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
301
$366K 0.01%
1,791
-74
302
$358K 0.01%
11,750
+2,125
303
$355K 0.01%
8,975
304
$353K 0.01%
1,478
-48
305
$350K 0.01%
8,115
306
$349K 0.01%
2,661
-33
307
$343K 0.01%
4,270
308
$339K 0.01%
3,450
+384
309
$337K 0.01%
5,586
+137
310
$335K 0.01%
8,818
-2,502
311
$334K 0.01%
9,794
+4,031
312
$332K 0.01%
14,000
313
$331K 0.01%
828
314
$327K 0.01%
1,659
315
$326K 0.01%
1,441
+73
316
$323K 0.01%
2,985
317
$321K 0.01%
5,071
318
$321K 0.01%
11,187
319
$316K 0.01%
2,681
-800
320
$311K 0.01%
3,600
321
$309K 0.01%
1,946
-45
322
$306K 0.01%
4,000
323
$306K 0.01%
1,786
+75
324
$302K 0.01%
7,200
325
$300K 0.01%
5,530
11 12
13
14 15