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
126
$2.83M 0.09%
18,909
+34
127
$2.78M 0.08%
36,005
+8,345
128
$2.72M 0.08%
48,638
-530
129
$2.67M 0.08%
37,831
-30
130
$2.65M 0.08%
52,780
131
$2.62M 0.08%
50,124
-159,823
132
$2.62M 0.08%
82,708
133
$2.58M 0.08%
60,193
+3,878
134
$2.57M 0.08%
13,328
+1,059
135
$2.5M 0.08%
18,776
+4,772
136
$2.42M 0.07%
51,118
+8,964
137
$2.37M 0.07%
98,672
138
$2.31M 0.07%
54,741
+1,120
139
$2.26M 0.07%
12,419
+875
140
$2.21M 0.07%
70,005
-33,270
141
$2.19M 0.07%
14,580
-1,355
142
$2.19M 0.07%
41,793
+1,753
143
$2.19M 0.07%
23,353
+1,313
144
$2.17M 0.07%
27,708
+14,766
145
$2.15M 0.07%
26,252
+919
146
$2.14M 0.07%
31,335
147
$2.12M 0.06%
9,295
-47
148
$2.11M 0.06%
15,342
+1,558
149
$2.05M 0.06%
29,209
-3,243
150
$2.02M 0.06%
33,095
-568
4 5
6
7 8