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
$5.65B
AUM Growth
-$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.99M
3
+$6.73M
4
AMT icon
American Tower
AMT
+$5.62M
5
BWA icon
BorgWarner
BWA
+$5.27M

Top Sells

1
+$40.4M
2
+$24.6M
3
+$23.7M
4
AAPL icon
Apple
AAPL
+$4.69M
5
WMT icon
Walmart
WMT
+$2.42M

Sector Composition

1 Technology 24.87%
2 Financials 16.4%
3 Consumer Discretionary 14.98%
4 Healthcare 12.07%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.27M 0.06%
53,040
-500
127
$3.21M 0.06%
30,072
128
$3.1M 0.05%
58,315
-900
129
$3.08M 0.05%
28,533
-1,579
130
$3.02M 0.05%
46,848
-354
131
$3M 0.05%
26,282
+32
132
$2.95M 0.05%
22,694
+20
133
$2.94M 0.05%
10,238
+1,052
134
$2.9M 0.05%
15,396
-10
135
$2.9M 0.05%
16,860
-15
136
$2.89M 0.05%
76,780
-944
137
$2.82M 0.05%
15,074
-192
138
$2.77M 0.05%
36,596
-1,896
139
$2.77M 0.05%
36,893
-19,057
140
$2.72M 0.05%
12,216
+3,577
141
$2.69M 0.05%
20,984
+161
142
$2.66M 0.05%
69,094
+35,943
143
$2.65M 0.05%
23,232
-135
144
$2.64M 0.05%
57,585
-518
145
$2.62M 0.05%
11,777
146
$2.62M 0.05%
14,359
147
$2.52M 0.04%
30,897
-200
148
$2.47M 0.04%
12,899
-75
149
$2.47M 0.04%
52,651
-7,935
150
$2.46M 0.04%
20,909
-9
4 5
6
7 8