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
$3.74B
AUM Growth
+$710M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$43.7M
2
+$10.1M
3
+$8.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.1M
5
SSNC icon
SS&C Technologies
SSNC
+$3.24M

Top Sells

1
+$52M
2
+$7.31M
3
+$4.39M
4
CBRE icon
CBRE Group
CBRE
+$3.64M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Sector Composition

1 Technology 27.77%
2 Consumer Discretionary 16.44%
3 Financials 14.06%
4 Healthcare 12.71%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.8M 0.05%
63,900
-210
152
$1.76M 0.05%
19,229
-100
153
$1.75M 0.05%
22,702
+649
154
$1.72M 0.05%
33,940
-13,245
155
$1.7M 0.05%
17,821
+1,749
156
$1.69M 0.05%
14,994
-2,836
157
$1.69M 0.05%
132,912
158
$1.67M 0.04%
55,168
-27,540
159
$1.63M 0.04%
9,346
+88
160
$1.63M 0.04%
8,874
+599
161
$1.57M 0.04%
30,659
+1,350
162
$1.56M 0.04%
10,442
-1,264
163
$1.54M 0.04%
+69,287
164
$1.48M 0.04%
62,208
-5,094
165
$1.46M 0.04%
11,547
166
$1.42M 0.04%
5,307
-31
167
$1.4M 0.04%
15,546
-376
168
$1.39M 0.04%
20,712
169
$1.34M 0.04%
19,642
-20,758
170
$1.33M 0.04%
50,427
-2
171
$1.31M 0.04%
38,485
-11
172
$1.28M 0.03%
24,649
-433
173
$1.27M 0.03%
7,036
-3,558
174
$1.26M 0.03%
17,534
-741
175
$1.26M 0.03%
74,035
+2,000
5 6
7
8 9