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
$6.15B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$3.8M
3
+$3M
4
BBY icon
Best Buy
BBY
+$2.78M
5
STZ icon
Constellation Brands
STZ
+$2.12M

Top Sells

1
+$25.2M
2
+$5.7M
3
+$4.67M
4
AAPL icon
Apple
AAPL
+$4.04M
5
MSFT icon
Microsoft
MSFT
+$3.82M

Sector Composition

1 Technology 26.83%
2 Consumer Discretionary 15.53%
3 Financials 15.26%
4 Healthcare 11.85%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$371M 6.04%
2,090,042
-22,742
2
$330M 5.36%
979,957
-11,358
3
$219M 3.56%
328,463
-2,504
4
$204M 3.32%
1,576,793
-36,099
5
$200M 3.26%
1,202,280
-2,420
6
$194M 3.16%
468,480
-2,947
7
$191M 3.11%
380,443
-3,461
8
$165M 2.68%
459,073
+2,705
9
$165M 2.68%
397,131
-1,892
10
$159M 2.59%
1,101,200
-16,660
11
$136M 2.21%
1,254,749
-20,097
12
$135M 2.2%
64,513
-830
13
$135M 2.2%
461,975
+5,117
14
$127M 2.06%
874,180
-6,640
15
$126M 2.05%
1,284,122
+12,535
16
$118M 1.92%
840,259
+3,840
17
$112M 1.83%
198,281
-1,416
18
$107M 1.74%
638,242
+1,481
19
$105M 1.71%
512,425
+4,247
20
$101M 1.64%
110,349
-135
21
$98.5M 1.6%
591,070
+476
22
$95.2M 1.55%
193,562
-346
23
$94M 1.53%
1,146,447
+8,935
24
$90.8M 1.48%
338,682
+28,713
25
$90.6M 1.47%
480,786
+6,363
1
2 3 4 5