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
$5.34B
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$6.89M
3
+$6.29M
4
CVX icon
Chevron
CVX
+$5.42M
5
AZO icon
AutoZone
AZO
+$4.94M

Top Sells

1
+$26.3M
2
+$7.87M
3
+$5.81M
4
MS icon
Morgan Stanley
MS
+$5.61M
5
ROP icon
Roper Technologies
ROP
+$5.24M

Sector Composition

1 Technology 24.89%
2 Financials 16.39%
3 Consumer Discretionary 15.18%
4 Healthcare 10.5%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.17M 0.02%
5,277
-1
202
$1.16M 0.02%
2,987
-2
203
$1.16M 0.02%
6,635
-65
204
$1.15M 0.02%
9,398
+215
205
$1.15M 0.02%
4,692
206
$1.14M 0.02%
18,900
207
$1.14M 0.02%
34,362
-4,849
208
$1.13M 0.02%
11,663
+1,800
209
$1.13M 0.02%
34,730
-134,856
210
$1.08M 0.02%
7,105
+258
211
$1.06M 0.02%
51,958
212
$1.05M 0.02%
12,195
213
$1.05M 0.02%
4,044
214
$1.02M 0.02%
1,407
+37
215
$1M 0.02%
5,874
+7
216
$981K 0.02%
5,004
+4
217
$953K 0.02%
3,617
218
$950K 0.02%
30,369
219
$901K 0.02%
13,915
-1,225
220
$897K 0.02%
11,860
-500
221
$884K 0.02%
13,049
222
$876K 0.02%
10,247
-9
223
$862K 0.02%
10,000
224
$850K 0.02%
11,389
+51
225
$849K 0.02%
25,575
-2,625
7 8
9
10 11