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
101
$3.92M 0.12%
22,475
+2,242
102
$3.84M 0.12%
4,576
-14
103
$3.8M 0.12%
90,623
-15,612
104
$3.74M 0.11%
94,039
-167,429
105
$3.72M 0.11%
60,930
106
$3.56M 0.11%
69,444
+5,308
107
$3.56M 0.11%
26,965
+451
108
$3.55M 0.11%
35,624
+4,825
109
$3.49M 0.11%
30,277
+10,948
110
$3.46M 0.11%
35,489
+2,720
111
$3.43M 0.1%
9,591
+822
112
$3.39M 0.1%
40,409
+2,955
113
$3.38M 0.1%
50,730
+3,421
114
$3.29M 0.1%
19,707
+45
115
$3.25M 0.1%
51,370
-59,999
116
$3.21M 0.1%
44,716
+1,500
117
$3.18M 0.1%
8,729
+1,433
118
$3.15M 0.1%
25,360
-232
119
$3.15M 0.1%
57,483
-4,841
120
$3.09M 0.09%
52,650
-442
121
$3.05M 0.09%
82,770
+5,322
122
$3.02M 0.09%
34,223
+7,483
123
$3M 0.09%
53,775
+18,355
124
$2.9M 0.09%
21,500
125
$2.87M 0.09%
7,904
+323
3 4
5
6 7