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
76
$6.46M 0.21%
24,872
+13,530
77
$6.42M 0.21%
50,762
-1,967
78
$6.4M 0.21%
41,784
+6,915
79
$5.8M 0.19%
49,522
-1,180
80
$5.78M 0.19%
37,797
+210
81
$5.73M 0.18%
52,321
-904
82
$5.65M 0.18%
29,755
+1,979
83
$5.59M 0.18%
38,977
-86
84
$5.48M 0.18%
109,210
+1,825
85
$5.39M 0.17%
34,038
+5,427
86
$5.26M 0.17%
180,953
-12,491
87
$5.21M 0.17%
54,789
+109
88
$5.2M 0.17%
110,908
+7,750
89
$5.2M 0.17%
122,268
+30,474
90
$5.12M 0.16%
105,849
-3,148
91
$5.08M 0.16%
105,310
-937
92
$5.01M 0.16%
70,320
-3,131
93
$4.77M 0.15%
99,997
-5,746
94
$4.76M 0.15%
25,082
+3,261
95
$4.58M 0.15%
83,050
-250
96
$4.47M 0.14%
72,593
-884
97
$4M 0.13%
45,294
+2,063
98
$3.92M 0.13%
13
+1
99
$3.89M 0.13%
22,056
+512
100
$3.82M 0.12%
32,667
+140
2 3
4
5 6