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
$5.34B
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$6.89M
3
+$6.29M
4
CVX icon
Chevron
CVX
+$5.42M
5
AZO icon
AutoZone
AZO
+$4.94M

Top Sells

1
+$26.3M
2
+$7.87M
3
+$5.81M
4
MS icon
Morgan Stanley
MS
+$5.61M
5
ROP icon
Roper Technologies
ROP
+$5.24M

Sector Composition

1 Technology 24.89%
2 Financials 16.39%
3 Consumer Discretionary 15.18%
4 Healthcare 10.5%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.51M 0.03%
44,395
177
$1.48M 0.03%
22,370
-1,395
178
$1.46M 0.03%
7,667
-852
179
$1.46M 0.03%
10,568
180
$1.45M 0.03%
10,734
-388
181
$1.45M 0.03%
38,131
-2,538
182
$1.45M 0.03%
19,102
+11,723
183
$1.39M 0.03%
7,094
184
$1.39M 0.03%
3,812
-50
185
$1.35M 0.03%
3,253
-1
186
$1.31M 0.02%
9,372
-11
187
$1.26M 0.02%
19,543
+404
188
$1.25M 0.02%
5,499
+3
189
$1.25M 0.02%
37,910
190
$1.25M 0.02%
16,636
-290
191
$1.24M 0.02%
35,624
192
$1.24M 0.02%
10,283
-1,001
193
$1.24M 0.02%
6,170
194
$1.24M 0.02%
14,005
-2,048
195
$1.24M 0.02%
12,237
196
$1.22M 0.02%
17,686
-89
197
$1.22M 0.02%
13,512
198
$1.2M 0.02%
1,459
-47
199
$1.18M 0.02%
+7,960
200
$1.18M 0.02%
10,205
+45
6 7
8
9 10