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
$6.67B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$13M
3
+$6.65M
4
STZ icon
Constellation Brands
STZ
+$3.79M
5
ANSS
Ansys
ANSS
+$3.46M

Top Sells

1
+$43M
2
+$42.4M
3
+$13.8M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$11.8M
5
TJX icon
TJX Companies
TJX
+$8.09M

Sector Composition

1 Technology 25.42%
2 Financials 17.81%
3 Consumer Discretionary 14.84%
4 Healthcare 9.63%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.64M 0.02%
10,963
177
$1.63M 0.02%
12,601
-2,482
178
$1.63M 0.02%
13,512
179
$1.62M 0.02%
5,867
180
$1.61M 0.02%
30,369
181
$1.6M 0.02%
13,571
-200
182
$1.59M 0.02%
5,263
183
$1.55M 0.02%
8,380
+276
184
$1.55M 0.02%
29,875
-9,589
185
$1.5M 0.02%
35,624
186
$1.47M 0.02%
7,105
187
$1.46M 0.02%
8,922
-426
188
$1.46M 0.02%
35,020
189
$1.42M 0.02%
38,186
190
$1.42M 0.02%
13,461
-634
191
$1.41M 0.02%
7,333
-1,348
192
$1.39M 0.02%
4,267
-75
193
$1.37M 0.02%
4,886
194
$1.37M 0.02%
1,305
195
$1.36M 0.02%
11,392
196
$1.33M 0.02%
5,772
197
$1.33M 0.02%
9,335
+4
198
$1.31M 0.02%
22,793
199
$1.29M 0.02%
906
200
$1.27M 0.02%
1,431
+7
6 7
8
9 10