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
$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
276
$529K 0.01%
17,377
-892
277
$523K 0.01%
4,688
278
$522K 0.01%
+6,345
279
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280
$510K 0.01%
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281
$508K 0.01%
13,148
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282
$506K 0.01%
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283
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284
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285
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286
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287
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13,058
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288
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4,348
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289
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290
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291
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294
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295
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296
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7,280
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297
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-64
298
$418K 0.01%
2,834
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299
$414K 0.01%
5,232
300
$413K 0.01%
1,088
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10 11
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