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
201
$1.28M 0.02%
7,131
+26
202
$1.28M 0.02%
25,234
-10,479
203
$1.25M 0.02%
15,482
-1,154
204
$1.25M 0.02%
5,566
+67
205
$1.24M 0.02%
18,900
206
$1.22M 0.02%
30,369
207
$1.2M 0.02%
5,867
-7
208
$1.19M 0.02%
9,986
-219
209
$1.19M 0.02%
31,459
-3,271
210
$1.17M 0.02%
9,657
-626
211
$1.16M 0.02%
5,524
+1,340
212
$1.16M 0.02%
12,010
-185
213
$1.14M 0.02%
7,710
+1,233
214
$1.13M 0.02%
1,401
-6
215
$1.09M 0.02%
7,263
-3,305
216
$1.06M 0.02%
6,304
-1,656
217
$990K 0.02%
4,060
+16
218
$989K 0.02%
1,400
+314
219
$962K 0.02%
3,154
-463
220
$961K 0.02%
13,700
-215
221
$939K 0.02%
8,237
-4,000
222
$938K 0.02%
6,923
223
$917K 0.02%
25,445
-130
224
$914K 0.02%
2,286
-5,172
225
$902K 0.02%
17,782
7 8
9
10 11