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
$3.1B
AUM Growth
+$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$7.45M
3
+$6.96M
4
RCL icon
Royal Caribbean
RCL
+$6.59M
5
ABT icon
Abbott
ABT
+$6.29M

Top Sells

1
+$39.2M
2
+$27M
3
+$5.86M
4
ATR icon
AptarGroup
ATR
+$4.55M
5
AOS icon
A.O. Smith
AOS
+$4.16M

Sector Composition

1 Technology 20.19%
2 Financials 16.32%
3 Consumer Discretionary 16.28%
4 Healthcare 12.65%
5 Real Estate 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$781K 0.03%
21,550
-9,004
227
$764K 0.02%
10,894
+153
228
$747K 0.02%
26,440
-275
229
$745K 0.02%
5,819
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230
$744K 0.02%
2,463
+188
231
$728K 0.02%
6,896
+54
232
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5,709
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233
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7,676
234
$703K 0.02%
6,447
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235
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6,769
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236
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9,103
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237
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238
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239
$674K 0.02%
20,622
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240
$672K 0.02%
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241
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242
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10,668
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243
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3,330
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244
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245
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3,488
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246
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247
$619K 0.02%
12,853
248
$617K 0.02%
3,232
+542
249
$613K 0.02%
7,838
+4,836
250
$598K 0.02%
5,685
+1,648
8 9
10
11 12