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
$3.41B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$35.6M
3
+$13.8M
4
CE icon
Celanese
CE
+$2.68M
5
MS icon
Morgan Stanley
MS
+$2.37M

Top Sells

1
+$32.7M
2
+$25M
3
+$4.36M
4
AN icon
AutoNation
AN
+$3.55M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.17M

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 18.18%
3 Financials 16.43%
4 Healthcare 11.74%
5 Real Estate 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.93M 0.09%
85,794
-8,245
127
$2.9M 0.09%
21,281
-219
128
$2.8M 0.08%
9,474
-117
129
$2.74M 0.08%
18,424
-485
130
$2.71M 0.08%
34,767
+7,059
131
$2.67M 0.08%
82,708
132
$2.63M 0.08%
58,285
+3,544
133
$2.58M 0.08%
17,070
+2,490
134
$2.44M 0.07%
31,975
+6,727
135
$2.4M 0.07%
27,397
+1,145
136
$2.39M 0.07%
58,442
-1,751
137
$2.38M 0.07%
98,620
-52
138
$2.33M 0.07%
65,000
-5,005
139
$2.32M 0.07%
22,682
-671
140
$2.28M 0.07%
9,295
141
$2.27M 0.07%
12,720
-608
142
$2.26M 0.07%
21,173
+995
143
$2.23M 0.07%
12,179
-240
144
$2.17M 0.06%
15,261
-3,515
145
$2.09M 0.06%
27,654
+528
146
$2.07M 0.06%
26,818
+1,572
147
$2.06M 0.06%
29,846
+637
148
$2.05M 0.06%
10,456
+213
149
$1.99M 0.06%
68,109
+1,793
150
$1.97M 0.06%
14,036
-1,306
4 5
6
7 8