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
576
$45K ﹤0.01%
2,180
+100
577
$45K ﹤0.01%
+356
578
$45K ﹤0.01%
+3,570
579
$44K ﹤0.01%
452
-48
580
$42K ﹤0.01%
533
581
$42K ﹤0.01%
2,440
582
$42K ﹤0.01%
1,245
583
$42K ﹤0.01%
555
+100
584
$41K ﹤0.01%
+653
585
$40K ﹤0.01%
600
586
$40K ﹤0.01%
250
587
$40K ﹤0.01%
10,000
588
$40K ﹤0.01%
179
589
$40K ﹤0.01%
2,500
590
$40K ﹤0.01%
2,000
591
$40K ﹤0.01%
1,570
+132
592
$40K ﹤0.01%
12,092
593
$39K ﹤0.01%
3,000
594
$39K ﹤0.01%
844
595
$39K ﹤0.01%
1,200
596
$39K ﹤0.01%
2,100
-11,550
597
$38K ﹤0.01%
1,354
598
$38K ﹤0.01%
900
-450
599
$38K ﹤0.01%
1,399
+191
600
$38K ﹤0.01%
548
+190
22 23
24
25 26