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
$5.46B
AUM Growth
+$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$11.7M
3
+$8.21M
4
FIS icon
Fidelity National Information Services
FIS
+$7.49M
5
BBY icon
Best Buy
BBY
+$6.9M

Top Sells

1
+$73.7M
2
+$35M
3
+$10.9M
4
DAL icon
Delta Air Lines
DAL
+$4.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.18M

Sector Composition

1 Technology 27.23%
2 Financials 15.77%
3 Consumer Discretionary 14.92%
4 Healthcare 11.46%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.68M 0.05%
16,216
-154
152
$2.67M 0.05%
9,315
153
$2.47M 0.05%
21,216
-819
154
$2.47M 0.05%
16,860
-694
155
$2.46M 0.05%
29,608
-14,821
156
$2.44M 0.04%
10,200
+116
157
$2.43M 0.04%
36,181
+765
158
$2.4M 0.04%
12,282
+4,382
159
$2.36M 0.04%
28,799
-13
160
$2.35M 0.04%
6,183
-113
161
$2.33M 0.04%
127,552
-3,632
162
$2.29M 0.04%
23,367
-16
163
$2.29M 0.04%
4,344
-34
164
$2.21M 0.04%
13,919
+35
165
$2.2M 0.04%
58,305
166
$2.16M 0.04%
18,218
-237
167
$2.16M 0.04%
14,428
-75
168
$2.16M 0.04%
5,408
-135
169
$2.12M 0.04%
26,353
+882
170
$2.03M 0.04%
44,772
-900
171
$2.02M 0.04%
9,838
-420
172
$2M 0.04%
12,079
-75
173
$1.98M 0.04%
20,712
174
$1.98M 0.04%
11,086
+311
175
$1.96M 0.04%
47,561
-1,579
5 6
7
8 9