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
$6.67B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$13M
3
+$6.65M
4
STZ icon
Constellation Brands
STZ
+$3.79M
5
ANSS
Ansys
ANSS
+$3.46M

Top Sells

1
+$43M
2
+$42.4M
3
+$13.8M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$11.8M
5
TJX icon
TJX Companies
TJX
+$8.09M

Sector Composition

1 Technology 25.42%
2 Financials 17.81%
3 Consumer Discretionary 14.84%
4 Healthcare 9.63%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.2M 0.03%
14,115
-2,611
152
$2.11M 0.03%
16,018
-55
153
$2.1M 0.03%
37,204
-350
154
$2.07M 0.03%
26,442
-397
155
$2.06M 0.03%
8,569
+163
156
$2.04M 0.03%
21,153
-1,358
157
$2.03M 0.03%
10,243
158
$2.01M 0.03%
85,591
-21,077
159
$1.98M 0.03%
23,866
-1,850
160
$1.97M 0.03%
10,430
161
$1.96M 0.03%
14,052
-405
162
$1.96M 0.03%
14,488
163
$1.95M 0.03%
3,780
164
$1.9M 0.03%
30,246
-15,420
165
$1.9M 0.03%
16,001
+208
166
$1.88M 0.03%
13,770
-151
167
$1.88M 0.03%
3,200
-53
168
$1.78M 0.03%
42,667
-794
169
$1.78M 0.03%
7,168
170
$1.74M 0.03%
2,753
-186
171
$1.71M 0.03%
19,434
-225
172
$1.7M 0.03%
21,760
-430
173
$1.68M 0.03%
11,043
-195
174
$1.67M 0.03%
6,030
-140
175
$1.66M 0.02%
12,624
-696
5 6
7
8 9