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
151
$1.53M 0.06%
40,600
-72
152
$1.52M 0.06%
25,160
-21
153
$1.52M 0.06%
32,605
-123
154
$1.51M 0.06%
23,873
-17
155
$1.49M 0.06%
12,776
+656
156
$1.48M 0.06%
31,766
157
$1.47M 0.06%
19,471
+569
158
$1.45M 0.05%
43,525
-12,125
159
$1.43M 0.05%
32,742
160
$1.38M 0.05%
123,951
-1,125,326
161
$1.32M 0.05%
27,263
+517
162
$1.29M 0.05%
9,849
-1,352
163
$1.28M 0.05%
10,103
-36
164
$1.27M 0.05%
24,398
+761
165
$1.26M 0.05%
19,730
+1,396
166
$1.18M 0.04%
17,560
-46
167
$1.17M 0.04%
18,914
-367
168
$1.14M 0.04%
46,316
-33,236
169
$1.12M 0.04%
50,304
170
$1.1M 0.04%
16,628
-3,255
171
$1.06M 0.04%
13,877
+59
172
$1.06M 0.04%
22,409
+840
173
$1M 0.04%
15,748
-185
174
$993K 0.04%
13,331
+1,034
175
$993K 0.04%
14,539
-166
5 6
7
8 9