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
$3.41B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$35.6M
3
+$13.8M
4
CE icon
Celanese
CE
+$2.68M
5
MS icon
Morgan Stanley
MS
+$2.37M

Top Sells

1
+$32.7M
2
+$25M
3
+$4.36M
4
AN icon
AutoNation
AN
+$3.55M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.17M

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 18.18%
3 Financials 16.43%
4 Healthcare 11.74%
5 Real Estate 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.35M 0.04%
19,228
177
$1.29M 0.04%
32,742
178
$1.28M 0.04%
20,712
179
$1.28M 0.04%
9,201
-986
180
$1.27M 0.04%
17,759
-698
181
$1.25M 0.04%
11,460
-545
182
$1.24M 0.04%
15,846
+234
183
$1.21M 0.04%
18,902
-12,433
184
$1.21M 0.04%
47,790
-205
185
$1.21M 0.04%
29,550
-21,568
186
$1.21M 0.04%
20,391
-2,621
187
$1.16M 0.03%
6,478
-106
188
$1.16M 0.03%
11,208
+938
189
$1.16M 0.03%
11,600
-1,000
190
$1.1M 0.03%
9,212
191
$1.09M 0.03%
11,549
-1,139
192
$1.09M 0.03%
22,231
+2,981
193
$1.09M 0.03%
9,729
+3,249
194
$1.04M 0.03%
8,479
195
$1.04M 0.03%
20,576
-70,047
196
$1.04M 0.03%
8,194
-322
197
$1.04M 0.03%
13,872
+1,133
198
$1.04M 0.03%
9,142
+2,529
199
$1.03M 0.03%
9,137
-485
200
$1.03M 0.03%
10,994
-3,739
6 7
8
9 10