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
$5.45B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.98M
3
+$5.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
5
EOG icon
EOG Resources
EOG
+$3.48M

Top Sells

1
+$8.03M
2
+$7.46M
3
+$5.68M
4
CBRE icon
CBRE Group
CBRE
+$5.38M
5
BLDR icon
Builders FirstSource
BLDR
+$4.3M

Sector Composition

1 Technology 26.3%
2 Financials 15.88%
3 Consumer Discretionary 14.43%
4 Healthcare 10.61%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.99M 0.05%
8,127
127
$2.96M 0.05%
10,448
128
$2.94M 0.05%
47,841
129
$2.87M 0.05%
24,077
-39
130
$2.86M 0.05%
57,436
+868
131
$2.84M 0.05%
160,000
132
$2.83M 0.05%
32,170
+654
133
$2.78M 0.05%
5,537
134
$2.78M 0.05%
42,500
135
$2.69M 0.05%
20,302
-637
136
$2.64M 0.05%
78,197
+6,460
137
$2.62M 0.05%
12,415
-657
138
$2.55M 0.05%
66,876
+2,813
139
$2.51M 0.05%
14,597
+431
140
$2.49M 0.05%
14,295
-824
141
$2.46M 0.05%
27,664
-119
142
$2.42M 0.04%
18,370
-125
143
$2.39M 0.04%
9,697
-50
144
$2.37M 0.04%
32,470
+1,955
145
$2.32M 0.04%
23,033
-13,523
146
$2.3M 0.04%
20,292
-375
147
$2.28M 0.04%
121,568
148
$2.15M 0.04%
4,668
+380
149
$2.15M 0.04%
13,597
-223
150
$2.13M 0.04%
32,014
4 5
6
7 8