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
26
$93M 1.56%
844,496
-4,140
27
$92.1M 1.54%
113,432
-862
28
$86.7M 1.45%
924,510
+19,516
29
$85.5M 1.43%
129,455
-412
30
$81.9M 1.37%
338,710
+3,241
31
$80.2M 1.34%
221,024
+12,452
32
$71.3M 1.2%
1,074,155
-18,126
33
$69.9M 1.17%
147,035
+13,826
34
$69.9M 1.17%
643,379
+8,362
35
$65.6M 1.1%
542,355
+34,199
36
$55.8M 0.94%
597,115
+85,462
37
$54.7M 0.92%
137,155
+16,696
38
$51.5M 0.86%
345,012
-3,414
39
$47.5M 0.8%
367,908
+20,292
40
$45.7M 0.77%
1,274,518
-42,105
41
$37M 0.62%
77,439
-29
42
$33.8M 0.57%
108,237
+74
43
$32.8M 0.55%
209,143
-5,587
44
$31.4M 0.53%
57,519
-1,298
45
$26.8M 0.45%
46,007
-834
46
$26.8M 0.45%
686,358
+3,789
47
$24.1M 0.4%
55,109
+3,758
48
$20.9M 0.35%
122,939
-1,243
49
$20.7M 0.35%
121,684
-316,752
50
$19.2M 0.32%
63,469
+813
1
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