,516
+5,003
124
$3.02M 0.06%
39,242
+4,762
125
$2.99M 0.05%
33,360
+1,243
3 4
5
6 7