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
$3.74B
AUM Growth
+$710M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$43.7M
2
+$10.1M
3
+$8.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.1M
5
SSNC icon
SS&C Technologies
SSNC
+$3.24M

Top Sells

1
+$52M
2
+$7.31M
3
+$4.39M
4
CBRE icon
CBRE Group
CBRE
+$3.64M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Sector Composition

1 Technology 27.77%
2 Consumer Discretionary 16.44%
3 Financials 14.06%
4 Healthcare 12.71%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.24M 0.03%
21,668
-16,154
177
$1.24M 0.03%
4,991
-3,000
178
$1.24M 0.03%
12,674
-203
179
$1.2M 0.03%
10,509
-911
180
$1.18M 0.03%
5,073
+37
181
$1.17M 0.03%
11,161
-1,787
182
$1.14M 0.03%
51,205
-335
183
$1.09M 0.03%
6,485
-485
184
$1.05M 0.03%
8,894
-400
185
$1.04M 0.03%
10,800
186
$1.03M 0.03%
5,872
-75
187
$1M 0.03%
15,098
188
$976K 0.03%
+1,390
189
$969K 0.03%
9,729
-673
190
$966K 0.03%
7,506
-47
191
$948K 0.03%
15,556
192
$932K 0.02%
8,679
-841
193
$923K 0.02%
11,759
-5,525
194
$922K 0.02%
3,577
195
$921K 0.02%
6,849
+150
196
$917K 0.02%
+81,410
197
$915K 0.02%
6,425
+75
198
$908K 0.02%
28,472
+1,868
199
$907K 0.02%
29,838
-3,658
200
$892K 0.02%
22,740
-3,900
6 7
8
9 10