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
51
$12M 0.45%
178,491
+941
52
$11.4M 0.43%
191,275
-74,130
53
$11.2M 0.42%
453,888
+22,296
54
$10.2M 0.38%
77,584
+7,183
55
$10.1M 0.38%
90,971
-3,923
56
$10M 0.38%
91,154
-2,368
57
$9.65M 0.36%
132,427
-4,997
58
$9.55M 0.36%
230,038
-237
59
$9.29M 0.35%
49,965
-1,873
60
$8.7M 0.33%
265,571
-265,788
61
$8.62M 0.33%
239,040
-144,192
62
$8.48M 0.32%
73,317
-658
63
$8.39M 0.32%
69,239
+13,620
64
$8.14M 0.31%
58,907
-2,116
65
$7.9M 0.3%
56,944
-6,990
66
$7.88M 0.3%
85,451
-1,463
67
$7.72M 0.29%
58,912
-729
68
$7.68M 0.29%
25,375
-10
69
$6.93M 0.26%
75,364
-329
70
$6.74M 0.25%
119,782
+67
71
$6.63M 0.25%
67,960
-1,196
72
$6.5M 0.25%
102,281
+8,617
73
$6.43M 0.24%
68,360
-120
74
$6.19M 0.23%
137,185
-2,208
75
$5.6M 0.21%
50,702
-4,710
1 2
3
4 5