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
726
$14K ﹤0.01%
300
727
$14K ﹤0.01%
800
728
$14K ﹤0.01%
600
729
$14K ﹤0.01%
3
730
$13K ﹤0.01%
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731
$13K ﹤0.01%
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732
$13K ﹤0.01%
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733
$13K ﹤0.01%
290
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$13K ﹤0.01%
184
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735
$13K ﹤0.01%
543
736
$12K ﹤0.01%
+710
737
$12K ﹤0.01%
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738
$12K ﹤0.01%
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739
$12K ﹤0.01%
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740
$12K ﹤0.01%
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741
$12K ﹤0.01%
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742
$12K ﹤0.01%
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743
$11K ﹤0.01%
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744
$11K ﹤0.01%
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$11K ﹤0.01%
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$11K ﹤0.01%
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747
$11K ﹤0.01%
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$11K ﹤0.01%
558
749
$11K ﹤0.01%
+519
750
$11K ﹤0.01%
+197
28 29
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