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
401
$200K 0.01%
7,000
-2,080
402
$193K 0.01%
+13,304
403
$172K 0.01%
10,088
+88
404
$166K 0.01%
10,000
-15,000
405
$129K ﹤0.01%
24,500
+1,500
406
$117K ﹤0.01%
+13,289
407
$29K ﹤0.01%
21,300
408
– –
-1,750
409
– –
-6,843
410
– –
-3,661
411
– –
-10,000
412
– –
-12,306
413
– –
-123,951
414
– –
-6,824
415
– –
-12,000
416
– –
-15,000
417
– –
-53,760
13 14 15 16
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