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
$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
26
$18.6M 1.07%
203,582
-5,570
27
$17.7M 1.02%
1,375,980
-19,000
28
$17.7M 1.01%
176,911
-4,604
29
$17M 0.97%
132,652
+3,300
30
$16.3M 0.93%
38,457
-5,215
31
$16.2M 0.93%
662,443
-104,677
32
$16.1M 0.93%
234,858
-2,886
33
$16M 0.92%
123,645
-3,100
34
$15.4M 0.88%
224,210
+208,360
35
$15.3M 0.88%
440,044
-80,413
36
$15.1M 0.86%
130,892
-638
37
$14.8M 0.85%
283,326
+151,040
38
$14.7M 0.84%
279,218
-31,107
39
$14.5M 0.83%
398,602
+13,958
40
$14.4M 0.82%
240,394
-43,445
41
$13.9M 0.8%
594,122
-56,170
42
$13.2M 0.76%
258,261
-37,603
43
$13.2M 0.75%
152,363
-7,014
44
$12.8M 0.74%
421,214
+12,390
45
$12.8M 0.73%
160,572
-12,414
46
$12M 0.69%
161,388
-28,360
47
$12M 0.69%
250,650
-79,969
48
$11.5M 0.66%
135,370
+1,680
49
$11.3M 0.65%
98,605
-10,691
50
$11M 0.63%
203,280
-1,550
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