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
601
$37K ﹤0.01%
+3,213
602
$37K ﹤0.01%
888
603
$37K ﹤0.01%
525
604
$37K ﹤0.01%
616
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605
$37K ﹤0.01%
+515
606
$36K ﹤0.01%
430
-2,057
607
$36K ﹤0.01%
961
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608
$36K ﹤0.01%
550
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$36K ﹤0.01%
978
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610
$36K ﹤0.01%
676
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611
$35K ﹤0.01%
1,370
612
$35K ﹤0.01%
622
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$34K ﹤0.01%
250
614
$34K ﹤0.01%
800
615
$34K ﹤0.01%
2,436
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616
$33K ﹤0.01%
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$33K ﹤0.01%
250
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$32K ﹤0.01%
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619
$32K ﹤0.01%
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620
$32K ﹤0.01%
718
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621
$32K ﹤0.01%
1,900
622
$31K ﹤0.01%
1,135
623
$31K ﹤0.01%
834
624
$31K ﹤0.01%
83
625
$31K ﹤0.01%
7,000
23 24
25
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