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
76
$6.86M 0.14%
28,196
-432
77
$6.67M 0.13%
66,662
-21,695
78
$6.55M 0.13%
29,300
-881
79
$6.22M 0.12%
29,969
+494
80
$6.11M 0.12%
30,348
-3,710
81
$6.1M 0.12%
79,144
-768
82
$5.95M 0.12%
152,934
+59,557
83
$5.65M 0.11%
3,694
-67
84
$5.6M 0.11%
29,530
-1,011
85
$5.46M 0.11%
7,408
+1
86
$5.46M 0.11%
190,801
-9,654
87
$5.42M 0.11%
101,402
-644
88
$5.41M 0.11%
27,098
-964
89
$5.27M 0.11%
21,818
-272
90
$5.16M 0.1%
39,724
91
$5.12M 0.1%
11
92
$5.09M 0.1%
48,842
+469
93
$5.05M 0.1%
72,868
-2,071
94
$5.04M 0.1%
57,051
95
$4.85M 0.1%
32,095
+4,424
96
$4.63M 0.09%
52,540
97
$4.63M 0.09%
178,682
-4,877
98
$4.41M 0.09%
109,161
+8,183
99
$4.25M 0.08%
48,717
100
$3.97M 0.08%
53,418
+10,610
2 3
4
5 6