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
$4.63B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.44M
3
+$3.87M
4
BBY icon
Best Buy
BBY
+$3.84M
5
AMZN icon
Amazon
AMZN
+$3.73M

Top Sells

1
+$3.88M
2
+$3.18M
3
+$2.68M
4
CVX icon
Chevron
CVX
+$2.29M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.65M

Sector Composition

1 Technology 28.06%
2 Consumer Discretionary 15.51%
3 Financials 15.32%
4 Healthcare 12.32%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.12M 0.02%
10,296
+987
202
$1.1M 0.02%
12,956
+2,393
203
$1.08M 0.02%
24,690
+1,230
204
$1.08M 0.02%
3,386
+41
205
$1.08M 0.02%
6,285
-25
206
$1.08M 0.02%
1,958
+24
207
$1.08M 0.02%
13,664
+595
208
$1.07M 0.02%
12,506
-3,072
209
$1.06M 0.02%
12,958
210
$1.06M 0.02%
2,573
+145
211
$1.05M 0.02%
15,068
-636
212
$1.04M 0.02%
8,866
-216
213
$1.02M 0.02%
81,735
-13,050
214
$1.02M 0.02%
8,665
+1,767
215
$1.02M 0.02%
+18,816
216
$1.01M 0.02%
10,840
+930
217
$991K 0.02%
18,900
218
$974K 0.02%
153,825
-22,150
219
$970K 0.02%
7,027
+131
220
$969K 0.02%
29,730
221
$966K 0.02%
31,917
-2,883
222
$953K 0.02%
23,232
+640
223
$928K 0.02%
28,993
+448
224
$906K 0.02%
17,769
+168
225
$901K 0.02%
4,770
+91
7 8
9
10 11