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
551
$61K ﹤0.01%
+1,847
552
$61K ﹤0.01%
11,845
553
$61K ﹤0.01%
1,225
554
$60K ﹤0.01%
1,000
555
$60K ﹤0.01%
2,000
556
$60K ﹤0.01%
15
557
$59K ﹤0.01%
730
558
$59K ﹤0.01%
+16,000
559
$58K ﹤0.01%
500
560
$57K ﹤0.01%
2,400
561
$56K ﹤0.01%
1,200
562
$56K ﹤0.01%
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563
$54K ﹤0.01%
3,000
-1,000
564
$54K ﹤0.01%
1,008
+508
565
$53K ﹤0.01%
1,122
566
$53K ﹤0.01%
2,400
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567
$52K ﹤0.01%
1,500
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568
$50K ﹤0.01%
1,311
+311
569
$50K ﹤0.01%
2,662
570
$48K ﹤0.01%
1,760
571
$48K ﹤0.01%
2,000
572
$48K ﹤0.01%
653
+298
573
$48K ﹤0.01%
544
+43
574
$48K ﹤0.01%
968
-212
575
$46K ﹤0.01%
5,350
+350
21 22
23
24 25