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
51
$16.1M 0.27%
213,566
-2,736
52
$15.8M 0.27%
229,700
-115
53
$15.8M 0.26%
82,541
-84
54
$14.4M 0.24%
62,003
-1,501
55
$14.3M 0.24%
92,316
-442
56
$14M 0.23%
95,576
-533
57
$13.9M 0.23%
53,017
+1,557
58
$12.7M 0.21%
251,729
-4,198
59
$12.1M 0.2%
111,047
+1,030
60
$11.2M 0.19%
202,060
-2,200
61
$11M 0.19%
42,393
-850
62
$11M 0.18%
186,304
+5,675
63
$10.2M 0.17%
63,229
-131
64
$10.2M 0.17%
20,050
-201
65
$10.2M 0.17%
21,931
+856
66
$9.94M 0.17%
39,989
+2,909
67
$9.9M 0.17%
62,983
-14,076
68
$9.68M 0.16%
202,060
+31,178
69
$9.3M 0.16%
46,340
+5,302
70
$9.25M 0.16%
30,888
+99
71
$9.06M 0.15%
90,627
-3,207
72
$8.68M 0.15%
63,612
-2,093
73
$8.05M 0.14%
36,180
-4,210
74
$7.76M 0.13%
47,452
+2,789
75
$7.3M 0.12%
27,737
+585
1 2
3
4 5