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
351
$288K ﹤0.01%
3,649
-100
352
$286K ﹤0.01%
1,536
+9
353
$286K ﹤0.01%
1,174
+114
354
$283K ﹤0.01%
1,243
+19
355
$281K ﹤0.01%
6,000
356
$280K ﹤0.01%
26,850
357
$279K ﹤0.01%
1,432
-71
358
$278K ﹤0.01%
6,922
359
$277K ﹤0.01%
592
+127
360
$274K ﹤0.01%
5,342
361
$274K ﹤0.01%
4,480
-2,890
362
$270K ﹤0.01%
998
-106
363
$269K ﹤0.01%
10,584
-939
364
$266K ﹤0.01%
3,485
+223
365
$265K ﹤0.01%
+5,153
366
$265K ﹤0.01%
1,903
-38
367
$264K ﹤0.01%
4,000
368
$264K ﹤0.01%
1,326
369
$263K ﹤0.01%
+4,360
370
$263K ﹤0.01%
3,630
+30
371
$262K ﹤0.01%
+1,899
372
$261K ﹤0.01%
3,449
373
$259K ﹤0.01%
1,213
-54
374
$258K ﹤0.01%
+2,050
375
$256K ﹤0.01%
3,450
13 14
15
16 17