EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,038
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$7.88M
3
+$1.77M
4
ROP icon
Roper Technologies
ROP
+$1.74M
5
ACN icon
Accenture
ACN
+$1.51M

Top Sells

1
+$40.6M
2
+$9.78M
3
+$5.27M
4
AAPL icon
Apple
AAPL
+$4.9M
5
XYL icon
Xylem
XYL
+$4.88M

Sector Composition

1 Technology 16.4%
2 Consumer Discretionary 11.77%
3 Healthcare 11.65%
4 Financials 11.36%
5 Energy 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$658K 0.04%
13,792
-1,388
252
$653K 0.04%
7,816
+236
253
$652K 0.04%
5,419
-602
254
$651K 0.04%
7,156
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255
$642K 0.04%
7,410
-4,200
256
$628K 0.04%
8,949
-1,343
257
$622K 0.04%
13,617
258
$601K 0.03%
10,000
259
$597K 0.03%
21,967
+1,067
260
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7,427
261
$579K 0.03%
22,262
262
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10,825
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263
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3,375
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264
$564K 0.03%
5,866
265
$551K 0.03%
13,960
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266
$550K 0.03%
40,082
-69,082
267
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11,327
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269
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270
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15,048
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271
$531K 0.03%
11,158
-110
272
$525K 0.03%
11,355
+33
273
$514K 0.03%
8,117
274
$511K 0.03%
15,784
+384
275
$509K 0.03%
4,575
+1,500
9 10
11
12 13