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
101
$3.95M 0.08%
21,147
-8
102
$3.9M 0.08%
79,317
-1,092
103
$3.88M 0.08%
118,708
-24,344
104
$3.86M 0.08%
112,053
105
$3.79M 0.08%
18,573
+563
106
$3.78M 0.08%
19,789
-37
107
$3.73M 0.07%
42,808
-1,455
108
$3.72M 0.07%
36,556
-4,100
109
$3.67M 0.07%
22,191
+21
110
$3.65M 0.07%
24,075
+789
111
$3.61M 0.07%
28,310
+23
112
$3.49M 0.07%
54,550
+8,000
113
$3.45M 0.07%
56,603
-997
114
$3.41M 0.07%
35,029
-483
115
$3.26M 0.07%
160,000
-15,000
116
$3.25M 0.06%
10,141
+460
117
$3.19M 0.06%
15,140
-1,495
118
$3.18M 0.06%
24,271
+6,858
119
$3.1M 0.06%
32,117
+4,429
120
$3.08M 0.06%
24,116
-10,040
121
$3.06M 0.06%
18,495
-7
122
$3.05M 0.06%
31,510
+3,645
123
$3M 0.06%
20,939
+7
124
$2.98M 0.06%
72,984
-2,424
125
$2.91M 0.06%
8,127
-16
3 4
5
6 7