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
$5.46B
AUM Growth
+$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$11.7M
3
+$8.21M
4
FIS icon
Fidelity National Information Services
FIS
+$7.49M
5
BBY icon
Best Buy
BBY
+$6.9M

Top Sells

1
+$73.7M
2
+$35M
3
+$10.9M
4
DAL icon
Delta Air Lines
DAL
+$4.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.18M

Sector Composition

1 Technology 27.23%
2 Financials 15.77%
3 Consumer Discretionary 14.92%
4 Healthcare 11.46%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.27M 0.02%
4,791
-103
202
$1.27M 0.02%
14,330
-1,015
203
$1.26M 0.02%
14,690
-2,117
204
$1.23M 0.02%
1,526
-3
205
$1.21M 0.02%
15,689
-67
206
$1.21M 0.02%
6,170
-15
207
$1.2M 0.02%
10,421
+400
208
$1.19M 0.02%
8,429
-350
209
$1.18M 0.02%
48,535
-17,500
210
$1.17M 0.02%
10,880
-42
211
$1.17M 0.02%
29,650
212
$1.17M 0.02%
26,322
+6,450
213
$1.17M 0.02%
14,388
+3,000
214
$1.15M 0.02%
18,963
-3,968
215
$1.14M 0.02%
23,890
-620
216
$1.12M 0.02%
5,447
+1,733
217
$1.12M 0.02%
18,900
218
$1.1M 0.02%
23,050
-89
219
$1.1M 0.02%
5,867
220
$1.09M 0.02%
29,730
221
$1.05M 0.02%
29,701
+11,606
222
$1.02M 0.02%
12,439
-164
223
$1.01M 0.02%
25,320
-3,426
224
$1.01M 0.02%
+4,001
225
$1.01M 0.02%
5,511
-200
7 8
9
10 11