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
76
$6.67M 0.38%
426,380
-165,680
77
$6.6M 0.38%
100,304
-784
78
$6.57M 0.38%
199,373
-28,320
79
$6.48M 0.37%
195,182
-158,794
80
$6.47M 0.37%
144,658
+1,092
81
$6.46M 0.37%
83,738
-18,632
82
$6.39M 0.37%
234,940
+2,242
83
$6.23M 0.36%
141,464
-1,559
84
$6.17M 0.35%
27,262
-25
85
$6.08M 0.35%
87,476
-563
86
$5.84M 0.33%
143,308
-11,155
87
$5.62M 0.32%
23,395
-295
88
$5.43M 0.31%
107,478
-663
89
$5.38M 0.31%
57,145
90
$5.25M 0.3%
39,511
-6,729
91
$5.19M 0.3%
172,720
-2,842
92
$5.13M 0.29%
135,279
-36,586
93
$5.12M 0.29%
101,894
+9,834
94
$5.02M 0.29%
82,366
-12,587
95
$4.96M 0.28%
51,544
-1,318
96
$4.84M 0.28%
86,997
-18,336
97
$4.73M 0.27%
85,194
-3,966
98
$4.59M 0.26%
262,676
-2,910
99
$4.59M 0.26%
184,740
+6,285
100
$4.55M 0.26%
108,869
+6,423
2 3
4
5 6