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
376
$253K ﹤0.01%
+3,055
377
$251K ﹤0.01%
+1,664
378
$250K ﹤0.01%
5,230
379
$246K ﹤0.01%
11,187
-30
380
$244K ﹤0.01%
3,167
-301
381
$244K ﹤0.01%
1,762
+92
382
$243K ﹤0.01%
+3,676
383
$242K ﹤0.01%
8,641
384
$242K ﹤0.01%
1,389
+23
385
$236K ﹤0.01%
+22,740
386
$236K ﹤0.01%
1,038
-60
387
$233K ﹤0.01%
2,210
388
$231K ﹤0.01%
+8,647
389
$230K ﹤0.01%
+736
390
$230K ﹤0.01%
+1,021
391
$229K ﹤0.01%
4,830
392
$227K ﹤0.01%
21,370
393
$226K ﹤0.01%
1,969
394
$226K ﹤0.01%
3,018
-10
395
$225K ﹤0.01%
4,696
+50
396
$225K ﹤0.01%
897
+9
397
$223K ﹤0.01%
2,074
398
$222K ﹤0.01%
5,143
+143
399
$221K ﹤0.01%
+3,146
400
$219K ﹤0.01%
+5,100
14 15
16
17 18