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
1
$136M 4.12%
1,011,712
+10,444
2
$130M 3.95%
491,409
-13,778
3
$122M 3.69%
2,457,752
+147,544
4
$110M 3.35%
1,165,700
-39,400
5
$100M 3.05%
341,916
+1,428
6
$90.5M 2.75%
435,360
+16,376
7
$90.4M 2.74%
370,287
+6,114
8
$86.2M 2.62%
421,529
-18,335
9
$77M 2.34%
1,732,997
+29,699
10
$76.8M 2.33%
1,497,477
+13,309
11
$73.5M 2.23%
397,609
-21,309
12
$69.4M 2.11%
189,527
+1,174
13
$67.8M 2.06%
1,282,540
+28,613
14
$64.3M 1.95%
58,442
+184
15
$62.4M 1.9%
423,985
+9,286
16
$60M 1.82%
1,109,580
+14,320
17
$59.7M 1.81%
202,609
+2,278
18
$59.6M 1.81%
552,775
+42,540
19
$58.9M 1.79%
699,888
+45,736
20
$58.2M 1.77%
273,214
+34,255
21
$49.6M 1.51%
409,353
+41,414
22
$48.5M 1.47%
422,712
+10,910
23
$48.1M 1.46%
102,519
+4,334
24
$47.9M 1.45%
1,092,795
+188,161
25
$47.1M 1.43%
169,375
+17,176
1
2 3 4 5