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
$2.65B
AUM Growth
-$480M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$9.56M
3
+$8.67M
4
BX icon
Blackstone
BX
+$2.71M
5
RCL icon
Royal Caribbean
RCL
+$2.43M

Top Sells

1
+$12.5M
2
+$11.2M
3
+$8.71M
4
AMAT icon
Applied Materials
AMAT
+$8.7M
5
LW icon
Lamb Weston
LW
+$5.73M

Sector Composition

1 Technology 18.95%
2 Consumer Discretionary 16.8%
3 Financials 14.97%
4 Healthcare 13.42%
5 Real Estate 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$656K 0.02%
26,715
+1,740
227
$654K 0.02%
7,200
-29
228
$652K 0.02%
11,483
229
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5,645
230
$627K 0.02%
5,778
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231
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26,080
-5,169
232
$613K 0.02%
8,953
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233
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12,853
234
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10,741
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235
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15,000
236
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9,238
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237
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238
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239
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240
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241
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242
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243
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244
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245
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246
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247
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23,935
248
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13,365
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249
$505K 0.02%
18,993
+240
250
$502K 0.02%
7,663
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10
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