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
$5.52B
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$36.1M
3
+$4.83M
4
BWA icon
BorgWarner
BWA
+$3.08M
5
FIS icon
Fidelity National Information Services
FIS
+$2.61M

Top Sells

1
+$7.48M
2
+$6.39M
3
+$6.18M
4
AAPL icon
Apple
AAPL
+$6.16M
5
ROP icon
Roper Technologies
ROP
+$5.62M

Sector Composition

1 Technology 26.52%
2 Financials 16.03%
3 Consumer Discretionary 15.23%
4 Healthcare 11.37%
5 Communication Services 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19.3M 0.35%
355,212
-7,559
52
$18.9M 0.34%
259,270
-2,462
53
$17.3M 0.31%
105,418
-687
54
$17.2M 0.31%
220,443
-3,917
55
$16.7M 0.3%
42,287
-633
56
$15M 0.27%
74,987
+973
57
$13.6M 0.25%
97,637
-828
58
$12.8M 0.23%
52,845
-2
59
$12.6M 0.23%
54,406
-1,860
60
$12.1M 0.22%
119,316
+2,654
61
$11.9M 0.22%
276,551
-10,281
62
$11.3M 0.21%
212,815
-2,354
63
$10.9M 0.2%
100,826
-1,210
64
$10.8M 0.2%
39,859
-1,056
65
$10.1M 0.18%
46,077
-769
66
$10.1M 0.18%
191,285
+1,080
67
$9.9M 0.18%
20,598
-329
68
$9.6M 0.17%
47,306
-777
69
$8.71M 0.16%
115,915
-4,064
70
$8.61M 0.16%
32,658
-107
71
$8.59M 0.16%
202,262
-7,976
72
$8.4M 0.15%
167,906
-6,007
73
$8.33M 0.15%
30,876
-824
74
$8.16M 0.15%
161,653
-1,000
75
$7.98M 0.14%
16,726
-1,484
1 2
3
4 5