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
$3.41B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$35.6M
3
+$13.8M
4
CE icon
Celanese
CE
+$2.68M
5
MS icon
Morgan Stanley
MS
+$2.37M

Top Sells

1
+$32.7M
2
+$25M
3
+$4.36M
4
AN icon
AutoNation
AN
+$3.55M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.17M

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 18.18%
3 Financials 16.43%
4 Healthcare 11.74%
5 Real Estate 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.93M 0.06%
33,927
+832
152
$1.89M 0.06%
42,020
153
$1.85M 0.05%
41,608
-185
154
$1.83M 0.05%
9,691
+1,454
155
$1.82M 0.05%
15,393
+4,743
156
$1.82M 0.05%
28,737
-1,144
157
$1.81M 0.05%
44,054
+11,025
158
$1.79M 0.05%
47,650
+19,850
159
$1.77M 0.05%
19,171
160
$1.76M 0.05%
31,766
161
$1.73M 0.05%
28,061
-933
162
$1.71M 0.05%
9,832
+3,558
163
$1.71M 0.05%
64,215
164
$1.66M 0.05%
35,595
-14,529
165
$1.66M 0.05%
20,574
166
$1.62M 0.05%
20,343
-30,164
167
$1.6M 0.05%
12,638
+941
168
$1.55M 0.05%
16,668
+2,191
169
$1.5M 0.04%
24,610
-5,398
170
$1.45M 0.04%
26,268
+2,545
171
$1.45M 0.04%
16,228
-1,326
172
$1.38M 0.04%
11,113
+421
173
$1.37M 0.04%
5,564
+398
174
$1.36M 0.04%
38,902
+14,008
175
$1.36M 0.04%
5,823
+112
5 6
7
8 9