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
$5.45B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.98M
3
+$5.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
5
EOG icon
EOG Resources
EOG
+$3.48M

Top Sells

1
+$8.03M
2
+$7.46M
3
+$5.68M
4
CBRE icon
CBRE Group
CBRE
+$5.38M
5
BLDR icon
Builders FirstSource
BLDR
+$4.3M

Sector Composition

1 Technology 26.3%
2 Financials 15.88%
3 Consumer Discretionary 14.43%
4 Healthcare 10.61%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$369M 6.76%
1,901,532
-6,444
2
$317M 5.82%
931,301
-23,583
3
$179M 3.28%
454,915
+225
4
$165M 3.03%
343,310
+421
5
$161M 2.94%
307,625
+409
6
$160M 2.93%
1,227,090
+3,899
7
$153M 2.8%
1,642,119
+12,090
8
$147M 2.7%
474,617
+2,381
9
$139M 2.56%
55,947
-308
10
$131M 2.4%
1,081,995
-2,879
11
$123M 2.26%
398,723
+351
12
$123M 2.25%
903,237
-31,605
13
$111M 2.03%
1,294,535
+7,574
14
$109M 2.01%
223,826
+2,917
15
$103M 1.89%
2,439,580
-176,390
16
$102M 1.86%
848,499
-469
17
$101M 1.85%
296,209
+1,957
18
$98.5M 1.81%
536,872
+32
19
$97.7M 1.79%
327,286
-2,336
20
$97.4M 1.79%
1,206,902
-66,676
21
$94.9M 1.74%
489,361
+3,750
22
$92.3M 1.69%
846,761
+3,107
23
$90.6M 1.66%
2,777,656
+34,603
24
$89.3M 1.64%
614,118
+8,733
25
$87.8M 1.61%
487,938
-2,425
1
2 3 4 5