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
$5.46B
AUM Growth
+$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$11.7M
3
+$8.21M
4
FIS icon
Fidelity National Information Services
FIS
+$7.49M
5
BBY icon
Best Buy
BBY
+$6.9M

Top Sells

1
+$73.7M
2
+$35M
3
+$10.9M
4
DAL icon
Delta Air Lines
DAL
+$4.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.18M

Sector Composition

1 Technology 27.23%
2 Financials 15.77%
3 Consumer Discretionary 14.92%
4 Healthcare 11.46%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.59M 0.07%
36,233
-1,598
127
$3.56M 0.07%
62,416
-2,793
128
$3.5M 0.06%
95,531
-250
129
$3.5M 0.06%
24,963
+111
130
$3.45M 0.06%
47,468
-116
131
$3.44M 0.06%
60,332
-54
132
$3.42M 0.06%
+83,532
133
$3.35M 0.06%
138,769
-1,520
134
$3.34M 0.06%
57,540
-1,019
135
$3.28M 0.06%
33,972
-1,200
136
$3.18M 0.06%
28,113
+3,076
137
$3.13M 0.06%
16,821
-171
138
$3.08M 0.06%
37,916
-5,591
139
$3.07M 0.06%
10,543
-427
140
$3.06M 0.06%
153,080
-520
141
$2.97M 0.05%
23,667
142
$2.97M 0.05%
38,147
-101
143
$2.95M 0.05%
20,918
-10
144
$2.93M 0.05%
29,714
-2,634
145
$2.9M 0.05%
26,250
146
$2.87M 0.05%
59,030
-20
147
$2.87M 0.05%
83,832
-620
148
$2.78M 0.05%
35,135
-3,709
149
$2.74M 0.05%
12,575
+214
150
$2.69M 0.05%
50,077
+3,404
4 5
6
7 8