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
$5.45B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.98M
3
+$5.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
5
EOG icon
EOG Resources
EOG
+$3.48M

Top Sells

1
+$8.03M
2
+$7.46M
3
+$5.68M
4
CBRE icon
CBRE Group
CBRE
+$5.38M
5
BLDR icon
Builders FirstSource
BLDR
+$4.3M

Sector Composition

1 Technology 26.3%
2 Financials 15.88%
3 Consumer Discretionary 14.43%
4 Healthcare 10.61%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.11M 0.04%
6,259
-700
152
$2.09M 0.04%
25,163
+1,640
153
$2.07M 0.04%
14,884
-24
154
$2.03M 0.04%
24,230
-5,110
155
$1.97M 0.04%
17,429
-250
156
$1.96M 0.04%
19,972
-2,151
157
$1.96M 0.04%
18,228
+1,400
158
$1.95M 0.04%
11,510
+1,200
159
$1.95M 0.04%
11,252
+792
160
$1.95M 0.04%
14,074
+3,615
161
$1.94M 0.04%
9,463
-174
162
$1.92M 0.04%
26,288
-68
163
$1.92M 0.04%
46,129
+17,955
164
$1.9M 0.03%
4,307
+149
165
$1.85M 0.03%
12,870
+1,768
166
$1.85M 0.03%
22,765
+2,275
167
$1.78M 0.03%
5,532
+247
168
$1.76M 0.03%
23,765
+90
169
$1.75M 0.03%
10,799
170
$1.75M 0.03%
23,541
+2,400
171
$1.72M 0.03%
14,860
172
$1.71M 0.03%
50,156
-2,000
173
$1.7M 0.03%
5,932
+367
174
$1.67M 0.03%
44,395
+3,600
175
$1.62M 0.03%
37,960
-1,387
5 6
7
8 9