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
151
$2.02M 0.06%
29,881
-334
152
$2.02M 0.06%
25,246
+211
153
$1.92M 0.06%
66,316
+2,775
154
$1.92M 0.06%
25,248
-8,686
155
$1.89M 0.06%
27,126
+69
156
$1.88M 0.06%
42,020
+600
157
$1.84M 0.06%
30,008
+356
158
$1.78M 0.05%
10,243
+1,062
159
$1.75M 0.05%
20,178
+2,572
160
$1.74M 0.05%
31,766
161
$1.65M 0.05%
19,171
-100
162
$1.63M 0.05%
19,304
-9,221
163
$1.61M 0.05%
20,574
-470
164
$1.6M 0.05%
28,994
+7,958
165
$1.59M 0.05%
11,697
+847
166
$1.58M 0.05%
64,215
-11,625
167
$1.54M 0.05%
8,237
+5,150
168
$1.53M 0.05%
17,554
-600
169
$1.47M 0.04%
27,016
-1,167
170
$1.39M 0.04%
18,457
-8,726
171
$1.38M 0.04%
33,029
+10,842
172
$1.34M 0.04%
32,742
173
$1.34M 0.04%
19,228
-17,475
174
$1.34M 0.04%
5,711
-102
175
$1.33M 0.04%
10,187
+4,368
5 6
7
8 9