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
$5.45B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.98M
3
+$5.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
5
EOG icon
EOG Resources
EOG
+$3.48M

Top Sells

1
+$8.03M
2
+$7.46M
3
+$5.68M
4
CBRE icon
CBRE Group
CBRE
+$5.38M
5
BLDR icon
Builders FirstSource
BLDR
+$4.3M

Sector Composition

1 Technology 26.3%
2 Financials 15.88%
3 Consumer Discretionary 14.43%
4 Healthcare 10.61%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.17M 0.02%
18,900
202
$1.17M 0.02%
+2,989
203
$1.16M 0.02%
12,195
-1,725
204
$1.16M 0.02%
9,183
-39
205
$1.14M 0.02%
10,160
-225
206
$1.14M 0.02%
5,278
+7
207
$1.09M 0.02%
51,958
+5,619
208
$1.08M 0.02%
1,506
-106
209
$1.08M 0.02%
9,863
-500
210
$1.08M 0.02%
12,360
211
$1.07M 0.02%
1,370
+42
212
$1.07M 0.02%
4,044
213
$1.06M 0.02%
15,140
-1,991
214
$1.06M 0.02%
3,617
+475
215
$1.05M 0.02%
5,000
+2,500
216
$1.05M 0.02%
28,200
+1,021
217
$1.02M 0.02%
30,369
218
$974K 0.02%
2,220
+1,314
219
$962K 0.02%
17,775
+2,201
220
$957K 0.02%
5,867
221
$927K 0.02%
10,256
222
$918K 0.02%
11,199
-8,289
223
$918K 0.02%
28,035
224
$898K 0.02%
25,297
-9,393
225
$885K 0.02%
29,000
7 8
9
10 11