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
101
$4.43M 0.07%
40,935
+704
102
$4.36M 0.07%
20,770
-64
103
$4.33M 0.07%
82,437
+3,531
104
$4.24M 0.07%
21,359
+214
105
$4.23M 0.07%
50,750
+8,850
106
$4.2M 0.07%
10,262
+219
107
$4.19M 0.07%
49,969
+27,834
108
$4.18M 0.07%
24,025
109
$4.16M 0.07%
52,736
-2,073
110
$4.14M 0.07%
112,781
+728
111
$4.11M 0.07%
67,617
-11,583
112
$4.1M 0.07%
54,629
+752
113
$3.75M 0.06%
16,099
+3,959
114
$3.74M 0.06%
17,147
115
$3.65M 0.06%
14,021
+1,970
116
$3.61M 0.06%
37,120
-2,301
117
$3.48M 0.06%
24,078
+27
118
$3.46M 0.06%
11,121
+675
119
$3.37M 0.06%
40,829
-2,786
120
$3.37M 0.06%
67,932
-4,272
121
$3.32M 0.06%
57,821
-470
122
$3.31M 0.06%
20,956
+16,602
123
$3.26M 0.05%
5,880
+700
124
$3.23M 0.05%
2,663
-59
125
$3.19M 0.05%
62,263
-3,329
3 4
5
6 7