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
101
$4.46M 0.26%
56,961
+4,567
102
$4.45M 0.25%
48,350
-850
103
$4.39M 0.25%
50,724
-3,799
104
$4.38M 0.25%
71,959
+5,384
105
$4.36M 0.25%
87,510
-3,964
106
$4.3M 0.25%
67,920
-10,850
107
$4.29M 0.25%
120,635
+1,794
108
$4.17M 0.24%
96,486
+107
109
$4.16M 0.24%
80,417
-4,312
110
$4.15M 0.24%
91,365
-7,256
111
$4.08M 0.23%
87,114
-17,773
112
$3.94M 0.23%
99,689
-2,181
113
$3.93M 0.22%
36,855
-69
114
$3.93M 0.22%
105,200
115
$3.77M 0.22%
44,177
-11,117
116
$3.74M 0.21%
66,120
-2,595
117
$3.61M 0.21%
11,558
+98
118
$3.56M 0.2%
144,444
-32,946
119
$3.56M 0.2%
107,193
+1,725
120
$3.5M 0.2%
96,211
-24,100
121
$3.48M 0.2%
121,449
-74,204
122
$3.44M 0.2%
133,438
-10,619
123
$3.25M 0.19%
110,100
+1,200
124
$3.24M 0.19%
70,025
-3,877
125
$3.16M 0.18%
100,769
+8,055
3 4
5
6 7