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
76
$7.29M 0.12%
27,824
-55
77
$7.16M 0.12%
67,909
-3,522
78
$7.14M 0.12%
37,073
-332
79
$7.1M 0.12%
28,914
-1,262
80
$7.05M 0.12%
13
+2
81
$6.99M 0.12%
6,909
-498
82
$6.7M 0.11%
52,557
83
$6.28M 0.11%
238,390
+60,940
84
$6.26M 0.1%
217,354
-17,615
85
$6.13M 0.1%
28,731
+411
86
$6.13M 0.1%
72,817
-399
87
$6.1M 0.1%
39,924
+200
88
$5.99M 0.1%
177,956
-9,220
89
$5.95M 0.1%
25,726
-3,667
90
$5.93M 0.1%
20,583
-298
91
$5.89M 0.1%
117,173
-1,433
92
$5.79M 0.1%
103,089
-3,297
93
$5.77M 0.1%
51,720
+15,390
94
$5.44M 0.09%
48,717
95
$5.28M 0.09%
+263,545
96
$5.16M 0.09%
125,523
+1,346
97
$4.89M 0.08%
51,669
-5,220
98
$4.79M 0.08%
49,883
-202
99
$4.53M 0.08%
50,163
-3,937
100
$4.43M 0.07%
18,682
-1,161
2 3
4
5 6