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
$5.65B
AUM Growth
-$495M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.99M
3
+$6.73M
4
AMT icon
American Tower
AMT
+$5.62M
5
BWA icon
BorgWarner
BWA
+$5.27M

Top Sells

1
+$40.4M
2
+$24.6M
3
+$23.7M
4
AAPL icon
Apple
AAPL
+$4.69M
5
WMT icon
Walmart
WMT
+$2.42M

Sector Composition

1 Technology 24.87%
2 Financials 16.4%
3 Consumer Discretionary 14.98%
4 Healthcare 12.07%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$360M 6.37%
2,063,178
-26,864
2
$301M 5.31%
974,678
-5,279
3
$200M 3.54%
1,578,998
+2,205
4
$197M 3.48%
1,207,420
+5,140
5
$194M 3.43%
328,472
+9
6
$193M 3.42%
378,700
-1,743
7
$168M 2.97%
469,221
+10,148
8
$156M 2.75%
1,113,640
+12,440
9
$142M 2.52%
475,637
+7,157
10
$134M 2.37%
396,767
-364
11
$132M 2.34%
64,654
+141
12
$123M 2.17%
882,580
+8,400
13
$122M 2.15%
484,355
+22,380
14
$115M 2.03%
1,253,115
-1,634
15
$113M 1.99%
1,287,405
+3,283
16
$105M 1.85%
296,833
-219
17
$99.8M 1.77%
843,351
+3,092
18
$97.3M 1.72%
213,617
+15,336
19
$94.7M 1.67%
529,316
+16,891
20
$94.4M 1.67%
660,422
+22,180
21
$92.5M 1.64%
432,483
-7,358
22
$91.4M 1.62%
498,023
+17,237
23
$87M 1.54%
2,605,244
+61,278
24
$86M 1.52%
1,146,527
+80
25
$84.5M 1.49%
110,563
+214
1
2 3 4 5