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
1026
$0 ﹤0.01%
4
1027
-3,000
1028
$0 ﹤0.01%
+12
1029
-11,000
1030
$0 ﹤0.01%
235
1031
-2,467
1032
-800
1033
-430
1034
0
1035
$0 ﹤0.01%
+31
1036
-27,358
1037
-695
1038
0