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
101
$3.79M 0.12%
106,235
-10,328
102
$3.79M 0.12%
24,273
+5,082
103
$3.58M 0.12%
26,514
+312
104
$3.54M 0.11%
60,930
105
$3.32M 0.11%
4,590
106
$3.24M 0.1%
47,309
-1,547
107
$3.22M 0.1%
20,233
+438
108
$3.18M 0.1%
53,092
-1
109
$3.16M 0.1%
19,662
-89
110
$3.15M 0.1%
133,137
-3,354
111
$3.12M 0.1%
62,324
+1,175
112
$3.1M 0.1%
64,136
+17,176
113
$3.02M 0.1%
30,799
+4,750
114
$2.98M 0.1%
32,769
-1,572
115
$2.96M 0.1%
43,216
-3,045
116
$2.94M 0.09%
49,168
+11,146
117
$2.92M 0.09%
27,183
+1,275
118
$2.79M 0.09%
21,500
119
$2.79M 0.09%
37,454
+1,836
120
$2.78M 0.09%
7,296
+2,403
121
$2.75M 0.09%
103,275
+6,545
122
$2.72M 0.09%
25,592
-42,768
123
$2.65M 0.09%
8,769
+164
124
$2.65M 0.09%
69,865
+26,340
125
$2.61M 0.08%
52,780
+69
3 4
5
6 7