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
301
$385K 0.01%
386
-23
302
$384K 0.01%
1,950
+500
303
$381K 0.01%
13,002
-5,991
304
$379K 0.01%
3,991
305
$376K 0.01%
4,946
306
$376K 0.01%
4,838
+186
307
$372K 0.01%
12,390
+640
308
$370K 0.01%
400
309
$361K 0.01%
2,515
-97
310
$352K 0.01%
+11,314
311
$351K 0.01%
2,226
-225
312
$349K 0.01%
4,018
+592
313
$344K 0.01%
1,871
+42
314
$343K 0.01%
41,841
315
$341K 0.01%
5,742
+50
316
$334K 0.01%
2,520
+20
317
$331K 0.01%
5,984
-353
318
$330K 0.01%
11,260
319
$330K 0.01%
18,841
320
$326K 0.01%
8,083
321
$323K 0.01%
1,834
-244
322
$322K 0.01%
2,615
+385
323
$315K 0.01%
17,543
324
$314K 0.01%
5,774
+32
325
$311K 0.01%
4,882
+45
11 12
13
14 15