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
201
$969K 0.03%
11,423
+9
202
$965K 0.03%
+26,400
203
$954K 0.03%
3,681
204
$932K 0.03%
15,372
205
$919K 0.03%
40,525
206
$918K 0.03%
6,032
+239
207
$915K 0.03%
36,714
+45
208
$908K 0.03%
13,650
209
$907K 0.03%
22,187
+11,151
210
$899K 0.03%
35,991
+24,262
211
$894K 0.03%
9,279
+168
212
$894K 0.03%
18,900
213
$892K 0.03%
16,081
+130
214
$884K 0.03%
9,414
+821
215
$861K 0.03%
46,140
+3,180
216
$854K 0.03%
21,745
-1,040
217
$852K 0.03%
12,739
-122
218
$837K 0.03%
7,427
219
$822K 0.03%
10,247
+1,009
220
$819K 0.03%
11,854
+3,055
221
$818K 0.03%
+26,951
222
$809K 0.03%
57,035
223
$807K 0.03%
40,351
-8,360
224
$801K 0.03%
6,395
+750
225
$794K 0.03%
7,616
+416
7 8
9
10 11