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
201
$1.03M 0.03%
12,739
202
$1.02M 0.03%
27,800
+1,400
203
$1.01M 0.03%
22,272
+8,902
204
$997K 0.03%
18,225
+1,366
205
$990K 0.03%
19,250
-3,169
206
$984K 0.03%
15,528
-129
207
$982K 0.03%
11,475
+52
208
$960K 0.03%
3,612
-69
209
$954K 0.03%
14,917
-455
210
$941K 0.03%
8,479
-800
211
$941K 0.03%
16,081
212
$939K 0.03%
9,414
213
$931K 0.03%
13,650
214
$930K 0.03%
6,041
+9
215
$918K 0.03%
18,900
216
$910K 0.03%
11,476
+8,351
217
$908K 0.03%
+18,415
218
$905K 0.03%
43,351
+3,000
219
$899K 0.03%
24,894
+3,344
220
$883K 0.03%
7,616
221
$873K 0.03%
6,740
+345
222
$866K 0.03%
7,427
223
$856K 0.03%
3,782
+550
224
$843K 0.03%
21,745
225
$835K 0.03%
10,143
-104
7 8
9
10 11