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
251
$594K 0.02%
13,370
+5
252
$581K 0.02%
15,159
+1,274
253
$561K 0.02%
7,663
254
$555K 0.02%
3,087
255
$553K 0.02%
4,322
+1,822
256
$551K 0.02%
15,000
-159
257
$543K 0.02%
5,438
+1,327
258
$532K 0.02%
6,684
+476
259
$531K 0.02%
11,454
-6,921
260
$530K 0.02%
11,496
261
$530K 0.02%
4,547
+28
262
$529K 0.02%
1,483
+18
263
$528K 0.02%
3,209
-506
264
$528K 0.02%
11,900
-166
265
$522K 0.02%
3,562
-188
266
$518K 0.02%
16,333
+1,691
267
$515K 0.02%
+15,666
268
$506K 0.02%
2,793
+253
269
$499K 0.02%
1,099
+21
270
$496K 0.02%
10,750
-16,500
271
$496K 0.02%
8,370
-500
272
$494K 0.02%
29,650
+950
273
$491K 0.02%
1,879
+502
274
$489K 0.02%
1,982
+36
275
$485K 0.02%
4,874
+256
9 10
11
12 13