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
1
$119M 3.83%
505,187
+2,284
2
$118M 3.8%
1,001,268
+21,522
3
$110M 3.53%
2,310,208
+70,084
4
$107M 3.46%
1,205,100
+83,620
5
$93.2M 3%
340,488
+7,598
6
$90M 2.9%
364,173
+2,087
7
$86.7M 2.79%
439,864
-1,063
8
$80.4M 2.59%
418,984
+12,643
9
$73.7M 2.38%
418,918
+12,568
10
$73.4M 2.36%
1,484,168
+35,572
11
$66.7M 2.15%
1,253,927
+21,148
12
$64.4M 2.07%
188,353
+733
13
$64.3M 2.07%
1,095,260
-900
14
$59.7M 1.92%
58,258
+2,080
15
$59.6M 1.92%
1,703,298
+30,641
16
$58.1M 1.87%
414,699
+4,279
17
$53.4M 1.72%
200,331
+2,462
18
$52.3M 1.68%
654,152
+78,647
19
$50.3M 1.62%
510,235
+6,680
20
$50M 1.61%
287,920
+8,247
21
$48M 1.55%
816,440
+27,040
22
$48M 1.55%
238,959
+12,344
23
$44.5M 1.43%
528,208
+27,173
24
$43.7M 1.41%
411,802
+8,894
25
$42.9M 1.38%
306,720
+5,173
1
2 3 4 5