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
$5.34B
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$6.89M
3
+$6.29M
4
CVX icon
Chevron
CVX
+$5.42M
5
AZO icon
AutoZone
AZO
+$4.94M

Top Sells

1
+$26.3M
2
+$7.87M
3
+$5.81M
4
MS icon
Morgan Stanley
MS
+$5.61M
5
ROP icon
Roper Technologies
ROP
+$5.24M

Sector Composition

1 Technology 24.89%
2 Financials 16.39%
3 Consumer Discretionary 15.18%
4 Healthcare 10.5%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.88M 0.05%
155,000
-5,000
127
$2.84M 0.05%
10,446
-2
128
$2.81M 0.05%
7,458
-58
129
$2.67M 0.05%
24,051
-26
130
$2.66M 0.05%
19,077
-1,225
131
$2.64M 0.05%
41,900
-600
132
$2.6M 0.05%
78,364
+167
133
$2.56M 0.05%
69,867
+2,991
134
$2.53M 0.05%
12,140
-3,000
135
$2.46M 0.05%
14,148
-449
136
$2.36M 0.04%
34,039
+1,569
137
$2.31M 0.04%
12,051
-364
138
$2.28M 0.04%
32,097
-7,145
139
$2.28M 0.04%
28,366
+702
140
$2.27M 0.04%
5,180
-357
141
$2.26M 0.04%
14,060
+2,550
142
$2.25M 0.04%
19,967
-5
143
$2.23M 0.04%
22,568
-465
144
$2.23M 0.04%
14,927
+632
145
$2.21M 0.04%
121,568
146
$2.17M 0.04%
27,728
-4,442
147
$2.14M 0.04%
12,870
148
$2.08M 0.04%
14,884
149
$2.08M 0.04%
47,009
+880
150
$2.05M 0.04%
13,504
-93
4 5
6
7 8