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
351
$294K 0.02%
11,913
352
$293K 0.02%
6,327
-3,173
353
$293K 0.02%
7,616
+4,934
354
$293K 0.02%
11,263
355
$292K 0.02%
19,258
-48,535
356
$290K 0.02%
6,622
+689
357
$288K 0.02%
+13,199
358
$284K 0.02%
500
359
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3,420
-1,596
360
$284K 0.02%
8,303
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361
$283K 0.02%
32,973
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362
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4,248
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363
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6,367
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364
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10,463
+1,946
365
$277K 0.02%
26,036
366
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367
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368
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12,026
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369
$272K 0.02%
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370
$270K 0.02%
4,722
371
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6,000
372
$268K 0.02%
+6,521
373
$266K 0.02%
6,514
374
$265K 0.02%
7,636
375
$256K 0.01%
4,932
+1,407
13 14
15
16 17