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
$4.63B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.44M
3
+$3.87M
4
BBY icon
Best Buy
BBY
+$3.84M
5
AMZN icon
Amazon
AMZN
+$3.73M

Top Sells

1
+$3.88M
2
+$3.18M
3
+$2.68M
4
CVX icon
Chevron
CVX
+$2.29M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.65M

Sector Composition

1 Technology 28.06%
2 Consumer Discretionary 15.51%
3 Financials 15.32%
4 Healthcare 12.32%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.03M 0.07%
23,667
-500
127
$3.02M 0.07%
47,284
+4,816
128
$2.99M 0.06%
9,086
+18
129
$2.93M 0.06%
21,419
-11
130
$2.85M 0.06%
7,915
-395
131
$2.77M 0.06%
37,337
-22
132
$2.76M 0.06%
84,552
-5,352
133
$2.75M 0.06%
16,584
+679
134
$2.73M 0.06%
125,445
-2,559
135
$2.7M 0.06%
28,064
-4,800
136
$2.66M 0.06%
38,783
+920
137
$2.58M 0.06%
87,481
+54,801
138
$2.55M 0.06%
60,000
-2,020
139
$2.54M 0.05%
10,843
+1,223
140
$2.49M 0.05%
33,077
-227
141
$2.37M 0.05%
26,250
+27
142
$2.35M 0.05%
9,295
143
$2.35M 0.05%
62,157
-3,757
144
$2.33M 0.05%
4,310
+55
145
$2.25M 0.05%
22,700
-602
146
$2.23M 0.05%
50,200
-603
147
$2.2M 0.05%
19,115
-78
148
$2.15M 0.05%
6,052
-15
149
$2.14M 0.05%
26,671
-4,112
150
$2.13M 0.05%
31,550
-2,281
4 5
6
7 8