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
151
$1.95M 0.06%
11,544
+1,355
152
$1.94M 0.06%
33,934
+1,896
153
$1.92M 0.06%
7,895
+38
154
$1.91M 0.06%
35,420
+2,815
155
$1.8M 0.06%
25,035
-125
156
$1.8M 0.06%
29,652
-1,135
157
$1.78M 0.06%
41,420
+820
158
$1.76M 0.06%
18,699
-1,031
159
$1.75M 0.06%
63,541
+17,225
160
$1.74M 0.06%
14,004
-339
161
$1.69M 0.05%
13,784
+1,008
162
$1.68M 0.05%
27,057
-206
163
$1.68M 0.05%
31,766
164
$1.67M 0.05%
9,181
+3,825
165
$1.66M 0.05%
22,012
166
$1.63M 0.05%
+35,000
167
$1.57M 0.05%
23,899
+26
168
$1.56M 0.05%
21,044
+2,130
169
$1.52M 0.05%
32,742
170
$1.52M 0.05%
28,183
+596
171
$1.49M 0.05%
18,154
+594
172
$1.47M 0.05%
10,850
+747
173
$1.47M 0.05%
19,271
-200
174
$1.41M 0.05%
17,606
+978
175
$1.37M 0.04%
5,813
-299
5 6
7
8 9