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
$6.67B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$13M
3
+$6.65M
4
STZ icon
Constellation Brands
STZ
+$3.79M
5
ANSS
Ansys
ANSS
+$3.46M

Top Sells

1
+$43M
2
+$42.4M
3
+$13.8M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$11.8M
5
TJX icon
TJX Companies
TJX
+$8.09M

Sector Composition

1 Technology 25.42%
2 Financials 17.81%
3 Consumer Discretionary 14.84%
4 Healthcare 9.63%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$411M 6.17%
1,764,354
-15,770
2
$376M 5.64%
873,738
-16,502
3
$292M 4.38%
2,402,783
+13,883
4
$228M 3.41%
1,221,789
+15,608
5
$225M 3.38%
1,471,931
-90,242
6
$217M 3.25%
438,811
-4,341
7
$203M 3.05%
347,677
-4,431
8
$190M 2.84%
467,966
-5,918
9
$185M 2.77%
298,994
-3,333
10
$182M 2.74%
57,891
-446
11
$172M 2.58%
1,030,813
-13,385
12
$162M 2.43%
836,985
-34,890
13
$147M 2.2%
1,178,894
-19,211
14
$138M 2.08%
656,148
-7,467
15
$138M 2.07%
390,598
-5,078
16
$135M 2.02%
813,654
-11,610
17
$134M 2.01%
1,282,786
-9,392
18
$130M 1.96%
283,316
-4,762
19
$130M 1.95%
450,931
-5,536
20
$127M 1.91%
2,782,978
-57,342
21
$121M 1.82%
536,117
-4,298
22
$121M 1.81%
233,630
+3,702
23
$110M 1.65%
116,075
+3,638
24
$104M 1.57%
448,770
-9,765
25
$103M 1.54%
875,809
-68,862
1
2 3 4 5