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
201
$806K 0.03%
15,951
-22
202
$805K 0.03%
22,785
-218
203
$803K 0.03%
20,610
+1,531
204
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205
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8,150
206
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18,375
-6,683
207
$762K 0.03%
5,793
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208
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36,669
-1,326
209
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210
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6,680
211
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48,711
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212
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213
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214
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6,740
-2,520
215
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216
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219
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220
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221
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222
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15,286
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223
$669K 0.03%
41,841
224
$664K 0.03%
7,897
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225
$664K 0.03%
7,676
-82
7 8
9
10 11