EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
51
$10.9M 0.62%
61,492
-15,805
52
$10.8M 0.62%
225,142
+4,015
53
$10.8M 0.62%
142,377
-45,391
54
$10.6M 0.61%
83,119
-1,740
55
$10.2M 0.58%
159,865
+1,717
56
$9.97M 0.57%
150,042
+4,084
57
$9.83M 0.56%
323,096
-8,968
58
$9.69M 0.56%
191,374
-33,736
59
$9.52M 0.55%
105,297
-10,813
60
$9.49M 0.54%
202,506
+6,969
61
$8.94M 0.51%
138,178
-1,416
62
$8.92M 0.51%
388,812
-144,214
63
$8.77M 0.5%
212,200
-1,300
64
$8.72M 0.5%
115,315
-9,686
65
$8.65M 0.5%
142,503
+615
66
$8.58M 0.49%
51,088
+1,357
67
$8.22M 0.47%
138,624
-2,194
68
$7.97M 0.46%
311,928
-6,032
69
$7.9M 0.45%
123,876
+2,785
70
$7.9M 0.45%
254,872
-9,594
71
$7.89M 0.45%
125,423
-21,176
72
$7.76M 0.44%
399,072
-151,428
73
$7.72M 0.44%
365,303
+911
74
$7.39M 0.42%
155,326
-1,451
75
$7.12M 0.41%
177,423
-33,484
1 2
3
4 5