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
$3.74B
AUM Growth
+$710M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$43.7M
2
+$10.1M
3
+$8.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.1M
5
SSNC icon
SS&C Technologies
SSNC
+$3.24M

Top Sells

1
+$52M
2
+$7.31M
3
+$4.39M
4
CBRE icon
CBRE Group
CBRE
+$3.64M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Sector Composition

1 Technology 27.77%
2 Consumer Discretionary 16.44%
3 Financials 14.06%
4 Healthcare 12.71%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.56M 0.07%
23,665
+612
127
$2.55M 0.07%
+53,565
128
$2.47M 0.07%
61,720
+7,492
129
$2.44M 0.07%
20,318
+1,015
130
$2.4M 0.06%
25,167
-1,000
131
$2.4M 0.06%
21,409
-1,000
132
$2.35M 0.06%
60,410
-8,751
133
$2.33M 0.06%
44,952
-5,392
134
$2.31M 0.06%
62,678
-22,074
135
$2.24M 0.06%
41,854
-3,120
136
$2.17M 0.06%
15,813
+35
137
$2.16M 0.06%
90,152
-5,200
138
$2.09M 0.06%
14,790
-214
139
$2.07M 0.06%
64,463
140
$2.04M 0.05%
37,337
-353
141
$2.03M 0.05%
79,186
-9,947
142
$1.97M 0.05%
+34,715
143
$1.91M 0.05%
4,192
+1,487
144
$1.88M 0.05%
31,766
145
$1.87M 0.05%
23,364
-276
146
$1.87M 0.05%
16,413
-247
147
$1.87M 0.05%
23,021
+9,550
148
$1.86M 0.05%
26,563
-490
149
$1.84M 0.05%
9,095
-410
150
$1.83M 0.05%
50,795
-4,460
4 5
6
7 8