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
651
$25K ﹤0.01%
485
+110
652
$25K ﹤0.01%
495
+258
653
$25K ﹤0.01%
1,816
654
$24K ﹤0.01%
1,216
-920
655
$24K ﹤0.01%
318
+18
656
$24K ﹤0.01%
970
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657
$24K ﹤0.01%
1,468
658
$24K ﹤0.01%
650
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659
$24K ﹤0.01%
227
-2,273
660
$24K ﹤0.01%
708
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661
$24K ﹤0.01%
1,410
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662
$24K ﹤0.01%
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663
$23K ﹤0.01%
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664
$23K ﹤0.01%
560
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665
$23K ﹤0.01%
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666
$23K ﹤0.01%
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667
$23K ﹤0.01%
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668
$22K ﹤0.01%
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669
$22K ﹤0.01%
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670
$22K ﹤0.01%
384
-4,470
671
$22K ﹤0.01%
472
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672
$22K ﹤0.01%
525
673
$22K ﹤0.01%
986
+137
674
$22K ﹤0.01%
1,650
675
$22K ﹤0.01%
1,200
25 26
27
28 29