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
$1.77B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$42.9M
3
+$42.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.8M
5
TJX icon
TJX Companies
TJX
+$32.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 11.5%
3 Energy 11.31%
4 Healthcare 10.99%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.28M 0.19%
+92,714
127
$3.15M 0.18%
+108,900
128
$3.14M 0.18%
+44,800
129
$3.13M 0.18%
+38,528
130
$3.08M 0.17%
+85,200
131
$2.98M 0.17%
+57,282
132
$2.87M 0.16%
+17
133
$2.84M 0.16%
+41,328
134
$2.83M 0.16%
+34,313
135
$2.77M 0.16%
+39,987
136
$2.74M 0.16%
+102,419
137
$2.73M 0.15%
+42,276
138
$2.61M 0.15%
+51,843
139
$2.61M 0.15%
+66,400
140
$2.58M 0.15%
+78,349
141
$2.58M 0.15%
+11,460
142
$2.52M 0.14%
+58,233
143
$2.46M 0.14%
+32,521
144
$2.44M 0.14%
+22,549
145
$2.44M 0.14%
+23,060
146
$2.35M 0.13%
+93,571
147
$2.34M 0.13%
+668,275
148
$2.32M 0.13%
+27,374
149
$2.31M 0.13%
+14,380
150
$2.29M 0.13%
+92,060
4 5
6
7 8