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
76
$5.5M 0.21%
105,743
-5,719
77
$5.41M 0.2%
52,729
78
$5.39M 0.2%
34,414
-111
79
$5.02M 0.19%
108,997
-8,235
80
$4.96M 0.19%
37,587
+2,385
81
$4.95M 0.19%
39,063
-680
82
$4.93M 0.19%
27,776
+51
83
$4.92M 0.19%
53,225
+1,531
84
$4.89M 0.18%
107,385
+24,787
85
$4.88M 0.18%
103,158
-411
86
$4.86M 0.18%
106,247
-1,170
87
$4.83M 0.18%
73,451
-491
88
$4.77M 0.18%
54,680
+2,632
89
$4.76M 0.18%
193,444
-8,511
90
$4.67M 0.18%
34,869
+4,403
91
$4.37M 0.16%
83,300
+738
92
$4.25M 0.16%
21,821
-908
93
$4.16M 0.16%
116,563
-157,296
94
$3.92M 0.15%
28,611
+1,778
95
$3.9M 0.15%
73,477
-100
96
$3.67M 0.14%
12
97
$3.58M 0.14%
60,930
-1,835
98
$3.5M 0.13%
91,794
+11,764
99
$3.17M 0.12%
21,544
-254
100
$3.12M 0.12%
34,341
-211
2 3
4
5 6