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
476
$108K 0.01%
2,299
+341
477
$108K 0.01%
1,475
-129
478
$107K 0.01%
2,489
+162
479
$106K 0.01%
1,278
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480
$106K 0.01%
9,234
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481
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5,021
482
$103K 0.01%
5,184
-2,559
483
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4,000
484
$102K 0.01%
2,419
485
$102K 0.01%
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486
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487
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488
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489
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490
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491
$97K 0.01%
9,729
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492
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493
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494
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495
$94K 0.01%
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497
$93K 0.01%
2,562
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498
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3,000
499
$92K 0.01%
4,000
500
$92K 0.01%
2,400
18 19
20
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