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
126
$2.21M 0.08%
52,711
-1,167
127
$2.14M 0.08%
34,346
+1,184
128
$2.1M 0.08%
33,600
-7,314
129
$2.07M 0.08%
102,376
-3,432
130
$2.06M 0.08%
33,596
+793
131
$2.05M 0.08%
23,790
-1,483
132
$2.04M 0.08%
46,960
-916
133
$2.01M 0.08%
51,460
-7,925
134
$1.9M 0.07%
14,854
+208
135
$1.86M 0.07%
25,980
+1,819
136
$1.84M 0.07%
6,112
+137
137
$1.83M 0.07%
21,194
-314
138
$1.82M 0.07%
32,038
+6,127
139
$1.81M 0.07%
27,587
-2,411
140
$1.79M 0.07%
10,533
-221
141
$1.73M 0.07%
7,857
-22
142
$1.71M 0.06%
6,517
-11
143
$1.71M 0.06%
74,265
+195
144
$1.69M 0.06%
30,787
+114
145
$1.67M 0.06%
25,370
+869
146
$1.64M 0.06%
14,343
-229
147
$1.6M 0.06%
10,189
-3
148
$1.59M 0.06%
43,839
-15,876
149
$1.58M 0.06%
4,893
-3
150
$1.53M 0.06%
22,012
4 5
6
7 8