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
$5.34B
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$6.89M
3
+$6.29M
4
CVX icon
Chevron
CVX
+$5.42M
5
AZO icon
AutoZone
AZO
+$4.94M

Top Sells

1
+$26.3M
2
+$7.87M
3
+$5.81M
4
MS icon
Morgan Stanley
MS
+$5.61M
5
ROP icon
Roper Technologies
ROP
+$5.24M

Sector Composition

1 Technology 24.89%
2 Financials 16.39%
3 Consumer Discretionary 15.18%
4 Healthcare 10.5%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.08M 0.08%
27,597
-1,774
102
$3.99M 0.07%
112,053
103
$3.85M 0.07%
20,834
+408
104
$3.83M 0.07%
54,809
-1,300
105
$3.81M 0.07%
65,592
-4,974
106
$3.81M 0.07%
39,421
-3,875
107
$3.79M 0.07%
40,231
+8,932
108
$3.7M 0.07%
21,860
109
$3.7M 0.07%
24,025
-25
110
$3.69M 0.07%
53,877
-598
111
$3.6M 0.07%
10,043
+373
112
$3.58M 0.07%
21,145
-510
113
$3.36M 0.06%
17,147
-4,000
114
$3.35M 0.06%
43,615
-1,957
115
$3.22M 0.06%
58,291
+855
116
$3.13M 0.06%
7,127
-1,000
117
$3.03M 0.06%
72,204
-780
118
$3.02M 0.06%
55,621
-982
119
$3.02M 0.06%
36,330
+1,050
120
$3.02M 0.06%
2,722
-902
121
$3M 0.06%
32,389
-404
122
$2.99M 0.06%
33,914
+554
123
$2.95M 0.06%
48,750
-225
124
$2.93M 0.05%
10,736
+1,039
125
$2.88M 0.05%
47,841
3 4
5
6 7