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
$3.29B
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
276
$492K 0.01%
8,365
+2,623
277
$492K 0.01%
11,496
278
$490K 0.01%
1,878
-1
279
$487K 0.01%
+16,465
280
$483K 0.01%
15,000
-666
281
$480K 0.01%
2,695
+180
282
$475K 0.01%
2,867
-2
283
$461K 0.01%
246
-15
284
$452K 0.01%
3,991
285
$451K 0.01%
6,085
-5,769
286
$451K 0.01%
6,400
287
$450K 0.01%
12,914
288
$438K 0.01%
10,663
289
$436K 0.01%
11,260
290
$435K 0.01%
4,844
+826
291
$428K 0.01%
13,466
-42
292
$427K 0.01%
1,366
-188
293
$424K 0.01%
1,504
+2
294
$423K 0.01%
7,493
295
$421K 0.01%
+30,420
296
$421K 0.01%
7,637
-79
297
$421K 0.01%
3,607
298
$420K 0.01%
386
299
$418K 0.01%
2,656
-289
300
$417K 0.01%
10,612
+4,482
10 11
12
13 14