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
376
$224K 0.01%
+10,734
377
$224K 0.01%
3,232
-2,814
378
$224K 0.01%
1,300
379
$223K 0.01%
14,000
380
$223K 0.01%
+5,231
381
$223K 0.01%
118,585
382
$222K 0.01%
+8,826
383
$222K 0.01%
+5,376
384
$222K 0.01%
+4,000
385
$219K 0.01%
+3,885
386
$219K 0.01%
+1,043
387
$218K 0.01%
+723
388
$215K 0.01%
+3,125
389
$213K 0.01%
+1,600
390
$212K 0.01%
+2,979
391
$212K 0.01%
2,525
392
$210K 0.01%
+2,805
393
$209K 0.01%
+6,536
394
$207K 0.01%
+6,540
395
$206K 0.01%
+5,759
396
$206K 0.01%
+1,175
397
$205K 0.01%
+1,843
398
$204K 0.01%
3,399
-935
399
$203K 0.01%
+6,257
400
$200K 0.01%
+2,299
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