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
101
$5.22M 0.09%
26,203
-3,690
102
$5.2M 0.09%
24,440
-3,530
103
$5.02M 0.09%
24,068
-10
104
$4.96M 0.09%
58,378
-2,212
105
$4.92M 0.09%
38,135
+60
106
$4.88M 0.09%
80,098
-4,527
107
$4.75M 0.09%
80,226
-5,069
108
$4.72M 0.09%
50,123
109
$4.54M 0.08%
21,386
+202
110
$4.53M 0.08%
47,969
-1,242
111
$4.53M 0.08%
11
-1
112
$4.44M 0.08%
35,423
113
$4.32M 0.08%
28,942
-589
114
$4.26M 0.08%
21,207
115
$4.2M 0.08%
18,347
-1,263
116
$4.11M 0.07%
41,996
-2,431
117
$4.11M 0.07%
48,402
-265
118
$4.07M 0.07%
52,407
119
$4.02M 0.07%
18,100
-751
120
$3.86M 0.07%
16,322
121
$3.65M 0.07%
21,207
-2,460
122
$3.62M 0.07%
60,819
-924
123
$3.58M 0.06%
95,491
-40
124
$3.56M 0.06%
59,882
-450
125
$3.54M 0.06%
24,334
-30
3 4
5
6 7