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
301
$410K 0.02%
16,807
-4,100
302
$405K 0.02%
5,869
-1,372
303
$404K 0.02%
7,173
+371
304
$402K 0.02%
20,000
305
$400K 0.02%
8,246
-1,314
306
$396K 0.02%
9,692
307
$395K 0.02%
11,939
-977
308
$395K 0.02%
4,300
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309
$392K 0.02%
25,895
310
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32
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311
$390K 0.02%
3,658
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312
$389K 0.02%
21,615
313
$383K 0.02%
+12,100
314
$380K 0.02%
20,359
+1,946
315
$380K 0.02%
12,500
316
$379K 0.02%
7,498
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317
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14,375
318
$376K 0.02%
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319
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+4,020
320
$368K 0.02%
10,103
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321
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3,976
322
$357K 0.02%
12,300
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323
$349K 0.02%
9,342
-25
324
$349K 0.02%
4,371
-92
325
$347K 0.02%
4,236
+36
11 12
13
14 15