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
1
$99.5M 3.76%
979,746
+4,897
2
$94.9M 3.58%
502,903
-5,263
3
$90.2M 3.41%
362,086
+517
4
$88.3M 3.34%
2,240,124
+28,224
5
$84.2M 3.18%
1,121,480
-8,300
6
$74.5M 2.81%
332,890
+2,885
7
$69.8M 2.64%
406,341
+11,738
8
$69.8M 2.63%
440,927
-1,146
9
$58M 2.19%
1,448,596
+20,105
10
$57.3M 2.16%
406,350
+4,463
11
$56.8M 2.14%
1,096,160
+1,940
12
$55.2M 2.08%
1,232,779
-999
13
$53M 2%
410,420
+2,936
14
$50M 1.89%
187,620
+2,387
15
$49.9M 1.88%
1,672,657
+90,767
16
$47.1M 1.78%
56,178
-1,747
17
$46.6M 1.76%
634,062
-77,880
18
$46.3M 1.75%
226,615
+2,682
19
$45.3M 1.71%
503,555
+8,989
20
$44.8M 1.69%
197,869
+8,935
21
$44.6M 1.68%
279,673
+9,030
22
$41.6M 1.57%
575,505
+464,293
23
$41.2M 1.56%
789,400
+4,860
24
$38.9M 1.47%
301,547
-47
25
$38.6M 1.46%
98,161
+958
1
2 3 4 5