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
$2.69B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.13M
3
+$3.05M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.13M
5
CLB icon
Core Laboratories
CLB
+$1.98M

Top Sells

1
+$11.4M
2
+$8.43M
3
+$8.07M
4
AZO icon
AutoZone
AZO
+$4.24M
5
CE icon
Celanese
CE
+$4.2M

Sector Composition

1 Technology 18.5%
2 Financials 16.35%
3 Consumer Discretionary 13.85%
4 Healthcare 11.27%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$96.7M 3.59%
2,284,664
-28,752
2
$82.5M 3.07%
545,077
-13,380
3
$81.9M 3.05%
957,890
-20,589
4
$81M 3.01%
367,522
-10,075
5
$75.3M 2.8%
397,275
-7,120
6
$69.4M 2.58%
1,187,540
-26,720
7
$62.6M 2.33%
1,444,951
-43,559
8
$62.4M 2.32%
437,414
-7,397
9
$60.7M 2.26%
319,907
-2,589
10
$58.4M 2.17%
399,923
-4,509
11
$56M 2.08%
1,069,680
-25,240
12
$55.3M 2.06%
361,505
-5,586
13
$49.8M 1.85%
464,816
-39,185
14
$48.8M 1.81%
1,263,374
-14,744
15
$48.7M 1.81%
1,273,416
-19,174
16
$48.1M 1.79%
185,557
-3,606
17
$47.4M 1.76%
773,671
-8,137
18
$47.4M 1.76%
1,343,798
-22,888
19
$47.3M 1.76%
92,142
-1,255
20
$47M 1.75%
832,069
-15,398
21
$46.7M 1.74%
1,457,515
-39,499
22
$46.6M 1.73%
236,936
-4,333
23
$43.1M 1.6%
367,906
-97,200
24
$42.8M 1.59%
306,428
-6,836
25
$42.4M 1.58%
406,163
-3,472
1
2 3 4 5