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
301
$412K 0.01%
+805
302
$408K 0.01%
3,353
+11
303
$405K 0.01%
22,500
304
$403K 0.01%
+7,946
305
$403K 0.01%
2,870
+209
306
$393K 0.01%
2,618
-1,276
307
$393K 0.01%
20,406
-2,255
308
$368K 0.01%
4,000
-500
309
$366K 0.01%
1,086
+225
310
$366K 0.01%
7,792
-2,936
311
$363K 0.01%
4,473
312
$355K 0.01%
753
+12
313
$351K 0.01%
+3,361
314
$350K 0.01%
1,946
315
$347K 0.01%
+33,630
316
$346K 0.01%
8,818
317
$345K 0.01%
4,410
+80
318
$345K 0.01%
+75,000
319
$344K 0.01%
2,800
320
$342K 0.01%
1,370
321
$341K 0.01%
2,249
322
$340K 0.01%
8,975
323
$340K 0.01%
2,717
324
$335K 0.01%
9,050
325
$335K 0.01%
1,398
+20
11 12
13
14 15