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
351
$264K 0.01%
2,834
+250
352
$263K 0.01%
5,400
353
$262K 0.01%
5,920
354
$257K 0.01%
2,420
+185
355
$257K 0.01%
1,282
+60
356
$254K 0.01%
2,401
-1
357
$253K 0.01%
4,721
-3,838
358
$248K 0.01%
14,875
+763
359
$245K 0.01%
+1,795
360
$244K 0.01%
+16,850
361
$243K 0.01%
10,113
-279
362
$242K 0.01%
6,130
+446
363
$242K 0.01%
10,500
-4,000
364
$241K 0.01%
1,320
365
$239K 0.01%
+6,891
366
$239K 0.01%
+6,667
367
$238K 0.01%
+1,494
368
$238K 0.01%
+3,407
369
$235K 0.01%
4,768
370
$233K 0.01%
+1,454
371
$229K 0.01%
+2,500
372
$229K 0.01%
+2,010
373
$227K 0.01%
+1,191
374
$224K 0.01%
2,718
375
$224K 0.01%
+1,355
13 14
15
16 17