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
176
$1.31M 0.04%
50,304
177
$1.23M 0.04%
80,046
+34,948
178
$1.23M 0.04%
47,995
+24,060
179
$1.22M 0.04%
6,509
+1,940
180
$1.22M 0.04%
13,986
+655
181
$1.2M 0.04%
23,930
+6,774
182
$1.2M 0.04%
20,212
+1,908
183
$1.19M 0.04%
9,902
+791
184
$1.19M 0.04%
10,858
+3,534
185
$1.18M 0.04%
12,600
-600
186
$1.16M 0.04%
13,679
-198
187
$1.16M 0.04%
22,419
+10
188
$1.14M 0.04%
11,326
+791
189
$1.13M 0.04%
15,657
-91
190
$1.1M 0.04%
12,470
-1,044
191
$1.09M 0.04%
21,036
-832
192
$1.07M 0.03%
16,859
+2,320
193
$1.06M 0.03%
4,891
+293
194
$1.06M 0.03%
8,919
+1,425
195
$1.06M 0.03%
10,195
+2,298
196
$1.05M 0.03%
6,274
197
$1.04M 0.03%
20,006
-604
198
$1.02M 0.03%
15,399
+269
199
$1M 0.03%
11,957
+177
200
$998K 0.03%
12,942
+83
6 7
8
9 10