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
126
$2.59M 0.08%
18,875
-1,722
127
$2.58M 0.08%
+82,708
128
$2.53M 0.08%
37,861
+129
129
$2.52M 0.08%
+36,703
130
$2.52M 0.08%
77,448
-3,744
131
$2.42M 0.08%
42,154
-7,032
132
$2.42M 0.08%
56,315
+4,855
133
$2.41M 0.08%
26,740
+2,950
134
$2.36M 0.08%
+28,525
135
$2.33M 0.08%
98,672
-3,704
136
$2.31M 0.07%
15,935
+1,081
137
$2.27M 0.07%
7,581
+1,064
138
$2.25M 0.07%
33,663
-683
139
$2.14M 0.07%
53,621
-14,092
140
$2.12M 0.07%
27,660
+1,680
141
$2.12M 0.07%
19,329
+11,179
142
$2.11M 0.07%
31,335
-2,261
143
$2.1M 0.07%
22,040
+846
144
$2.06M 0.07%
25,333
-37
145
$2.04M 0.07%
12,269
+2,420
146
$2.02M 0.07%
32,452
+8,054
147
$1.99M 0.06%
40,040
-3,799
148
$1.97M 0.06%
9,342
-1,191
149
$1.97M 0.06%
30,215
-3,385
150
$1.96M 0.06%
75,840
+1,575
4 5
6
7 8