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
626
$30K ﹤0.01%
56
627
$30K ﹤0.01%
734
-400
628
$30K ﹤0.01%
1,005
+185
629
$29K ﹤0.01%
+527
630
$29K ﹤0.01%
621
631
$29K ﹤0.01%
+586
632
$29K ﹤0.01%
1,203
+124
633
$29K ﹤0.01%
+650
634
$29K ﹤0.01%
578
+49
635
$29K ﹤0.01%
421
+29
636
$28K ﹤0.01%
1,000
637
$27K ﹤0.01%
330
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638
$27K ﹤0.01%
525
-6,575
639
$27K ﹤0.01%
+1,366
640
$27K ﹤0.01%
600
641
$26K ﹤0.01%
2,000
642
$26K ﹤0.01%
267
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643
$26K ﹤0.01%
750
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644
$26K ﹤0.01%
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645
$26K ﹤0.01%
736
646
$26K ﹤0.01%
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647
$26K ﹤0.01%
1,075
648
$25K ﹤0.01%
1,000
649
$25K ﹤0.01%
314
+49
650
$25K ﹤0.01%
365
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