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
326
$307K 0.01%
15,000
-318
327
$305K 0.01%
2,660
-98
328
$305K 0.01%
+67,960
329
$303K 0.01%
26,775
330
$303K 0.01%
5,286
-37
331
$302K 0.01%
20,540
332
$300K 0.01%
17,855
-391
333
$298K 0.01%
5,714
334
$292K 0.01%
5,000
335
$291K 0.01%
6,400
-8,886
336
$285K 0.01%
6,856
337
$285K 0.01%
8,975
338
$284K 0.01%
3,859
+259
339
$283K 0.01%
8,647
340
$282K 0.01%
+2,198
341
$281K 0.01%
5,056
+348
342
$278K 0.01%
5,000
343
$273K 0.01%
2,631
+37
344
$272K 0.01%
22,686
+1,856
345
$271K 0.01%
4,000
346
$270K 0.01%
25,000
347
$267K 0.01%
5,561
+1,154
348
$267K 0.01%
3,600
349
$266K 0.01%
+10,656
350
$265K 0.01%
+3,347
12 13
14
15 16