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
451
$129K 0.01%
6,936
452
$128K 0.01%
1,931
-52
453
$128K 0.01%
5,500
454
$127K 0.01%
4,000
455
$127K 0.01%
5,300
-500
456
$126K 0.01%
13,203
-1,771
457
$126K 0.01%
2,000
458
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3,600
459
$123K 0.01%
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+344
460
$123K 0.01%
1,097
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461
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1,016
+26
462
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2,221
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463
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464
$120K 0.01%
953
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465
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466
$117K 0.01%
1,862
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467
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5,000
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470
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471
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472
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145
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473
$112K 0.01%
2,762
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474
$110K 0.01%
7,734
475
$108K 0.01%
4,124
+424
17 18
19
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