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
$2.69B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.13M
3
+$3.05M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.13M
5
CLB icon
Core Laboratories
CLB
+$1.98M

Top Sells

1
+$11.4M
2
+$8.43M
3
+$8.07M
4
AZO icon
AutoZone
AZO
+$4.24M
5
CE icon
Celanese
CE
+$4.2M

Sector Composition

1 Technology 18.5%
2 Financials 16.35%
3 Consumer Discretionary 13.85%
4 Healthcare 11.27%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.62M 0.06%
77,880
-750
152
$1.56M 0.06%
21,513
-9,912
153
$1.56M 0.06%
31,766
+29,400
154
$1.53M 0.06%
26,645
-333
155
$1.52M 0.06%
53,297
156
$1.52M 0.06%
20,998
-820
157
$1.52M 0.06%
18,348
-1,029
158
$1.52M 0.06%
22,021
159
$1.5M 0.06%
26,697
-150
160
$1.5M 0.06%
27,451
161
$1.47M 0.05%
32,062
162
$1.47M 0.05%
14,243
-1,748
163
$1.46M 0.05%
19,844
-2,000
164
$1.44M 0.05%
9,137
-798
165
$1.42M 0.05%
22,122
+50
166
$1.39M 0.05%
4,371
-583
167
$1.39M 0.05%
32,742
168
$1.39M 0.05%
17,029
169
$1.33M 0.05%
18,875
-125
170
$1.32M 0.05%
12,120
+3,545
171
$1.31M 0.05%
14,279
172
$1.29M 0.05%
80,310
173
$1.29M 0.05%
39,940
-90,180
174
$1.24M 0.05%
15,259
175
$1.17M 0.04%
41,841
+25,000
5 6
7
8 9