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
$3.29B
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
26
$45.5M 1.38%
541,408
+13,200
27
$45.2M 1.37%
834,340
+17,900
28
$43.6M 1.33%
313,334
+6,614
29
$41.5M 1.26%
286,245
-1,675
30
$39.5M 1.2%
1,140,055
+21,121
31
$38.3M 1.16%
130,718
+6,413
32
$38.2M 1.16%
186,415
+9,342
33
$36.4M 1.11%
771,773
+16,316
34
$35.3M 1.07%
228,998
+25,040
35
$34.7M 1.05%
131,329
+1,897
36
$32.7M 0.99%
698,550
-1,629
37
$29.7M 0.9%
613,112
+9,818
38
$28.1M 0.85%
770,229
+90,879
39
$26.8M 0.81%
215,579
+6,493
40
$26.2M 0.8%
399,234
+4,818
41
$23.1M 0.7%
878,492
-60,625
42
$21.2M 0.64%
387,485
+17,890
43
$19.9M 0.61%
152,069
+3,118
44
$19M 0.58%
64,397
+2,772
45
$17.8M 0.54%
116,580
+3,888
46
$16.9M 0.51%
220,958
+1,565
47
$16.8M 0.51%
374,487
+18,618
48
$15.9M 0.48%
142,265
+9,924
49
$15.8M 0.48%
383,535
+14,826
50
$15.1M 0.46%
183,773
-1,862
1
2
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