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
$5.46B
AUM Growth
+$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$11.7M
3
+$8.21M
4
FIS icon
Fidelity National Information Services
FIS
+$7.49M
5
BBY icon
Best Buy
BBY
+$6.9M

Top Sells

1
+$73.7M
2
+$35M
3
+$10.9M
4
DAL icon
Delta Air Lines
DAL
+$4.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.18M

Sector Composition

1 Technology 27.23%
2 Financials 15.77%
3 Consumer Discretionary 14.92%
4 Healthcare 11.46%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$295M 5.4%
2,156,302
-12,893
2
$273M 4.99%
1,006,021
-4,445
3
$207M 3.78%
1,200,780
+2,540
4
$170M 3.12%
337,894
+2,046
5
$168M 3.07%
459,235
-1,373
6
$162M 2.96%
1,667,801
-112,058
7
$156M 2.86%
389,926
-1,600
8
$154M 2.81%
481,942
-160
9
$143M 2.62%
1,144,380
-13,120
10
$125M 2.28%
461,500
-2,312
11
$125M 2.28%
212,682
-490
12
$123M 2.26%
418,341
-1,423
13
$118M 2.16%
1,287,715
-4,087
14
$112M 2.05%
1,304,146
-28,950
15
$109M 1.99%
890,880
-7,120
16
$98.3M 1.8%
65,884
+365
17
$97.3M 1.78%
838,918
+22,291
18
$97.1M 1.78%
206,515
+1,202
19
$96.8M 1.77%
638,222
+938
20
$96.7M 1.77%
110,461
-250
21
$93.5M 1.71%
605,106
+11,768
22
$91.1M 1.67%
473,738
+5,514
23
$89.3M 1.64%
511,549
+7,686
24
$83.7M 1.53%
301,097
-671
25
$81.9M 1.5%
1,136,803
+45,829
1
2 3 4 5