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
176
$1.31M 0.04%
10,650
-208
177
$1.31M 0.04%
6,584
+75
178
$1.3M 0.04%
14,733
+2,776
179
$1.29M 0.04%
23,012
-887
180
$1.28M 0.04%
23,723
-207
181
$1.27M 0.04%
5,166
-2,729
182
$1.26M 0.04%
14,477
+491
183
$1.26M 0.04%
12,600
184
$1.26M 0.04%
20,712
+500
185
$1.26M 0.04%
5,285
+394
186
$1.25M 0.04%
23,844
+3,838
187
$1.23M 0.04%
47,995
188
$1.21M 0.04%
10,692
-634
189
$1.21M 0.04%
15,612
-6,400
190
$1.21M 0.04%
18,930
+3,531
191
$1.18M 0.04%
10,270
+75
192
$1.17M 0.04%
12,005
-465
193
$1.16M 0.04%
50,304
194
$1.11M 0.03%
12,688
-991
195
$1.11M 0.03%
9,212
-690
196
$1.09M 0.03%
42,114
+5,400
197
$1.08M 0.03%
6,274
198
$1.07M 0.03%
9,622
+3,175
199
$1.06M 0.03%
8,516
-403
200
$1.05M 0.03%
74,926
-5,120
6 7
8
9 10