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
$3.74B
AUM Growth
+$710M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$43.7M
2
+$10.1M
3
+$8.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.1M
5
SSNC icon
SS&C Technologies
SSNC
+$3.24M

Top Sells

1
+$52M
2
+$7.31M
3
+$4.39M
4
CBRE icon
CBRE Group
CBRE
+$3.64M
5
MSFT icon
Microsoft
MSFT
+$3.05M

Sector Composition

1 Technology 27.77%
2 Consumer Discretionary 16.44%
3 Financials 14.06%
4 Healthcare 12.71%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$212M 5.67%
2,326,420
-8,012
2
$204M 5.46%
1,004,279
-15,009
3
$160M 4.27%
1,158,860
-53,000
4
$138M 3.7%
467,817
-6,840
5
$126M 3.36%
347,390
-3,716
6
$117M 3.13%
468,303
+270
7
$113M 3.03%
384,494
-2,642
8
$109M 2.92%
423,339
-1,271
9
$97.1M 2.59%
1,713,532
+4,749
10
$90.9M 2.43%
208,822
-1,041
11
$88.7M 2.37%
412,861
+1,541
12
$80.1M 2.14%
1,133,080
+5,460
13
$75.8M 2.03%
195,252
-513
14
$72.2M 1.93%
789,278
+7,873
15
$69.5M 1.86%
61,587
-183
16
$65.6M 1.75%
1,451,515
-80,405
17
$64M 1.71%
901,980
+21,400
18
$61.4M 1.64%
166,283
-3,233
19
$60.3M 1.61%
1,247,997
+36,485
20
$58.4M 1.56%
107,341
-314
21
$57.9M 1.55%
455,728
+3,608
22
$57M 1.52%
581,647
+5,532
23
$54.3M 1.45%
960,852
+57,425
24
$53.8M 1.44%
425,241
+5,809
25
$53.1M 1.42%
182,063
-2,455
1
2 3 4 5