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
$2.69B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.13M
3
+$3.05M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.13M
5
CLB icon
Core Laboratories
CLB
+$1.98M

Top Sells

1
+$11.4M
2
+$8.43M
3
+$8.07M
4
AZO icon
AutoZone
AZO
+$4.24M
5
CE icon
Celanese
CE
+$4.2M

Sector Composition

1 Technology 18.5%
2 Financials 16.35%
3 Consumer Discretionary 13.85%
4 Healthcare 11.27%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.28M 0.08%
21,850
-481
127
$2.27M 0.08%
58,124
-640
128
$2.25M 0.08%
22,245
129
$2.17M 0.08%
52,353
-2,400
130
$2.17M 0.08%
10,642
131
$2.15M 0.08%
21,830
132
$2.13M 0.08%
+19,093
133
$2.1M 0.08%
34,525
-60
134
$2.06M 0.08%
24,372
-1,460
135
$2.05M 0.08%
24,362
+384
136
$2.04M 0.08%
92,816
-2,844
137
$2.01M 0.07%
9,458
138
$2.01M 0.07%
39,626
139
$1.95M 0.07%
10,391
140
$1.92M 0.07%
40,806
+992
141
$1.92M 0.07%
50,630
+50
142
$1.91M 0.07%
50,052
143
$1.9M 0.07%
16,675
+705
144
$1.9M 0.07%
9,091
+443
145
$1.85M 0.07%
13,517
+273
146
$1.84M 0.07%
33,594
-7,810
147
$1.75M 0.07%
22,558
-4,831
148
$1.75M 0.07%
14,503
149
$1.73M 0.06%
12,006
-167
150
$1.66M 0.06%
27,937
+536
4 5
6
7 8