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
$4.63B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.44M
3
+$3.87M
4
BBY icon
Best Buy
BBY
+$3.84M
5
AMZN icon
Amazon
AMZN
+$3.73M

Top Sells

1
+$3.88M
2
+$3.18M
3
+$2.68M
4
CVX icon
Chevron
CVX
+$2.29M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.65M

Sector Composition

1 Technology 28.06%
2 Consumer Discretionary 15.51%
3 Financials 15.32%
4 Healthcare 12.32%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$291M 6.28%
2,196,011
-23,950
2
$222M 4.78%
996,462
+6,024
3
$191M 4.11%
1,170,140
+22,900
4
$166M 3.57%
464,183
-316
5
$158M 3.41%
340,235
-1,558
6
$136M 2.92%
386,694
-369
7
$125M 2.69%
470,452
+475
8
$115M 2.47%
1,766,935
+20,651
9
$109M 2.34%
416,585
+1,857
10
$105M 2.26%
209,409
+873
11
$102M 2.19%
1,159,340
+10,240
12
$96.7M 2.08%
430,663
+3,666
13
$91.5M 1.97%
1,459,398
-5,145
14
$88.3M 1.9%
806,452
+8,302
15
$88M 1.9%
1,284,615
+11,246
16
$85.7M 1.85%
198,874
+3,217
17
$82.9M 1.79%
585,714
+2,385
18
$81.4M 1.75%
449,283
-21,403
19
$81.4M 1.75%
626,295
-1,247
20
$79.1M 1.7%
902,580
+2,020
21
$78.8M 1.7%
109,223
+474
22
$76M 1.64%
1,044,414
+42,691
23
$76M 1.64%
64,076
+2,235
24
$75.6M 1.63%
460,319
+2,529
25
$69.2M 1.49%
298,507
+3,939
1
2 3 4 5