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
1001
– –
-500
1002
– –
-335
1003
– –
-63,600
1004
– –
-13
1005
– –
-626
1006
$0 ﹤0.01%
+22
1007
– –
-1,397
1008
$0 ﹤0.01%
3
1009
$0 ﹤0.01%
3
1010
– –
-3,300
1011
– –
-3,404
1012
– –
-3,333
1013
– –
-65,785
1014
$0 ﹤0.01%
20
1015
– –
-38
1016
– –
-10
1017
$0 ﹤0.01%
2
1018
– –
-20,000
1019
– –
-400
1020
– –
-500
1021
– –
-8,000
1022
– –
-16,500
1023
$0 ﹤0.01%
5
1024
$0 ﹤0.01%
3
1025
$0 ﹤0.01%
41
38 39 40
41
42