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
351
$256K 0.01%
3,510
-12
352
$254K 0.01%
1,104
353
$254K 0.01%
2,728
354
$247K ﹤0.01%
9,050
355
$244K ﹤0.01%
1,665
356
$243K ﹤0.01%
2,500
-196
357
$239K ﹤0.01%
14,688
358
$235K ﹤0.01%
6,536
359
$235K ﹤0.01%
+5,230
360
$235K ﹤0.01%
3,598
361
$234K ﹤0.01%
3,450
362
$234K ﹤0.01%
1,691
-4
363
$233K ﹤0.01%
6,897
364
$233K ﹤0.01%
7,115
-503
365
$230K ﹤0.01%
1,485
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366
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+4,330
367
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368
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+1,471
369
$224K ﹤0.01%
565
370
$223K ﹤0.01%
+4,651
371
$221K ﹤0.01%
3,277
372
$221K ﹤0.01%
+1,060
373
$220K ﹤0.01%
861
374
$218K ﹤0.01%
5,000
375
$218K ﹤0.01%
959
-33
13 14
15
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