EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
251
$647K 0.02%
48,800
+28,260
252
$643K 0.02%
4,322
253
$632K 0.02%
6,835
-100
254
$632K 0.02%
6,747
-149
255
$623K 0.02%
5,518
-167
256
$618K 0.02%
3,185
-24
257
$603K 0.02%
3,669
+181
258
$601K 0.02%
33,600
+3,950
259
$601K 0.02%
16,225
+5,475
260
$592K 0.02%
8,665
+3,783
261
$589K 0.02%
2,879
+379
262
$580K 0.02%
3,554
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263
$577K 0.02%
6,241
-12,458
264
$576K 0.02%
7,663
265
$567K 0.02%
8,481
+2,083
266
$558K 0.02%
15,000
267
$552K 0.02%
6,474
-210
268
$551K 0.02%
14,980
+150
269
$550K 0.02%
2,817
+24
270
$544K 0.02%
1,982
271
$539K 0.02%
+3,957
272
$534K 0.02%
8,495
+125
273
$532K 0.02%
1,099
274
$528K 0.02%
11,202
-252
275
$500K 0.02%
11,900
9 10
11
12 13