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
526
$73K ﹤0.01%
882
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527
$72K ﹤0.01%
869
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$72K ﹤0.01%
2,769
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$70K ﹤0.01%
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531
$70K ﹤0.01%
4,377
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532
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2,460
533
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340
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534
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535
$67K ﹤0.01%
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536
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$64K ﹤0.01%
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540
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$63K ﹤0.01%
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546
$63K ﹤0.01%
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$62K ﹤0.01%
263
548
$62K ﹤0.01%
5,000
549
$62K ﹤0.01%
3,829
550
$61K ﹤0.01%
1,363
-682
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