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
276
$480K 0.02%
2,500
-894
277
$476K 0.02%
9,448
+1,516
278
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2,945
-871
279
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2,989
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280
$462K 0.01%
13,953
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281
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2,869
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282
$456K 0.01%
6,398
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283
$455K 0.01%
261
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284
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7,716
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285
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13,508
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286
$437K 0.01%
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287
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288
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289
$427K 0.01%
3,449
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290
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291
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292
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293
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14,054
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294
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295
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15,000
296
$397K 0.01%
+10,663
297
$395K 0.01%
6,723
+70
298
$391K 0.01%
+6,208
299
$388K 0.01%
7,493
300
$385K 0.01%
10,540
10 11
12
13 14