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
401
$221K ﹤0.01%
1,827
-522
402
$217K ﹤0.01%
1,751
403
$214K ﹤0.01%
1,600
-10
404
$214K ﹤0.01%
200
405
$207K ﹤0.01%
975
-153
406
$207K ﹤0.01%
2,237
407
$205K ﹤0.01%
3,995
-312
408
$205K ﹤0.01%
5,000
409
$205K ﹤0.01%
+1,636
410
$203K ﹤0.01%
1,344
-39
411
$201K ﹤0.01%
+4,960
412
$201K ﹤0.01%
+3,657
413
$173K ﹤0.01%
11,168
414
$166K ﹤0.01%
+25,000
415
$92K ﹤0.01%
+14,150
416
$88K ﹤0.01%
+678
417
$37K ﹤0.01%
10,000
418
– –
-5,100
419
– –
-1,824
420
– –
-3,851
421
– –
-6,536
422
– –
-3,200
423
– –
-4,181
424
– –
-887
425
– –
-2,647
14 15 16
17
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