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
76
$6.12M 0.19%
87,693
-13,949
77
$5.93M 0.18%
37,882
+85
78
$5.88M 0.18%
38,977
79
$5.87M 0.18%
50,762
80
$5.71M 0.17%
108,919
+3,609
81
$5.54M 0.17%
108,590
-620
82
$5.26M 0.16%
52,105
-216
83
$5.2M 0.16%
122,314
+46
84
$5.19M 0.16%
34,216
+178
85
$5.11M 0.16%
176,853
-4,100
86
$5.04M 0.15%
68,968
-1,352
87
$4.9M 0.15%
103,618
-2,231
88
$4.89M 0.15%
52,533
-2,256
89
$4.84M 0.15%
85,000
+1,950
90
$4.75M 0.14%
25,802
+720
91
$4.58M 0.14%
26,371
+2,098
92
$4.56M 0.14%
69,793
-2,800
93
$4.54M 0.14%
99,994
-3
94
$4.4M 0.13%
50,507
-28,981
95
$4.35M 0.13%
22,030
-26
96
$4.18M 0.13%
107,635
+37,770
97
$4.18M 0.13%
53,254
+7,960
98
$4.14M 0.13%
13
99
$4.09M 0.12%
32,306
-361
100
$4M 0.12%
158,049
+24,912
2 3
4
5 6