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
$5.65B
AUM Growth
-$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.99M
3
+$6.73M
4
AMT icon
American Tower
AMT
+$5.62M
5
BWA icon
BorgWarner
BWA
+$5.27M

Top Sells

1
+$40.4M
2
+$24.6M
3
+$23.7M
4
AAPL icon
Apple
AAPL
+$4.69M
5
WMT icon
Walmart
WMT
+$2.42M

Sector Composition

1 Technology 24.87%
2 Financials 16.4%
3 Consumer Discretionary 14.98%
4 Healthcare 12.07%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.35M 0.04%
30,102
-3,366
152
$2.35M 0.04%
23,389
-235,983
153
$2.33M 0.04%
17,595
-205
154
$2.33M 0.04%
12,570
+2,609
155
$2.32M 0.04%
50,805
156
$2.31M 0.04%
123,720
157
$2.2M 0.04%
13,262
-657
158
$2.16M 0.04%
28,043
-171
159
$2.08M 0.04%
6,131
-384
160
$2.07M 0.04%
23,436
+5,797
161
$2.01M 0.04%
6,095
-10
162
$2M 0.04%
4,542
+100
163
$1.94M 0.03%
12,006
-73
164
$1.91M 0.03%
24,628
-75
165
$1.91M 0.03%
39,385
-2,899
166
$1.91M 0.03%
22,432
-15
167
$1.9M 0.03%
15,952
-663
168
$1.9M 0.03%
4,557
-201
169
$1.9M 0.03%
30,181
-2,319
170
$1.85M 0.03%
38,215
+11,850
171
$1.82M 0.03%
38,773
-15,299
172
$1.77M 0.03%
9,591
-247
173
$1.74M 0.03%
4,639
+177
174
$1.74M 0.03%
12,728
+1,898
175
$1.7M 0.03%
11,488
5 6
7
8 9