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
251
$501K 0.02%
3,750
-9,072
252
$491K 0.02%
13,885
+1,865
253
$476K 0.02%
3,087
+1,000
254
$475K 0.02%
3,390
-615
255
$465K 0.02%
2,883
-2,262
256
$461K 0.02%
6,208
-1,447
257
$453K 0.02%
13,436
+251
258
$450K 0.02%
15,159
+159
259
$450K 0.02%
25,000
+5,000
260
$447K 0.02%
8,870
-3,503
261
$444K 0.02%
258
+14
262
$431K 0.02%
2,690
+54
263
$427K 0.02%
2,865
+812
264
$424K 0.02%
409
+15
265
$422K 0.02%
4,519
+471
266
$416K 0.02%
8,559
-3,189
267
$415K 0.02%
14,642
+2,198
268
$413K 0.02%
4,618
269
$411K 0.02%
13,614
-8,732
270
$409K 0.02%
11,036
-46
271
$408K 0.02%
28,700
+12,000
272
$400K 0.02%
11,496
+1,496
273
$393K 0.01%
2,925
+1,029
274
$392K 0.01%
1,465
+69
275
$390K 0.01%
13,164
+1,089
9 10
11
12 13