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
501
$90K 0.01%
4,500
502
$90K 0.01%
479
+29
503
$89K 0.01%
1,285
504
$88K 0.01%
+8,066
505
$87K 0.01%
3,265
+1,488
506
$86K ﹤0.01%
1,983
+32
507
$85K ﹤0.01%
800
-400
508
$85K ﹤0.01%
1,677
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509
$85K ﹤0.01%
1,819
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510
$84K ﹤0.01%
22,000
511
$82K ﹤0.01%
2,044
-554
512
$82K ﹤0.01%
6,413
513
$81K ﹤0.01%
2,880
-173,402
514
$80K ﹤0.01%
2,387
515
$80K ﹤0.01%
1,035
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516
$79K ﹤0.01%
800
517
$79K ﹤0.01%
1,098
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518
$78K ﹤0.01%
1,321
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519
$78K ﹤0.01%
3,039
-4,761
520
$77K ﹤0.01%
1,500
521
$76K ﹤0.01%
1,086
-75
522
$76K ﹤0.01%
1,940
+270
523
$76K ﹤0.01%
2,099
524
$75K ﹤0.01%
7,645
525
$75K ﹤0.01%
1,118
+120
19 20
21
22 23