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
$5.96B
AUM Growth
+$622M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$6.83M
3
+$6.66M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.57M
5
ARCC icon
Ares Capital
ARCC
+$5.28M

Top Sells

1
+$54M
2
+$6.23M
3
+$5.92M
4
CE icon
Celanese
CE
+$5.28M
5
UPS icon
United Parcel Service
UPS
+$2.21M

Sector Composition

1 Technology 24.67%
2 Financials 16.92%
3 Consumer Discretionary 15.08%
4 Healthcare 9.9%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$694K 0.01%
2,751
+609
252
$688K 0.01%
7,707
-315
253
$683K 0.01%
1,093
+14
254
$683K 0.01%
10,589
255
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8,296
-1,488
256
$648K 0.01%
1,659
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257
$643K 0.01%
11,183
-1,367
258
$619K 0.01%
25,330
259
$613K 0.01%
10,612
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260
$613K 0.01%
9,407
-498
261
$608K 0.01%
40,250
+2,263
262
$606K 0.01%
16,376
-1,707
263
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1,058
-5
264
$592K 0.01%
2,504
-2,500
265
$575K 0.01%
11,056
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266
$571K 0.01%
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269
$556K 0.01%
2,150
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270
$552K 0.01%
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271
$545K 0.01%
2,282
-117
272
$543K 0.01%
15,662
+1,191
273
$537K 0.01%
24,948
+1,890
274
$534K 0.01%
31,111
-19
275
$532K 0.01%
16,500
9 10
11
12 13