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
301
$413K 0.01%
9,366
-82
302
$411K 0.01%
3,815
303
$409K 0.01%
400
304
$399K 0.01%
5,253
+307
305
$395K 0.01%
13,699
306
$394K 0.01%
3,058
307
$394K 0.01%
3,449
308
$392K 0.01%
3,400
-2,570
309
$388K 0.01%
5,286
310
$383K 0.01%
5,337
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311
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5,528
-680
312
$369K 0.01%
12,840
+450
313
$366K 0.01%
13,053
-1,001
314
$361K 0.01%
2,868
+253
315
$361K 0.01%
11,626
-8,996
316
$356K 0.01%
2,660
317
$356K 0.01%
2,520
318
$354K 0.01%
11,314
319
$349K 0.01%
15,000
320
$349K 0.01%
1,902
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321
$349K 0.01%
8,083
322
$348K 0.01%
6,361
+800
323
$343K 0.01%
2,004
-222
324
$339K 0.01%
22,267
+5,417
325
$336K 0.01%
2,631
11 12
13
14 15