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
176
$991K 0.04%
13,514
-1,518
177
$980K 0.04%
9,111
+630
178
$961K 0.04%
21,868
-1,823
179
$958K 0.04%
12,861
+353
180
$953K 0.04%
42,960
-4,230
181
$949K 0.04%
30,554
+1,787
182
$944K 0.04%
18,304
183
$937K 0.04%
13,200
+1,335
184
$931K 0.04%
4,598
+161
185
$922K 0.03%
6,274
186
$902K 0.03%
27,250
187
$901K 0.03%
10,535
-4
188
$894K 0.03%
13,650
189
$892K 0.03%
12,859
+6,353
190
$881K 0.03%
11,780
-1,677
191
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15,372
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192
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15,130
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193
$858K 0.03%
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194
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11,414
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195
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19,847
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196
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7,494
197
$829K 0.03%
57,035
+3,000
198
$823K 0.03%
40,525
199
$821K 0.03%
5,356
-52
200
$807K 0.03%
13,156
-339
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