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
101
$2.97M 0.11%
32,527
-572
102
$2.94M 0.11%
136,491
-26,922
103
$2.92M 0.11%
48,856
-74
104
$2.89M 0.11%
43,231
-1,297
105
$2.85M 0.11%
26,202
-3,290
106
$2.8M 0.11%
25,908
-768
107
$2.79M 0.11%
61,149
-375
108
$2.75M 0.1%
46,261
-2,355
109
$2.73M 0.1%
19,751
-454
110
$2.62M 0.1%
19,795
-1,841
111
$2.61M 0.1%
11,342
-100
112
$2.6M 0.1%
53,093
113
$2.6M 0.1%
4,590
-154
114
$2.53M 0.1%
19,191
+2,228
115
$2.52M 0.1%
81,192
-2,775
116
$2.51M 0.09%
8,605
+39
117
$2.47M 0.09%
21,500
-450
118
$2.47M 0.09%
20,597
-897
119
$2.43M 0.09%
49,186
-1,560
120
$2.4M 0.09%
96,730
-18,270
121
$2.36M 0.09%
37,732
-48
122
$2.33M 0.09%
26,049
-115
123
$2.31M 0.09%
67,713
-4,307
124
$2.29M 0.09%
35,618
+1,509
125
$2.24M 0.08%
38,022
+18,086
3 4
5
6 7