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
$5.02B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.6M
3
+$7.35M
4
GNRC icon
Generac Holdings
GNRC
+$6.39M
5
EOG icon
EOG Resources
EOG
+$6.31M

Top Sells

1
+$45.6M
2
+$14.3M
3
+$12.7M
4
AAPL icon
Apple
AAPL
+$7.01M
5
SSNC icon
SS&C Technologies
SSNC
+$5.06M

Sector Composition

1 Technology 25.47%
2 Financials 16.31%
3 Consumer Discretionary 14.66%
4 Healthcare 11.53%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$75.7M 1.51%
113,077
-27
27
$75.6M 1.51%
693,852
+9,385
28
$75.1M 1.5%
332,319
+959
29
$72.7M 1.45%
2,615,970
-153,120
30
$69.5M 1.39%
887,501
-17,313
31
$68.6M 1.37%
559,502
-4,012
32
$64.9M 1.29%
1,049,251
-10,504
33
$63.2M 1.26%
127,180
-2,189
34
$63M 1.26%
1,456,501
-9,774
35
$62.7M 1.25%
188,317
+16,566
36
$56.6M 1.13%
138,176
-2,228
37
$53.5M 1.07%
466,604
+55,073
38
$48.4M 0.97%
296,821
+170,434
39
$34.7M 0.69%
223,804
-3,765
40
$33.9M 0.68%
601,053
-89,647
41
$32.5M 0.65%
73,711
-6,659
42
$30.6M 0.61%
74,470
-10,832
43
$30.2M 0.6%
279,785
+59,172
44
$25.9M 0.52%
691,837
-2,775
45
$25.6M 0.51%
+74,859
46
$24.5M 0.49%
108,949
-6,422
47
$23.1M 0.46%
126,969
-7,733
48
$16.6M 0.33%
48,282
-1,167
49
$16.2M 0.32%
43,194
-52
50
$15.9M 0.32%
82,216
+37,902
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