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
151
$2.38M 0.04%
6,131
-996
152
$2.32M 0.04%
33,029
+13,486
153
$2.29M 0.04%
4,699
+320
154
$2.25M 0.04%
4,970
+277
155
$2.23M 0.04%
13,512
+8
156
$2.19M 0.04%
26,569
-1,159
157
$2.15M 0.04%
9,340
-123
158
$2.1M 0.04%
18,430
159
$2.08M 0.03%
10,920
+94
160
$2.05M 0.03%
5,307
+58
161
$2.03M 0.03%
46,398
-611
162
$1.97M 0.03%
23,011
-2,395
163
$1.92M 0.03%
14,713
+64
164
$1.92M 0.03%
20,959
-771
165
$1.91M 0.03%
17,802
-2,165
166
$1.87M 0.03%
37,976
-246
167
$1.86M 0.03%
25,567
168
$1.85M 0.03%
25,716
+800
169
$1.84M 0.03%
14,860
170
$1.83M 0.03%
15,613
-1,026
171
$1.81M 0.03%
10,631
-230
172
$1.79M 0.03%
13,457
+172
173
$1.79M 0.03%
26,839
-2,275
174
$1.78M 0.03%
44,530
+135
175
$1.73M 0.03%
3,928
+116
5 6
7
8 9