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
401
$197K 0.01%
5,394
-524
402
$196K 0.01%
4,067
+67
403
$195K 0.01%
14,633
+133
404
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3,500
405
$185K 0.01%
3,703
+439
406
$183K 0.01%
3,428
407
$179K 0.01%
8,594
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408
$177K 0.01%
2,270
409
$175K 0.01%
8,166
-10,834
410
$172K 0.01%
3,392
411
$170K 0.01%
10,000
-20,000
412
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2,589
-376
413
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4,425
-2,124
414
$165K 0.01%
17,760
415
$163K 0.01%
6,018
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416
$163K 0.01%
14,800
417
$162K 0.01%
218,600
+100,000
418
$161K 0.01%
3,307
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419
$158K 0.01%
2,330
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420
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1,550
421
$157K 0.01%
2,724
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422
$157K 0.01%
8,258
-176
423
$156K 0.01%
4,730
-893
424
$152K 0.01%
1,363
+40
425
$151K 0.01%
3,116
+2,969
15 16
17
18 19