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
$5.34B
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$6.89M
3
+$6.29M
4
CVX icon
Chevron
CVX
+$5.42M
5
AZO icon
AutoZone
AZO
+$4.94M

Top Sells

1
+$26.3M
2
+$7.87M
3
+$5.81M
4
MS icon
Morgan Stanley
MS
+$5.61M
5
ROP icon
Roper Technologies
ROP
+$5.24M

Sector Composition

1 Technology 24.89%
2 Financials 16.39%
3 Consumer Discretionary 15.18%
4 Healthcare 10.5%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.05M 0.04%
5,400
-859
152
$2M 0.04%
22,135
-630
153
$2M 0.04%
25,406
+243
154
$1.99M 0.04%
18,113
+684
155
$1.98M 0.04%
6,611
+679
156
$1.96M 0.04%
17,692
-678
157
$1.92M 0.04%
4,693
+25
158
$1.89M 0.04%
9,463
159
$1.87M 0.04%
18,430
+202
160
$1.86M 0.03%
14,860
161
$1.85M 0.03%
26,713
+425
162
$1.85M 0.03%
29,114
-2,900
163
$1.83M 0.03%
14,649
+575
164
$1.79M 0.03%
16,639
-3,653
165
$1.77M 0.03%
10,826
-426
166
$1.71M 0.03%
24,916
+1,375
167
$1.7M 0.03%
21,730
-2,500
168
$1.7M 0.03%
35,713
+25,800
169
$1.7M 0.03%
5,249
-283
170
$1.69M 0.03%
10,861
+62
171
$1.68M 0.03%
25,567
+5,000
172
$1.65M 0.03%
4,379
+72
173
$1.61M 0.03%
13,415
-83
174
$1.6M 0.03%
13,285
+33
175
$1.56M 0.03%
38,222
+262
5 6
7
8 9