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
751
$10K ﹤0.01%
236
+206
752
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+211
753
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300
754
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755
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310
756
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+325
757
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+345
758
$10K ﹤0.01%
1,300
+250
759
$9K ﹤0.01%
786
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760
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761
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450
762
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680
763
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+87
764
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765
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192
766
$9K ﹤0.01%
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767
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768
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769
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200
770
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165
771
$9K ﹤0.01%
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772
$9K ﹤0.01%
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773
$9K ﹤0.01%
176
-128
774
$9K ﹤0.01%
800
775
$9K ﹤0.01%
+300
29 30
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