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
126
$3.16M 0.18%
18,680
+4,300
127
$3.12M 0.18%
63,400
-3,000
128
$3.11M 0.18%
36,247
-5,081
129
$3.1M 0.18%
84,795
-405
130
$3.09M 0.18%
30,183
+7,465
131
$3.06M 0.18%
40,047
+60
132
$3.03M 0.17%
44,800
133
$2.89M 0.17%
43,550
-8,335
134
$2.88M 0.17%
22,589
+40
135
$2.85M 0.16%
42,078
-198
136
$2.82M 0.16%
58,327
+94
137
$2.73M 0.16%
16
-1
138
$2.72M 0.16%
37,335
-13,250
139
$2.72M 0.16%
47,098
-10,184
140
$2.72M 0.16%
75,773
-1,623
141
$2.7M 0.15%
89,149
+10,800
142
$2.67M 0.15%
149
-3
143
$2.63M 0.15%
40,056
-13,791
144
$2.6M 0.15%
23,746
+686
145
$2.57M 0.15%
63,050
+8,300
146
$2.52M 0.14%
31,578
-30,237
147
$2.47M 0.14%
29,573
-4,740
148
$2.46M 0.14%
24,925
149
$2.45M 0.14%
605,525
-62,750
150
$2.42M 0.14%
47,800
+1,904
4 5
6
7 8