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
126
$3.17M 0.05%
10,726
-10
127
$3.11M 0.05%
55,621
128
$3.07M 0.05%
31,614
-2,300
129
$3.06M 0.05%
32,568
+179
130
$2.98M 0.05%
21,860
131
$2.97M 0.05%
72,641
+2,774
132
$2.95M 0.05%
78,364
133
$2.94M 0.05%
37,866
+11,153
134
$2.89M 0.05%
155,000
135
$2.84M 0.05%
17,811
-1,266
136
$2.82M 0.05%
44,505
-4,245
137
$2.78M 0.05%
47,841
138
$2.78M 0.05%
14,067
-81
139
$2.77M 0.05%
14,764
-163
140
$2.69M 0.05%
7,609
+998
141
$2.53M 0.04%
+25,249
142
$2.53M 0.04%
28,286
-80
143
$2.52M 0.04%
121,568
144
$2.51M 0.04%
14,060
145
$2.51M 0.04%
17,640
-52
146
$2.51M 0.04%
34,620
+581
147
$2.49M 0.04%
31,178
-919
148
$2.45M 0.04%
17,887
-9,710
149
$2.39M 0.04%
14,928
+44
150
$2.38M 0.04%
18,555
+442
4 5
6
7 8