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
$2.69B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.13M
3
+$3.05M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.13M
5
CLB icon
Core Laboratories
CLB
+$1.98M

Top Sells

1
+$11.4M
2
+$8.43M
3
+$8.07M
4
AZO icon
AutoZone
AZO
+$4.24M
5
CE icon
Celanese
CE
+$4.2M

Sector Composition

1 Technology 18.5%
2 Financials 16.35%
3 Consumer Discretionary 13.85%
4 Healthcare 11.27%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.15M 0.04%
3,904
+100
177
$1.12M 0.04%
22,056
178
$1.11M 0.04%
12,859
179
$1.08M 0.04%
16,607
-1,704
180
$1.08M 0.04%
20,732
+60
181
$1.07M 0.04%
8,524
182
$1.04M 0.04%
25,700
-700
183
$1.03M 0.04%
17,454
+236
184
$1.03M 0.04%
30,810
-1,000
185
$1.03M 0.04%
14,772
-3,035
186
$1.03M 0.04%
11,200
187
$1.02M 0.04%
16,841
+120
188
$1.02M 0.04%
18,304
189
$1.01M 0.04%
34,179
+1,605
190
$996K 0.04%
5,760
191
$970K 0.04%
8,575
+1,885
192
$964K 0.04%
75,020
193
$952K 0.04%
59,535
194
$952K 0.04%
13,650
195
$923K 0.03%
3,731
196
$897K 0.03%
5,674
197
$896K 0.03%
14,010
-20
198
$885K 0.03%
20,658
-935
199
$876K 0.03%
12,344
-63
200
$872K 0.03%
12,812
-250
6 7
8
9 10