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
$5.02B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.6M
3
+$7.35M
4
GNRC icon
Generac Holdings
GNRC
+$6.39M
5
EOG icon
EOG Resources
EOG
+$6.31M

Top Sells

1
+$45.6M
2
+$14.3M
3
+$12.7M
4
AAPL icon
Apple
AAPL
+$7.01M
5
SSNC icon
SS&C Technologies
SSNC
+$5.06M

Sector Composition

1 Technology 25.47%
2 Financials 16.31%
3 Consumer Discretionary 14.66%
4 Healthcare 11.53%
5 Communication Services 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.5M 0.31%
96,988
+1,847
52
$14.9M 0.3%
81,380
-5
53
$14.9M 0.3%
60,910
-1,135
54
$14.6M 0.29%
65,425
-1,821
55
$14.4M 0.29%
201,525
-1,034
56
$14.3M 0.29%
96,181
-2,803
57
$14M 0.28%
267,073
+375
58
$12.5M 0.25%
239,239
-5,537
59
$11.9M 0.24%
112,023
-1,046
60
$11.6M 0.23%
51,480
-122
61
$10.5M 0.21%
46,387
-377
62
$10.3M 0.2%
251,855
-6,662
63
$10M 0.2%
91,307
+731
64
$9.47M 0.19%
20,663
-75
65
$8.75M 0.17%
174,920
+2,810
66
$8.6M 0.17%
30,130
-723
67
$8.33M 0.17%
41,639
-1,038
68
$8.2M 0.16%
63,340
-8,076
69
$7.9M 0.16%
64,302
-4,926
70
$7.73M 0.15%
21,712
-930
71
$7.5M 0.15%
166,062
+7,053
72
$7.47M 0.15%
41,900
+127
73
$7.28M 0.15%
117,405
+15,305
74
$7.26M 0.14%
74,126
+625
75
$6.91M 0.14%
74,340
-5,824
1 2
3
4 5