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
$5.65B
AUM Growth
-$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.99M
3
+$6.73M
4
AMT icon
American Tower
AMT
+$5.62M
5
BWA icon
BorgWarner
BWA
+$5.27M

Top Sells

1
+$40.4M
2
+$24.6M
3
+$23.7M
4
AAPL icon
Apple
AAPL
+$4.69M
5
WMT icon
Walmart
WMT
+$2.42M

Sector Composition

1 Technology 24.87%
2 Financials 16.4%
3 Consumer Discretionary 14.98%
4 Healthcare 12.07%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.69M 0.03%
26,890
+4,120
177
$1.64M 0.03%
8,907
178
$1.64M 0.03%
6,301
-17
179
$1.62M 0.03%
35,870
-1,690
180
$1.59M 0.03%
3,881
+553
181
$1.57M 0.03%
22,557
-1,317
182
$1.55M 0.03%
6,424
-520
183
$1.53M 0.03%
9,760
184
$1.53M 0.03%
12,400
-672
185
$1.5M 0.03%
8,529
-206
186
$1.46M 0.03%
4,031
-306
187
$1.41M 0.02%
24,725
-21
188
$1.41M 0.02%
18,560
+6,350
189
$1.41M 0.02%
20,425
+6,118
190
$1.4M 0.02%
12,749
-227
191
$1.38M 0.02%
19,094
192
$1.38M 0.02%
13,780
193
$1.37M 0.02%
37,590
-1,675
194
$1.37M 0.02%
4,791
195
$1.36M 0.02%
36,124
196
$1.36M 0.02%
13,566
+3,965
197
$1.35M 0.02%
7,933
+4
198
$1.33M 0.02%
13,762
199
$1.31M 0.02%
18,083
-855
200
$1.3M 0.02%
32,929
-845
6 7
8
9 10