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
$2.65B
AUM Growth
-$480M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$9.56M
3
+$8.67M
4
BX icon
Blackstone
BX
+$2.71M
5
RCL icon
Royal Caribbean
RCL
+$2.43M

Top Sells

1
+$12.5M
2
+$11.2M
3
+$8.71M
4
AMAT icon
Applied Materials
AMAT
+$8.7M
5
LW icon
Lamb Weston
LW
+$5.73M

Sector Composition

1 Technology 18.95%
2 Consumer Discretionary 16.8%
3 Financials 14.97%
4 Healthcare 13.42%
5 Real Estate 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$218K 0.01%
+2,584
352
$212K 0.01%
5,684
+1,084
353
$211K 0.01%
2,525
354
$211K 0.01%
5,742
-90
355
$209K 0.01%
+1,300
356
$209K 0.01%
3,600
357
$207K 0.01%
2,718
-32
358
$204K 0.01%
+20,540
359
$204K 0.01%
+1,222
360
$203K 0.01%
14,000
361
$202K 0.01%
14,112
+4,000
362
$201K 0.01%
4,407
-9
363
$201K 0.01%
2,402
-17
364
$155K 0.01%
10,000
365
$140K 0.01%
118,585
366
$131K ﹤0.01%
23,000
+1,000
367
$121K ﹤0.01%
12,306
368
$34K ﹤0.01%
10,000
369
$23K ﹤0.01%
12,000
370
$21K ﹤0.01%
21,300
371
– –
-4,400
372
– –
-1,025
373
– –
-6,342
374
– –
-3,025
375
– –
-2,020
13 14
15
16 17