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
$6.15B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$3.8M
3
+$3M
4
BBY icon
Best Buy
BBY
+$2.78M
5
STZ icon
Constellation Brands
STZ
+$2.12M

Top Sells

1
+$25.2M
2
+$5.7M
3
+$4.67M
4
AAPL icon
Apple
AAPL
+$4.04M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 15.53%
3 Financials 15.26%
4 Healthcare 11.85%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.46M 0.04%
28,214
-585
152
$2.44M 0.04%
31,097
-7,000
153
$2.44M 0.04%
11,777
-798
154
$2.43M 0.04%
17,800
155
$2.41M 0.04%
6,515
-1,028
156
$2.4M 0.04%
23,367
157
$2.4M 0.04%
54,072
-9,830
158
$2.39M 0.04%
50,805
-7,500
159
$2.34M 0.04%
13,919
160
$2.34M 0.04%
6,105
161
$2.29M 0.04%
46,922
-448
162
$2.25M 0.04%
14,359
163
$2.24M 0.04%
9,838
164
$2.18M 0.04%
4,758
165
$2.15M 0.04%
32,500
+2,033
166
$2.12M 0.03%
24,703
-1,650
167
$2.04M 0.03%
9,961
-875
168
$2.03M 0.03%
42,284
-1,938
169
$2.01M 0.03%
12,079
170
$1.87M 0.03%
13,072
171
$1.83M 0.03%
37,560
+4,348
172
$1.83M 0.03%
12,282
173
$1.79M 0.03%
8,907
-400
174
$1.78M 0.03%
23,874
175
$1.77M 0.03%
9,760
5 6
7
8 9