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
$3.41B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$35.6M
3
+$13.8M
4
CE icon
Celanese
CE
+$2.68M
5
MS icon
Morgan Stanley
MS
+$2.37M

Top Sells

1
+$32.7M
2
+$25M
3
+$4.36M
4
AN icon
AutoNation
AN
+$3.55M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.17M

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 18.18%
3 Financials 16.43%
4 Healthcare 11.74%
5 Real Estate 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.02M 0.03%
39,246
+25,780
202
$997K 0.03%
5,998
+2,444
203
$985K 0.03%
31,289
+4,356
204
$984K 0.03%
16,630
-2,300
205
$979K 0.03%
14,764
-153
206
$978K 0.03%
11,475
207
$972K 0.03%
3,612
208
$963K 0.03%
13,650
209
$945K 0.03%
9,514
+3,273
210
$939K 0.03%
7,561
-55
211
$937K 0.03%
18,900
212
$926K 0.03%
15,906
-175
213
$924K 0.03%
4,165
+383
214
$914K 0.03%
16,524
-1,701
215
$912K 0.03%
3,718
-1,567
216
$908K 0.03%
57,035
217
$899K 0.03%
31,647
-840
218
$894K 0.03%
38,751
-3,363
219
$890K 0.03%
43,204
-147
220
$885K 0.03%
7,427
221
$883K 0.03%
50,304
222
$872K 0.03%
8,719
-695
223
$865K 0.03%
18,162
-253
224
$859K 0.03%
21,745
225
$854K 0.03%
65,289
-9,637
7 8
9
10 11