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
$5.52B
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$36.1M
3
+$4.83M
4
BWA icon
BorgWarner
BWA
+$3.08M
5
FIS icon
Fidelity National Information Services
FIS
+$2.61M

Top Sells

1
+$7.48M
2
+$6.39M
3
+$6.18M
4
AAPL icon
Apple
AAPL
+$6.16M
5
ROP icon
Roper Technologies
ROP
+$5.62M

Sector Composition

1 Technology 26.52%
2 Financials 16.03%
3 Consumer Discretionary 15.23%
4 Healthcare 11.37%
5 Communication Services 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$279K 0.01%
1,582
377
$272K ﹤0.01%
4,874
378
$272K ﹤0.01%
3,886
-116
379
$271K ﹤0.01%
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380
$270K ﹤0.01%
806
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381
$268K ﹤0.01%
40,925
382
$266K ﹤0.01%
888
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383
$263K ﹤0.01%
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384
$263K ﹤0.01%
1,555
385
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41,841
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386
$257K ﹤0.01%
+2,190
387
$256K ﹤0.01%
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388
$255K ﹤0.01%
2,104
389
$255K ﹤0.01%
2,960
-63
390
$246K ﹤0.01%
7,873
391
$239K ﹤0.01%
902
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392
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393
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3,211
394
$233K ﹤0.01%
1,561
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395
$228K ﹤0.01%
1,752
-1,115
396
$226K ﹤0.01%
4,956
397
$225K ﹤0.01%
3,305
398
$225K ﹤0.01%
643
-20
399
$224K ﹤0.01%
1,267
400
$224K ﹤0.01%
4,396
-4,483
14 15
16
17 18