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
51
$15M 0.45%
312,513
+6,271
52
$14.4M 0.44%
103,070
-196
53
$13.8M 0.42%
87,679
-14,652
54
$13.4M 0.41%
48,679
-1,024
55
$12.7M 0.39%
471,545
-3,972
56
$11.5M 0.35%
143,681
+4,019
57
$10.9M 0.33%
66,162
+4,973
58
$10.2M 0.31%
76,433
+1,375
59
$9.99M 0.3%
59,079
-160
60
$9.95M 0.3%
28,054
+1,490
61
$9.78M 0.3%
76,843
-7,839
62
$9.43M 0.29%
86,019
+7,718
63
$9.32M 0.28%
57,244
+300
64
$8.88M 0.27%
221,041
-250
65
$8.62M 0.26%
150,880
+23,792
66
$8.1M 0.25%
73,111
+1,646
67
$8.07M 0.25%
51,914
+10,130
68
$8.07M 0.25%
141,608
-85
69
$7.6M 0.23%
104,476
+12,819
70
$7.37M 0.22%
35,501
+5,746
71
$6.94M 0.21%
33,774
-262
72
$6.74M 0.2%
25,029
+157
73
$6.72M 0.2%
65,071
+5,532
74
$6.36M 0.19%
47,303
-2,219
75
$6.27M 0.19%
123,165
+12,257
1 2
3
4 5