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
326
$330K 0.01%
+3,270
327
$330K 0.01%
6,673
-50
328
$328K 0.01%
18,841
329
$327K 0.01%
6,856
330
$322K 0.01%
1,602
-232
331
$318K 0.01%
5,000
332
$314K 0.01%
8,975
333
$313K 0.01%
8,647
334
$313K 0.01%
3,319
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335
$311K 0.01%
15,000
336
$307K 0.01%
17,855
337
$307K 0.01%
5,747
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338
$305K 0.01%
1,137
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339
$304K 0.01%
6,137
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340
$303K 0.01%
1,510
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341
$302K 0.01%
5,714
342
$298K 0.01%
17,543
343
$294K 0.01%
4,000
344
$293K 0.01%
5,056
345
$289K 0.01%
3,859
346
$288K 0.01%
1,795
347
$283K 0.01%
1,494
348
$282K 0.01%
5,000
349
$282K 0.01%
25,000
350
$282K 0.01%
41,841
12 13
14
15 16