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
376
$216K ﹤0.01%
2,860
377
$214K ﹤0.01%
+4,560
378
$212K ﹤0.01%
888
379
$210K ﹤0.01%
+2,891
380
$210K ﹤0.01%
2,828
-4
381
$209K ﹤0.01%
9,136
-334
382
$204K ﹤0.01%
+2,656
383
$202K ﹤0.01%
821
384
$202K ﹤0.01%
959
-12
385
$201K ﹤0.01%
+2,963
386
$191K ﹤0.01%
+19,000
387
$154K ﹤0.01%
60,000
388
$153K ﹤0.01%
+15,000
389
$143K ﹤0.01%
+14,000
390
$143K ﹤0.01%
+14,000
391
$141K ﹤0.01%
10,100
+8,110
392
$140K ﹤0.01%
12,494
-167
393
$132K ﹤0.01%
+13,000
394
$126K ﹤0.01%
17,543
395
$112K ﹤0.01%
+11,000
396
$110K ﹤0.01%
+10,900
397
$109K ﹤0.01%
+10,760
398
$102K ﹤0.01%
+10,000
399
$65.9K ﹤0.01%
10,849
400
$63K ﹤0.01%
18,272
13 14 15
16
17