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
$5.45B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.98M
3
+$5.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
5
EOG icon
EOG Resources
EOG
+$3.48M

Top Sells

1
+$8.03M
2
+$7.46M
3
+$5.68M
4
CBRE icon
CBRE Group
CBRE
+$5.38M
5
BLDR icon
Builders FirstSource
BLDR
+$4.3M

Sector Composition

1 Technology 26.3%
2 Financials 15.88%
3 Consumer Discretionary 14.43%
4 Healthcare 10.61%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.61M 0.03%
40,669
+761
177
$1.6M 0.03%
8,519
+150
178
$1.57M 0.03%
11,122
-31
179
$1.56M 0.03%
11,284
+261
180
$1.55M 0.03%
3,862
-9
181
$1.5M 0.03%
10,568
-1,207
182
$1.44M 0.03%
3,254
183
$1.41M 0.03%
16,053
-849
184
$1.4M 0.03%
13,498
-719
185
$1.39M 0.03%
9,383
-107
186
$1.34M 0.02%
20,567
+2,000
187
$1.31M 0.02%
12,237
188
$1.31M 0.02%
6,700
+897
189
$1.3M 0.02%
16,926
-1,120
190
$1.3M 0.02%
7,094
191
$1.3M 0.02%
37,910
192
$1.3M 0.02%
39,211
-9,711
193
$1.29M 0.02%
19,139
-1,644
194
$1.28M 0.02%
6,170
195
$1.27M 0.02%
13,512
196
$1.26M 0.02%
13,252
+1,478
197
$1.26M 0.02%
35,624
198
$1.21M 0.02%
5,496
+476
199
$1.19M 0.02%
4,692
+87
200
$1.19M 0.02%
6,847
6 7
8
9 10