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
$6.67B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$13M
3
+$6.65M
4
STZ icon
Constellation Brands
STZ
+$3.79M
5
ANSS
Ansys
ANSS
+$3.46M

Top Sells

1
+$43M
2
+$42.4M
3
+$13.8M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$11.8M
5
TJX icon
TJX Companies
TJX
+$8.09M

Sector Composition

1 Technology 25.42%
2 Financials 17.81%
3 Consumer Discretionary 14.84%
4 Healthcare 9.63%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.79M 0.07%
45,782
-1,026
102
$4.52M 0.07%
17,828
-12
103
$4.42M 0.07%
37,802
-5,792
104
$4.38M 0.07%
39,174
-975
105
$4.38M 0.07%
36,540
106
$4.37M 0.07%
54,335
-480
107
$4.27M 0.06%
44,423
-1,468
108
$4.22M 0.06%
64,773
-1,905
109
$4.15M 0.06%
10,802
-212
110
$4.15M 0.06%
15,711
-875
111
$4.09M 0.06%
7,147
-48
112
$4.02M 0.06%
19,436
-764
113
$3.99M 0.06%
76,635
+2,000
114
$3.99M 0.06%
36,466
-263
115
$3.99M 0.06%
15,147
116
$3.9M 0.06%
9,973
-149
117
$3.79M 0.06%
22,310
-511
118
$3.79M 0.06%
2,524
-87
119
$3.79M 0.06%
30,491
+17,311
120
$3.71M 0.06%
13,688
-560
121
$3.52M 0.05%
36,138
-4,566
122
$3.49M 0.05%
87,918
-764
123
$3.38M 0.05%
74,561
+20
124
$3.36M 0.05%
41,500
125
$3.3M 0.05%
46,771
-665
3 4
5
6 7