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
$4.63B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.44M
3
+$3.87M
4
BBY icon
Best Buy
BBY
+$3.84M
5
AMZN icon
Amazon
AMZN
+$3.73M

Top Sells

1
+$3.88M
2
+$3.18M
3
+$2.68M
4
CVX icon
Chevron
CVX
+$2.29M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.65M

Sector Composition

1 Technology 28.06%
2 Consumer Discretionary 15.51%
3 Financials 15.32%
4 Healthcare 12.32%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.57M 0.03%
16,952
+8,852
177
$1.56M 0.03%
16,311
+745
178
$1.53M 0.03%
10,271
-386
179
$1.49M 0.03%
10,023
-248
180
$1.47M 0.03%
12,390
+2,396
181
$1.47M 0.03%
5,585
+688
182
$1.44M 0.03%
110,600
+5,120
183
$1.43M 0.03%
23,191
+334
184
$1.42M 0.03%
22,923
+3,754
185
$1.42M 0.03%
+21,300
186
$1.4M 0.03%
40,271
+2,928
187
$1.38M 0.03%
10,907
+45
188
$1.26M 0.03%
21,702
-576
189
$1.23M 0.03%
8,309
+4,184
190
$1.23M 0.03%
3,905
-1,165
191
$1.21M 0.03%
36,124
-17,356
192
$1.21M 0.03%
14,072
193
$1.19M 0.03%
16,750
+4,220
194
$1.19M 0.03%
39,265
-2,775
195
$1.18M 0.03%
7,699
196
$1.18M 0.03%
23,650
-9,120
197
$1.15M 0.02%
4,688
-501
198
$1.15M 0.02%
29,800
+4,900
199
$1.14M 0.02%
1,600
+200
200
$1.13M 0.02%
7,000
-107
6 7
8
9 10