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
$6.15B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$3.8M
3
+$3M
4
BBY icon
Best Buy
BBY
+$2.78M
5
STZ icon
Constellation Brands
STZ
+$2.12M

Top Sells

1
+$25.2M
2
+$5.7M
3
+$4.67M
4
AAPL icon
Apple
AAPL
+$4.04M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 15.53%
3 Financials 15.26%
4 Healthcare 11.85%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.45M 0.06%
30,112
+1,150
127
$3.4M 0.06%
77,724
-3,380
128
$3.34M 0.05%
35,203
-1,025
129
$3.34M 0.05%
57,687
-3,132
130
$3.33M 0.05%
59,215
-667
131
$3.28M 0.05%
38,492
+776
132
$3.15M 0.05%
58,103
-1,029
133
$3.11M 0.05%
29,681
-505
134
$3.05M 0.05%
60,586
-1,250
135
$3.04M 0.05%
30,072
-150
136
$3.03M 0.05%
22,674
-2,451
137
$3.02M 0.05%
26,250
138
$3.01M 0.05%
28,416
-13,580
139
$2.98M 0.05%
135,769
-3,000
140
$2.95M 0.05%
9,186
141
$2.91M 0.05%
8,639
-1,297
142
$2.78M 0.05%
33,468
-1,500
143
$2.76M 0.04%
47,202
-2,875
144
$2.69M 0.04%
16,875
+15
145
$2.69M 0.04%
4,462
146
$2.61M 0.04%
12,974
+2,172
147
$2.56M 0.04%
20,918
148
$2.55M 0.04%
20,823
-100
149
$2.53M 0.04%
123,720
-2,552
150
$2.5M 0.04%
15,266
-165
4 5
6
7 8