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
426
$77.6K ﹤0.01%
2,667
427
$70.7K ﹤0.01%
18,272
428
$39.1K ﹤0.01%
578
429
$12.9K ﹤0.01%
268
430
$2.04K ﹤0.01%
13,425
431
$1.54K ﹤0.01%
+10,300
432
$1.4K ﹤0.01%
19,960
433
$153 ﹤0.01%
+10,300
434
– –
-22,500
435
– –
-5,177
436
– –
-19,960
437
– –
-5,564
438
– –
-137
439
– –
-12,000
440
– –
-2,261
441
– –
-11,758
442
– –
-7,989
443
– –
-5,071
444
– –
-26,532
445
– –
-12,870
14 15 16 17
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