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
$5.34B
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$6.89M
3
+$6.29M
4
CVX icon
Chevron
CVX
+$5.42M
5
AZO icon
AutoZone
AZO
+$4.94M

Top Sells

1
+$26.3M
2
+$7.87M
3
+$5.81M
4
MS icon
Morgan Stanley
MS
+$5.61M
5
ROP icon
Roper Technologies
ROP
+$5.24M

Sector Composition

1 Technology 24.89%
2 Financials 16.39%
3 Consumer Discretionary 15.18%
4 Healthcare 10.5%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$324M 6.07%
1,894,503
-7,029
2
$292M 5.47%
926,140
-5,161
3
$179M 3.35%
451,582
-3,333
4
$171M 3.21%
339,777
-3,533
5
$171M 3.2%
1,593,764
-48,355
6
$157M 2.93%
1,233,124
+6,034
7
$155M 2.9%
306,214
-1,411
8
$147M 2.75%
57,890
+1,943
9
$143M 2.68%
473,613
-1,004
10
$140M 2.62%
1,061,360
-20,635
11
$122M 2.28%
397,030
-1,693
12
$114M 2.14%
224,417
+591
13
$114M 2.13%
914,605
+11,368
14
$110M 2.06%
840,613
-7,886
15
$108M 2.02%
535,478
-1,394
16
$107M 2%
2,456,790
+17,210
17
$103M 1.93%
294,761
-1,448
18
$100M 1.87%
1,225,793
-68,742
19
$94M 1.76%
2,790,825
+13,169
20
$93.9M 1.76%
450,923
+3,323
21
$92.5M 1.73%
736,562
-2,909
22
$89.6M 1.68%
617,582
+3,464
23
$88.9M 1.66%
1,203,095
-3,807
24
$85.7M 1.6%
325,383
-1,903
25
$84.3M 1.58%
335,469
+1,735
1
2 3 4 5