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
$3.29B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$7.3M
3
+$7.3M
4
RCL icon
Royal Caribbean
RCL
+$5.02M
5
DPZ icon
Domino's
DPZ
+$4.78M

Top Sells

1
+$8.36M
2
+$6.65M
3
+$3.94M
4
LW icon
Lamb Weston
LW
+$3.8M
5
AMT icon
American Tower
AMT
+$3.75M

Sector Composition

1 Technology 20.85%
2 Financials 17.47%
3 Consumer Discretionary 16.43%
4 Healthcare 12.48%
5 Real Estate 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$835K 0.03%
26,933
+10,600
227
$831K 0.03%
32,487
-3,504
228
$818K 0.02%
57,035
229
$816K 0.02%
2,463
230
$788K 0.02%
33,770
-6,755
231
$787K 0.02%
5,609
-100
232
$781K 0.02%
6,769
233
$732K 0.02%
6,613
+1,175
234
$731K 0.02%
9,211
+108
235
$719K 0.02%
10,535
-359
236
$719K 0.02%
6,480
+189
237
$712K 0.02%
+20,000
238
$709K 0.02%
7,651
-25
239
$707K 0.02%
14,061
+3,933
240
$706K 0.02%
25,575
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241
$691K 0.02%
3,320
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242
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7,838
243
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8,360
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244
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6,743
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245
$671K 0.02%
19,565
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246
$671K 0.02%
12,853
247
$669K 0.02%
44,880
-1,260
248
$661K 0.02%
10,668
249
$658K 0.02%
19,803
+5,850
250
$651K 0.02%
15,141
-18
8 9
10
11 12