EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$42.9M
3
+$42.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.8M
5
TJX icon
TJX Companies
TJX
+$32.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 11.5%
3 Energy 11.31%
4 Healthcare 10.99%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.52M 0.09%
+35,814
177
$1.51M 0.09%
+16,350
178
$1.47M 0.08%
+5,600
179
$1.44M 0.08%
+39,500
180
$1.42M 0.08%
+19,929
181
$1.41M 0.08%
+38,330
182
$1.4M 0.08%
+26,000
183
$1.39M 0.08%
+40,735
184
$1.36M 0.08%
+58,429
185
$1.35M 0.08%
+19,667
186
$1.33M 0.08%
+43,345
187
$1.32M 0.07%
+40,536
188
$1.27M 0.07%
+17,476
189
$1.27M 0.07%
+26,190
190
$1.27M 0.07%
+109,164
191
$1.25M 0.07%
+59,332
192
$1.23M 0.07%
+85,050
193
$1.2M 0.07%
+19,279
194
$1.16M 0.07%
+10,483
195
$1.14M 0.06%
+14,272
196
$1.14M 0.06%
+29,286
197
$1.12M 0.06%
+5,190
198
$1.12M 0.06%
+31,982
199
$1.12M 0.06%
+11,610
200
$1.11M 0.06%
+74,727
6 7
8
9 10