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
376
– –
-1,727
377
– –
-12,278
378
– –
-3,548
379
– –
-8,000
380
– –
-16,715
381
– –
-11,306
382
– –
-6,086
383
– –
-7,806
384
– –
-4,375
385
– –
-3,123
386
– –
-2,551
387
– –
-1,208
388
– –
-2,536
389
– –
-1,111
390
– –
-1,581
391
– –
-7,720
392
– –
-647
393
– –
-7,234
394
– –
-10,700
395
– –
-12,700
396
– –
-2,186
397
– –
-10,000
398
– –
-1,056
399
– –
-2,299
400
– –
-5,980
14 15
16
17 18