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
276
$508K 0.03%
15,850
-7,760
277
$504K 0.03%
6,535
+237
278
$489K 0.03%
8,720
279
$483K 0.03%
12,525
-850
280
$479K 0.03%
2,110
-852
281
$477K 0.03%
11,300
-1,000
282
$476K 0.03%
5,270
+64
283
$470K 0.03%
12,106
284
$467K 0.03%
7,105
+3,590
285
$463K 0.03%
8,860
-495
286
$458K 0.03%
3,770
+475
287
$455K 0.03%
17,510
+113
288
$453K 0.03%
11,152
+131
289
$452K 0.03%
32,833
-182
290
$445K 0.03%
18,000
+3,000
291
$444K 0.03%
8,051
-340
292
$439K 0.03%
45,584
293
$433K 0.02%
4,432
+445
294
$432K 0.02%
24,130
295
$431K 0.02%
7,240
296
$431K 0.02%
2,995
-5,275
297
$429K 0.02%
5,554
-14,375
298
$423K 0.02%
2,800
299
$420K 0.02%
4,790
300
$419K 0.02%
24,612
+204
10 11
12
13 14