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
26
$78.9M 1.43%
1,137,512
+709
27
$78.4M 1.42%
463,531
-1,180
28
$75.9M 1.37%
437,409
-2,498
29
$74.7M 1.35%
309,969
+4,671
30
$67.7M 1.23%
321,256
+4,122
31
$64.6M 1.17%
2,490,947
+62,810
32
$63.4M 1.15%
600,118
+9,557
33
$61.6M 1.11%
137,015
-3,165
34
$60.1M 1.09%
140,042
-2,601
35
$59.7M 1.08%
175,366
-2,047
36
$59.7M 1.08%
490,408
+21,416
37
$53.3M 0.97%
893,770
-17,672
38
$52.9M 0.96%
1,391,752
+81,015
39
$51.8M 0.94%
785,090
+546,522
40
$49.3M 0.89%
305,112
-4,211
41
$48.6M 0.88%
+939,196
42
$41.3M 0.75%
188,402
+2,753
43
$37.6M 0.68%
237,211
-3,087
44
$35M 0.63%
125,111
-1,661
45
$32.2M 0.58%
74,849
-2,119
46
$25.1M 0.45%
222,719
+42,833
47
$23.4M 0.42%
701,696
+50,692
48
$21M 0.38%
139,364
-2,543
49
$20.3M 0.37%
32,565
-825
50
$19.8M 0.36%
72,214
+10
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