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
$3.41B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$35.6M
3
+$13.8M
4
CE icon
Celanese
CE
+$2.68M
5
MS icon
Morgan Stanley
MS
+$2.37M

Top Sells

1
+$32.7M
2
+$25M
3
+$4.36M
4
AN icon
AutoNation
AN
+$3.55M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.17M

Sector Composition

1 Technology 21.18%
2 Consumer Discretionary 18.18%
3 Financials 16.43%
4 Healthcare 11.74%
5 Real Estate 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$141M 4.15%
1,016,428
+4,716
2
$138M 4.04%
2,458,304
+552
3
$132M 3.87%
485,735
-5,674
4
$103M 3.04%
1,192,280
+26,580
5
$103M 3.03%
444,474
+9,114
6
$101M 2.96%
346,383
+4,467
7
$92.8M 2.72%
419,447
-2,082
8
$83.2M 2.44%
1,704,424
-28,573
9
$82.2M 2.41%
378,386
+8,099
10
$80.5M 2.36%
1,518,721
+21,244
11
$78.1M 2.29%
405,977
+8,368
12
$73.1M 2.14%
1,311,268
+28,728
13
$70.3M 2.06%
574,725
+21,950
14
$69.4M 2.03%
429,639
+5,654
15
$69M 2.02%
193,459
+3,932
16
$68.9M 2.02%
1,131,240
+21,660
17
$64M 1.88%
59,004
+562
18
$60.7M 1.78%
725,134
+25,246
19
$58.1M 1.7%
279,117
+5,903
20
$57M 1.67%
206,347
+3,738
21
$57M 1.67%
440,792
+18,080
22
$52.2M 1.53%
555,542
+14,134
23
$51.7M 1.52%
846,740
+12,400
24
$49M 1.44%
1,148,228
+55,433
25
$47.3M 1.39%
106,122
+3,603
1
2 3 4 5