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
176
$1.68M 0.03%
8,890
+1,223
177
$1.64M 0.03%
10,534
-200
178
$1.63M 0.03%
22,290
-80
179
$1.6M 0.03%
7,112
+18
180
$1.6M 0.03%
13,758
+343
181
$1.57M 0.03%
3,253
182
$1.54M 0.03%
15,076
-7,492
183
$1.54M 0.03%
11,708
+45
184
$1.47M 0.02%
33,964
-398
185
$1.42M 0.02%
37,910
186
$1.4M 0.02%
9,131
-241
187
$1.4M 0.02%
34,700
-3,431
188
$1.39M 0.02%
5,355
+78
189
$1.38M 0.02%
6,170
190
$1.37M 0.02%
13,461
-544
191
$1.37M 0.02%
8,823
-575
192
$1.36M 0.02%
13,512
193
$1.36M 0.02%
2,947
-40
194
$1.36M 0.02%
15,351
-3,751
195
$1.35M 0.02%
17,623
-63
196
$1.32M 0.02%
6,636
+1
197
$1.32M 0.02%
35,624
198
$1.3M 0.02%
3,142
-2,258
199
$1.29M 0.02%
4,712
+20
200
$1.28M 0.02%
1,458
-1
6 7
8
9 10