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
1
$359M 6.01%
1,862,158
-32,345
2
$342M 5.74%
910,403
-15,737
3
$208M 3.49%
1,591,827
-1,937
4
$192M 3.22%
450,589
-993
5
$189M 3.16%
1,242,334
+9,210
6
$179M 3%
339,540
-237
7
$165M 2.76%
474,732
+1,119
8
$162M 2.71%
304,731
-1,483
9
$154M 2.58%
920,871
+6,266
10
$151M 2.52%
58,226
+336
11
$150M 2.51%
1,061,993
+633
12
$140M 2.34%
397,627
+597
13
$136M 2.28%
227,731
+3,314
14
$128M 2.15%
2,594,630
+137,840
15
$122M 2.05%
537,509
+2,031
16
$119M 1.99%
1,274,605
+48,812
17
$118M 1.97%
841,532
+919
18
$112M 1.88%
1,203,034
-61
19
$109M 1.83%
702,591
-33,971
20
$107M 1.8%
495,972
+6,987
21
$106M 1.78%
625,375
+7,793
22
$105M 1.76%
293,745
-1,016
23
$102M 1.72%
453,004
+2,081
24
$98.6M 1.65%
332,686
+7,303
25
$97.9M 1.64%
2,809,454
+18,629
1
2 3 4 5