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
276
$389K 0.01%
1,482
-496
277
$378K 0.01%
4,111
+210
278
$374K 0.01%
7,932
-8,374
279
$367K 0.01%
1,078
+1
280
$361K 0.01%
13,699
281
$356K 0.01%
2,540
+135
282
$351K 0.01%
6,785
+1,198
283
$349K 0.01%
2,612
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284
$347K 0.01%
4,935
285
$346K 0.01%
4,037
+22
286
$346K 0.01%
1,946
-1,121
287
$345K 0.01%
3,424
288
$344K 0.01%
3,058
-22
289
$344K 0.01%
7,493
-736
290
$343K 0.01%
400
291
$338K 0.01%
6,337
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292
$337K 0.01%
4,946
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293
$335K 0.01%
14,500
294
$329K 0.01%
5,397
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295
$328K 0.01%
2,451
-28
296
$325K 0.01%
+2,078
297
$323K 0.01%
6,046
+100
298
$323K 0.01%
4,652
+1,475
299
$322K 0.01%
3,155
+110
300
$319K 0.01%
6,653
+1,418
10 11
12
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