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
$6.15B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$3.8M
3
+$3M
4
BBY icon
Best Buy
BBY
+$2.78M
5
STZ icon
Constellation Brands
STZ
+$2.12M

Top Sells

1
+$25.2M
2
+$5.7M
3
+$4.67M
4
AAPL icon
Apple
AAPL
+$4.04M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 15.53%
3 Financials 15.26%
4 Healthcare 11.85%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.76M 0.03%
22,447
-1,245
177
$1.73M 0.03%
4,337
-25
178
$1.69M 0.03%
11,488
-982
179
$1.68M 0.03%
8,879
-1,264
180
$1.6M 0.03%
17,639
-860
181
$1.58M 0.03%
4,442
-24
182
$1.57M 0.03%
3,328
-5
183
$1.55M 0.03%
6,318
-76
184
$1.51M 0.02%
22,770
185
$1.5M 0.02%
39,265
186
$1.48M 0.02%
10,830
-50
187
$1.48M 0.02%
16,615
188
$1.46M 0.02%
13,762
189
$1.46M 0.02%
24,746
-9,955
190
$1.45M 0.02%
6,944
191
$1.45M 0.02%
10,421
192
$1.44M 0.02%
8,735
193
$1.44M 0.02%
12,976
-780
194
$1.43M 0.02%
4,791
195
$1.42M 0.02%
36,124
196
$1.38M 0.02%
7,929
197
$1.37M 0.02%
7,780
-80
198
$1.37M 0.02%
26,365
+25
199
$1.36M 0.02%
11,702
-930
200
$1.35M 0.02%
6,170
6 7
8
9 10