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
26
$42.2M 1.36%
367,939
+57,492
27
$42M 1.35%
98,185
+24
28
$40.3M 1.3%
755,457
-78,098
29
$39.3M 1.27%
152,199
+7,433
30
$38.2M 1.23%
+904,634
31
$35.7M 1.15%
1,118,934
+218,059
32
$35.1M 1.13%
124,305
-20,761
33
$33.6M 1.08%
700,179
+21,992
34
$32.4M 1.04%
177,073
+2,182
35
$31.3M 1.01%
129,432
+679
36
$31M 1%
203,958
+35,093
37
$28.4M 0.92%
603,294
-52,278
38
$26.1M 0.84%
679,350
+49,222
39
$25.8M 0.83%
209,086
+14,638
40
$25.6M 0.82%
394,416
-49,808
41
$24.7M 0.8%
939,117
+80,615
42
$20M 0.64%
369,595
+4,892
43
$18.3M 0.59%
148,951
+5,050
44
$17.7M 0.57%
219,393
-5,913
45
$17.5M 0.56%
61,625
+8,106
46
$16.4M 0.53%
306,242
+6,901
47
$16.2M 0.52%
112,692
-87
48
$15.5M 0.5%
102,331
+24,747
49
$15.1M 0.49%
185,635
+7,144
50
$14.9M 0.48%
368,709
+19,645
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