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
$5.46B
AUM Growth
+$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$11.7M
3
+$8.21M
4
FIS icon
Fidelity National Information Services
FIS
+$7.49M
5
BBY icon
Best Buy
BBY
+$6.9M

Top Sells

1
+$73.7M
2
+$35M
3
+$10.9M
4
DAL icon
Delta Air Lines
DAL
+$4.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.18M

Sector Composition

1 Technology 27.23%
2 Financials 15.77%
3 Consumer Discretionary 14.92%
4 Healthcare 11.46%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.91M 0.03%
30,530
-268
177
$1.83M 0.03%
24,514
-1,165
178
$1.79M 0.03%
9,411
-161
179
$1.78M 0.03%
13,317
-1,120
180
$1.75M 0.03%
42,864
-2,927
181
$1.75M 0.03%
23,742
-3,273
182
$1.72M 0.03%
4,556
-207
183
$1.71M 0.03%
12,470
-100
184
$1.65M 0.03%
8,744
-869
185
$1.64M 0.03%
10,859
-46
186
$1.6M 0.03%
73,538
-22,739
187
$1.6M 0.03%
4,610
-107
188
$1.53M 0.03%
6,443
-205
189
$1.52M 0.03%
18,504
+2,123
190
$1.52M 0.03%
4,294
+44
191
$1.47M 0.03%
39,265
192
$1.45M 0.03%
13,756
193
$1.42M 0.03%
16,995
-3,830
194
$1.42M 0.03%
21,127
-2,288
195
$1.4M 0.03%
21,278
-22
196
$1.37M 0.03%
3,333
-279
197
$1.36M 0.02%
36,124
198
$1.35M 0.02%
7,861
-7
199
$1.32M 0.02%
12,943
+1,475
200
$1.29M 0.02%
18,701
-2,328
6 7
8
9 10