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
76
$7.94M 0.14%
35,666
-1,329
77
$7.89M 0.14%
30,540
-1,635
78
$7.83M 0.14%
61,509
-2,000
79
$7.78M 0.14%
39,690
-2,052
80
$7.68M 0.14%
42,165
-740
81
$7.66M 0.14%
87,865
-3,104
82
$7.53M 0.14%
58,503
-3,878
83
$7.17M 0.13%
132,761
-3,441
84
$7.04M 0.13%
9,678
-12
85
$6.81M 0.12%
31,134
-500
86
$6.69M 0.12%
32,385
-200
87
$6.41M 0.12%
41,732
-3,884
88
$6.32M 0.11%
107,462
+1,832
89
$6.32M 0.11%
73,493
-1,333
90
$6.25M 0.11%
10,003
91
$6.11M 0.11%
131,490
-19,527
92
$6.1M 0.11%
55,280
-1,267
93
$6.03M 0.11%
100,426
-685
94
$5.84M 0.11%
39,838
-395
95
$5.79M 0.1%
73,724
-1,880
96
$5.75M 0.1%
195,000
97
$5.52M 0.1%
105,123
-4,013
98
$5.41M 0.1%
47,869
+25
99
$5.38M 0.1%
65,119
-2,190
100
$5.36M 0.1%
3,894
-65
2 3
4
5 6