EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.29B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$7.3M
3
+$7.3M
4
RCL icon
Royal Caribbean
RCL
+$5.02M
5
DPZ icon
Domino's
DPZ
+$4.78M

Top Sells

1
+$8.36M
2
+$6.65M
3
+$3.94M
4
LW icon
Lamb Weston
LW
+$3.8M
5
AMT icon
American Tower
AMT
+$3.75M

Sector Composition

1 Technology 20.85%
2 Financials 17.47%
3 Consumer Discretionary 16.43%
4 Healthcare 12.48%
5 Real Estate 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$204K 0.01%
14,352
-523
402
$202K 0.01%
+3,000
403
$201K 0.01%
6,536
404
$196K 0.01%
16,686
-6,000
405
$192K 0.01%
+11,382
406
$171K 0.01%
29,500
+5,000
407
$168K 0.01%
10,088
408
$148K ﹤0.01%
13,289
409
$117K ﹤0.01%
+11,412
410
$23K ﹤0.01%
21,300
411
– –
-10,113
412
– –
-1,843
413
– –
-2,525
414
– –
-4,547
415
– –
-6,257
416
– –
-4,721
417
– –
-1,282
418
– –
-35,000
419
– –
-6,891
420
– –
-6,540
421
– –
-5,759
422
– –
-6,667
423
– –
-26,951
424
– –
-13,002
425
– –
-1,300
14 15 16
17
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