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
$6.15B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$3.8M
3
+$3M
4
BBY icon
Best Buy
BBY
+$2.78M
5
STZ icon
Constellation Brands
STZ
+$2.12M

Top Sells

1
+$25.2M
2
+$5.7M
3
+$4.67M
4
AAPL icon
Apple
AAPL
+$4.04M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 15.53%
3 Financials 15.26%
4 Healthcare 11.85%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.33M 0.02%
13,780
-550
202
$1.3M 0.02%
17,924
-638
203
$1.3M 0.02%
18,938
-5
204
$1.29M 0.02%
19,094
-2,184
205
$1.29M 0.02%
1,526
206
$1.25M 0.02%
29,730
207
$1.24M 0.02%
5,867
208
$1.22M 0.02%
18,900
209
$1.21M 0.02%
33,774
-5,680
210
$1.21M 0.02%
33,151
+2,750
211
$1.21M 0.02%
20,131
-851
212
$1.18M 0.02%
7,048
213
$1.17M 0.02%
29,650
214
$1.16M 0.02%
62,272
-9,388
215
$1.16M 0.02%
3,086
216
$1.15M 0.02%
12,928
217
$1.11M 0.02%
14,307
+85
218
$1.1M 0.02%
29,658
+10,205
219
$1.08M 0.02%
13,346
-1,020
220
$1.06M 0.02%
11,440
-650
221
$1.05M 0.02%
+163,242
222
$1.04M 0.02%
11,198
223
$1.04M 0.02%
10,586
224
$990K 0.02%
25,315
225
$975K 0.02%
4,572
7 8
9
10 11