EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$42.9M
3
+$42.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$37.8M
5
TJX icon
TJX Companies
TJX
+$32.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 11.5%
3 Energy 11.31%
4 Healthcare 10.99%
5 Financials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.1M 0.06%
+27,727
202
$1.1M 0.06%
+18,676
203
$1.09M 0.06%
+11,087
204
$1.09M 0.06%
+67,400
205
$1.06M 0.06%
+1,280
206
$1.05M 0.06%
+20,000
207
$1.04M 0.06%
+8,270
208
$1.04M 0.06%
+25,750
209
$1.04M 0.06%
+15,850
210
$1.02M 0.06%
+11,867
211
$1.01M 0.06%
+15,390
212
$997K 0.06%
+28,569
213
$969K 0.05%
+20,100
214
$966K 0.05%
+21,138
215
$953K 0.05%
+9,636
216
$941K 0.05%
+18,040
217
$922K 0.05%
+67,793
218
$921K 0.05%
+59,530
219
$920K 0.05%
+11,753
220
$918K 0.05%
+31,100
221
$913K 0.05%
+20,715
222
$869K 0.05%
+19,688
223
$851K 0.05%
+28,187
224
$848K 0.05%
+10,125
225
$839K 0.05%
+11,545
7 8
9
10 11