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
$5.02B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.6M
3
+$7.35M
4
GNRC icon
Generac Holdings
GNRC
+$6.39M
5
EOG icon
EOG Resources
EOG
+$6.31M

Top Sells

1
+$45.6M
2
+$14.3M
3
+$12.7M
4
AAPL icon
Apple
AAPL
+$7.01M
5
SSNC icon
SS&C Technologies
SSNC
+$5.06M

Sector Composition

1 Technology 25.47%
2 Financials 16.31%
3 Consumer Discretionary 14.66%
4 Healthcare 11.53%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$495K 0.01%
2,582
277
$489K 0.01%
22,511
+7,500
278
$487K 0.01%
2,543
-3
279
$481K 0.01%
9,801
-4,206
280
$473K 0.01%
15,782
+863
281
$469K 0.01%
681
282
$456K 0.01%
4,672
283
$456K 0.01%
7,226
-364
284
$453K 0.01%
8,257
+519
285
$450K 0.01%
2,688
286
$442K 0.01%
1,444
287
$439K 0.01%
1,535
+39
288
$438K 0.01%
5,296
289
$432K 0.01%
3,342
-17
290
$417K 0.01%
3,953
291
$416K 0.01%
4,526
292
$416K 0.01%
12,034
-857
293
$399K 0.01%
1,568
+30
294
$398K 0.01%
1,570
295
$392K 0.01%
2,711
+13
296
$388K 0.01%
2,423
297
$386K 0.01%
1,088
298
$379K 0.01%
3,862
-5
299
$374K 0.01%
5,232
-80
300
$370K 0.01%
805
-12
10 11
12
13 14