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
326
$330K 0.01%
2,421
-79
327
$329K 0.01%
+1,994
328
$329K 0.01%
573
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330
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331
$324K 0.01%
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332
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333
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334
$322K 0.01%
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335
$321K 0.01%
2,294
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336
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337
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338
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339
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7,580
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340
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14,000
341
$308K 0.01%
2,310
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342
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343
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344
$304K 0.01%
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345
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10,402
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346
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3,488
347
$302K 0.01%
1,767
348
$301K 0.01%
200
349
$300K 0.01%
5,101
350
$297K 0.01%
11,381
+90
12 13
14
15 16