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
$6.67B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$13M
3
+$6.65M
4
STZ icon
Constellation Brands
STZ
+$3.79M
5
ANSS
Ansys
ANSS
+$3.46M

Top Sells

1
+$43M
2
+$42.4M
3
+$13.8M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$11.8M
5
TJX icon
TJX Companies
TJX
+$8.09M

Sector Composition

1 Technology 25.42%
2 Financials 17.81%
3 Consumer Discretionary 14.84%
4 Healthcare 9.63%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.26M 0.02%
3,814
+187
202
$1.25M 0.02%
14,948
-26
203
$1.25M 0.02%
27,893
-2,465
204
$1.22M 0.02%
26,785
-2,927
205
$1.22M 0.02%
5,140
-370
206
$1.22M 0.02%
9,078
-93
207
$1.21M 0.02%
15,781
-3,119
208
$1.2M 0.02%
6,304
209
$1.2M 0.02%
26,081
-1,598
210
$1.14M 0.02%
10,600
-410
211
$1.13M 0.02%
12,555
-400
212
$1.13M 0.02%
2,620
-5
213
$1.1M 0.02%
17,933
214
$1.1M 0.02%
1,232
215
$1.09M 0.02%
6,923
-1,600
216
$1.05M 0.02%
36,958
217
$1.04M 0.02%
17,782
218
$1.03M 0.02%
39,568
-81,560
219
$1.01M 0.02%
24,828
-202
220
$995K 0.01%
9,552
221
$985K 0.01%
+5,000
222
$934K 0.01%
2,237
+11
223
$924K 0.01%
3,834
-210
224
$896K 0.01%
3,696
225
$892K 0.01%
10,646
7 8
9
10 11