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
326
$296K 0.01%
2,933
-268
327
$295K 0.01%
4,721
-4,425
328
$294K 0.01%
2,654
-97
329
$292K 0.01%
954
+11
330
$290K 0.01%
4,006
-142
331
$288K 0.01%
2,451
332
$286K 0.01%
3,130
333
$283K 0.01%
5,101
334
$282K 0.01%
2,263
+25
335
$281K 0.01%
3,449
336
$280K 0.01%
+3,409
337
$279K 0.01%
2,253
+63
338
$278K 0.01%
6,000
339
$276K 0.01%
1,503
-47
340
$276K 0.01%
597
+63
341
$275K 0.01%
200
342
$273K 0.01%
+2,730
343
$272K 0.01%
6,116
344
$270K 0.01%
2,787
-24
345
$270K 0.01%
5,342
-3,180
346
$267K 0.01%
146,676
347
$264K 0.01%
3,188
-77
348
$263K 0.01%
565
-77
349
$261K 0.01%
1,267
350
$259K 0.01%
10,182
12 13
14
15 16