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
51
$14.5M 0.47%
209,947
+18,672
52
$14.1M 0.45%
355,869
+90,298
53
$13.4M 0.43%
132,341
+5,142
54
$11.8M 0.38%
475,517
+21,629
55
$11.5M 0.37%
103,266
+12,112
56
$11.4M 0.37%
261,468
+22,428
57
$11.1M 0.36%
49,703
-262
58
$11.1M 0.36%
139,662
+7,235
59
$10.5M 0.34%
84,682
-6,289
60
$9.9M 0.32%
59,239
+332
61
$9.77M 0.31%
61,189
+2,277
62
$9.46M 0.3%
221,291
-8,747
63
$9.27M 0.3%
71,465
-1,852
64
$9.18M 0.3%
26,564
+1,189
65
$9.16M 0.3%
75,058
+5,819
66
$8.96M 0.29%
56,944
67
$8.35M 0.27%
111,369
-522,693
68
$8.15M 0.26%
78,301
+2,937
69
$7.61M 0.25%
141,693
+4,508
70
$7.51M 0.24%
127,088
+7,306
71
$7.39M 0.24%
91,657
+6,206
72
$7.18M 0.23%
101,642
-639
73
$7M 0.23%
79,488
-306,285
74
$6.72M 0.22%
34,036
-378
75
$6.65M 0.21%
59,539
-8,421
1 2
3
4 5