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
351
$281K 0.01%
1,425
+250
352
$277K 0.01%
+4,825
353
$276K 0.01%
5,774
354
$271K 0.01%
5,920
355
$269K 0.01%
1,536
+345
356
$269K 0.01%
+2,805
357
$266K 0.01%
3,298
+66
358
$265K 0.01%
10,387
-269
359
$258K 0.01%
143,138
+24,553
360
$256K 0.01%
+4,093
361
$251K 0.01%
5,400
362
$250K 0.01%
3,600
363
$248K 0.01%
1,355
364
$245K 0.01%
+2,369
365
$245K 0.01%
22,425
-4,350
366
$241K 0.01%
35,000
+25,000
367
$240K 0.01%
2,888
+170
368
$240K 0.01%
10,734
369
$238K 0.01%
10,540
370
$238K 0.01%
3,399
371
$237K 0.01%
+1,446
372
$235K 0.01%
5,438
+62
373
$234K 0.01%
+2,813
374
$234K 0.01%
+981
375
$234K 0.01%
1,600
13 14
15
16 17