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
401
$218K ﹤0.01%
+2,817
402
$217K ﹤0.01%
6,897
403
$207K ﹤0.01%
3,273
-1,040
404
$206K ﹤0.01%
+1,760
405
$205K ﹤0.01%
+3,562
406
$204K ﹤0.01%
+3,913
407
$203K ﹤0.01%
+8,393
408
$202K ﹤0.01%
20,000
409
$198K ﹤0.01%
32,250
410
$188K ﹤0.01%
10,455
411
$175K ﹤0.01%
17,070
+3,740
412
$169K ﹤0.01%
17,543
413
$167K ﹤0.01%
14,688
414
$159K ﹤0.01%
+11,491
415
$158K ﹤0.01%
145,000
+35,000
416
$150K ﹤0.01%
22,492
417
$137K ﹤0.01%
+13,210
418
$132K ﹤0.01%
10,358
-310
419
$120K ﹤0.01%
+10,998
420
$119K ﹤0.01%
+11,500
421
$114K ﹤0.01%
10,900
422
$111K ﹤0.01%
10,600
423
$110K ﹤0.01%
10,599
424
$108K ﹤0.01%
10,849
425
$90K ﹤0.01%
20,000
14 15 16
17
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