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
$5.65B
AUM Growth
-$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.99M
3
+$6.73M
4
AMT icon
American Tower
AMT
+$5.62M
5
BWA icon
BorgWarner
BWA
+$5.27M

Top Sells

1
+$40.4M
2
+$24.6M
3
+$23.7M
4
AAPL icon
Apple
AAPL
+$4.69M
5
WMT icon
Walmart
WMT
+$2.42M

Sector Composition

1 Technology 24.87%
2 Financials 16.4%
3 Consumer Discretionary 14.98%
4 Healthcare 12.07%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.29M 0.02%
6,170
202
$1.28M 0.02%
11,710
-224,426
203
$1.25M 0.02%
11,502
-200
204
$1.24M 0.02%
10,421
205
$1.22M 0.02%
18,900
206
$1.21M 0.02%
3,086
207
$1.19M 0.02%
+106,043
208
$1.17M 0.02%
25,315
209
$1.16M 0.02%
12,928
210
$1.13M 0.02%
6,865
-915
211
$1.13M 0.02%
1,519
-7
212
$1.12M 0.02%
11,766
+1,180
213
$1.11M 0.02%
5,867
214
$1.1M 0.02%
24,074
-22,848
215
$1.09M 0.02%
61,293
-979
216
$1.09M 0.02%
29,730
217
$1.09M 0.02%
3,367
218
$1.08M 0.02%
6,801
-247
219
$1.06M 0.02%
4,274
-298
220
$1.06M 0.02%
+13,871
221
$1.06M 0.02%
2,543
222
$1.04M 0.02%
17,539
-385
223
$1.03M 0.02%
11,890
-1,300
224
$995K 0.02%
30,000
225
$988K 0.02%
11,340
-100
7 8
9
10 11