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
$6.67B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$13M
3
+$6.65M
4
STZ icon
Constellation Brands
STZ
+$3.79M
5
ANSS
Ansys
ANSS
+$3.46M

Top Sells

1
+$43M
2
+$42.4M
3
+$13.8M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$11.8M
5
TJX icon
TJX Companies
TJX
+$8.09M

Sector Composition

1 Technology 25.42%
2 Financials 17.81%
3 Consumer Discretionary 14.84%
4 Healthcare 9.63%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.26M 0.05%
42,405
-1,635
127
$3.19M 0.05%
4,495
128
$3.1M 0.05%
35,225
-1,450
129
$3.03M 0.05%
24,942
-5,895
130
$3.01M 0.05%
5,955
131
$2.95M 0.04%
25,567
-1,450
132
$2.94M 0.04%
28,348
-2,496
133
$2.91M 0.04%
53,191
134
$2.87M 0.04%
14,550
-9,124
135
$2.86M 0.04%
17,811
136
$2.86M 0.04%
27,472
-240
137
$2.79M 0.04%
13,538
-5
138
$2.6M 0.04%
5,246
-60
139
$2.58M 0.04%
13,211
140
$2.55M 0.04%
10,905
+24
141
$2.55M 0.04%
4,355
142
$2.47M 0.04%
27,305
-305
143
$2.44M 0.04%
18,032
-1,282
144
$2.42M 0.04%
12,082
-830
145
$2.42M 0.04%
26,861
+160
146
$2.39M 0.04%
12,595
-278
147
$2.38M 0.04%
14,877
148
$2.38M 0.04%
32,321
-153
149
$2.35M 0.04%
30,056
150
$2.29M 0.03%
10,249
+212
4 5
6
7 8