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
$2.65B
AUM Growth
-$480M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$9.56M
3
+$8.67M
4
BX icon
Blackstone
BX
+$2.71M
5
RCL icon
Royal Caribbean
RCL
+$2.43M

Top Sells

1
+$12.5M
2
+$11.2M
3
+$8.71M
4
AMAT icon
Applied Materials
AMAT
+$8.7M
5
LW icon
Lamb Weston
LW
+$5.73M

Sector Composition

1 Technology 18.95%
2 Consumer Discretionary 16.8%
3 Financials 14.97%
4 Healthcare 13.42%
5 Real Estate 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$38.1M 1.44%
402,908
+3,562
27
$37.1M 1.4%
501,035
+7,406
28
$36.3M 1.37%
145,066
+34,691
29
$35.9M 1.36%
144,766
+8,107
30
$35.6M 1.34%
833,555
+7,417
31
$34.7M 1.31%
385,773
-21,611
32
$30.4M 1.15%
310,447
+24,898
33
$29.5M 1.12%
678,187
-22,210
34
$27.7M 1.05%
655,572
-742
35
$26.2M 0.99%
128,753
-188
36
$26.1M 0.99%
444,224
+162,656
37
$25M 0.94%
174,891
-3,646
38
$23.8M 0.9%
630,128
-87,726
39
$21.2M 0.8%
194,448
-3,411
40
$21.1M 0.8%
900,875
-371,374
41
$19.1M 0.72%
168,865
-24,464
42
$18.8M 0.71%
858,502
-513,794
43
$15.9M 0.6%
143,901
-1,385
44
$15.8M 0.6%
364,703
-2,092
45
$15.4M 0.58%
225,306
-12,285
46
$14.8M 0.56%
112,779
-2,061
47
$14.5M 0.55%
349,064
-11,656
48
$14M 0.53%
299,341
-2,552
49
$13.5M 0.51%
53,519
-5,283
50
$12.4M 0.47%
127,199
-222
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